Towercrest Capital Management’s Philip Morris PM Stock Holding History

Towercrest Capital 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	$264K	Hold	3,924	–	–	0.04%	89
2026 Q2	$282K	Hold	3,924	–	–	0.04%	92
2026 Q1	$259K	Hold	3,924	–	–	0.04%	90
2025 Q4	$226K	Hold	3,924	–	–	0.04%	94
2025 Q3	$259K	Hold	3,924	–	–	0.04%	88
2025 Q2	$230K	Hold	3,924	–	–	0.04%	84
2025 Q1	$236K	Hold	3,924	–	–	0.04%	82
2024 Q4	$205K	Hold	3,924	–	–	0.03%	102
2024 Q3	$200K	Buy	+3,924	New	+$456K	0.03%	101
2023 Q4	–	Sell	-6,038	Closed	-$254K	–	106
2023 Q3	$254K	Hold	6,038	–	–	0.05%	91
2023 Q2	$274K	Hold	6,038	–	–	0.05%	89
2023 Q1	$269K	Hold	6,038	–	–	0.06%	83
2022 Q4	$276K	Hold	6,038	–	–	0.06%	78
2022 Q3	$244K	Hold	6,038	–	–	0.06%	79
2022 Q2	$252K	Hold	6,038	–	–	0.06%	77
2022 Q1	$315K	Hold	6,038	–	–	0.06%	78
2021 Q4	$286K	Hold	6,038	–	–	0.05%	79
2021 Q3	$275K	Hold	6,038	–	–	0.05%	79
2021 Q2	$288K	Hold	6,038	–	–	0.06%	75
2021 Q1	$309K	Hold	6,038	–	–	0.07%	69
2020 Q4	$248K	Buy	+6,038	New	+$470K	0.06%	78

Other funds holding PM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Towercrest Capital Management's PM Position: Q3 2026 in Review

Towercrest Capital Management held its Philip Morris (PM) position steady in Q3 2026 at 3,924 shares worth $264K. The position accounts for 0.04% of the portfolio, ranked #89.

Towercrest Capital Management first reported a position in PM in Q4 2020 and has held it in 21 quarters since. The position peaked at $315K in Q1 2022. 1,824 funds tracked by Wall St. Rank hold PM as of Q3 2026.

Towercrest Capital Management held 3,924 shares of Philip Morris worth $264K as of Q3 2026.
Towercrest Capital Management left its Philip Morris share count unchanged in Q3 2026.
Philip Morris made up 0.04% of Towercrest Capital Management's portfolio in Q3 2026, its #89 holding.
Towercrest Capital Management first reported a position in Philip Morris in Q4 2020 and has held it in 21 quarters since.
Towercrest Capital Management's Philip Morris position peaked at $315K in Q1 2022.
1,824 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on Towercrest Capital Management's 13F filing for Q3 2026, filed 23 Oct 2026.