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Todd Wealth Management’s Philip Morris PM Stock Holding History

Todd Wealth Management’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
Q3 		$844K Buy
4,422
+1
+0% +$189 0.64% 37
2026
Q2 		$800K Sell
4,421
-32
-0.7% -$5.55K 0.61% 41
2026
Q1 		$736K Buy
4,453
+1
+0% +$174 0.67% 41
2025
Q4 		$714K Buy
+4,452
New +$690K 0.65% 43

Other funds holding PM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Todd Wealth Management's PM Position: Q3 2026 in Review

Todd Wealth Management increased its Philip Morris (PM) stake by 0.02% in Q3 2026, buying an estimated $189 and bringing the position to 4,422 shares worth $844K. The position accounts for 0.64% of the portfolio, ranked #37.

Todd Wealth Management first reported a position in PM in Q4 2025 and has held it in 4 quarters since. 1,280 funds tracked by Wall St. Rank hold PM as of Q3 2026.

  • Todd Wealth Management held 4,422 shares of Philip Morris worth $844K as of Q3 2026.
  • Todd Wealth Management bought 1 Philip Morris share in Q3 2026, an estimated $189.
  • Philip Morris made up 0.64% of Todd Wealth Management's portfolio in Q3 2026, its #37 holding.
  • Todd Wealth Management first reported a position in Philip Morris in Q4 2025 and has held it in 4 quarters since.
  • 1,280 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on Todd Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.