TBFA
PM icon

Three Bearings Fiduciary Advisors’s Philip Morris PM Stock Holding History

Three Bearings Fiduciary Advisors’s Portfolio PM Stock Details PM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.47K Hold
30
– – ﹤0.01% 161
2026
Q1 		$5K Hold
30
– – ﹤0.01% 162
2025
Q4 		$5.38K Buy
+30
New +$4.65K 0.01% 166

Other funds holding PM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Three Bearings Fiduciary Advisors's PM Position: Q2 2026 in Review

Three Bearings Fiduciary Advisors held its Philip Morris (PM) position steady in Q2 2026 at 30 shares worth $5.47K. The position accounts for ﹤0.01% of the portfolio, ranked #161.

Three Bearings Fiduciary Advisors first reported a position in PM in Q4 2025 and has held it in 3 quarters since. 1,916 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Three Bearings Fiduciary Advisors held 30 shares of Philip Morris worth $5.47K as of Q2 2026.
  • Three Bearings Fiduciary Advisors left its Philip Morris share count unchanged in Q2 2026.
  • Philip Morris made up ﹤0.01% of Three Bearings Fiduciary Advisors's portfolio in Q2 2026, its #161 holding.
  • Three Bearings Fiduciary Advisors first reported a position in Philip Morris in Q4 2025 and has held it in 3 quarters since.
  • 1,916 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Three Bearings Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.