Triad Wealth Partners
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Triad Wealth Partners’s Philip Morris PM Stock Holding History

Triad Wealth Partners’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 		$1.62M Sell
8,503
-24
-0.3% -$4.53K 0.09% 151
2026
Q2 		$1.6M Buy
8,527
+4,232
+99% +$734K 0.09% 148
2026
Q1 		$710K Buy
4,295
+368
+9% +$63.9K 0.06% 217
2025
Q4 		$630K Buy
3,927
+1,001
+34% +$155K 0.06% 219
2025
Q3 		$475K Buy
2,926
+191
+7% +$32.1K 0.06% 214
2025
Q2 		$498K Buy
2,735
+540
+25% +$92.7K 0.1% 151
2025
Q1 		$348K Buy
+2,195
New +$311K 0.11% 141
2024
Q3 		– Sell
-1,050
Closed -$106K – 674
2024
Q2 		$106K Buy
+1,050
New +$103K 0.06% 148

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

Triad Wealth Partners's PM Position: Q3 2026 in Review

Triad Wealth Partners reduced its Philip Morris (PM) stake by 0.28% in Q3 2026, selling an estimated $4.53K and leaving 8,503 shares worth $1.62M. The position accounts for 0.09% of the portfolio, ranked #151.

Triad Wealth Partners first reported a position in PM in Q2 2024 and has held it in 8 quarters since. 1,329 funds tracked by Wall St. Rank hold PM as of Q3 2026.

  • Triad Wealth Partners held 8,503 shares of Philip Morris worth $1.62M as of Q3 2026.
  • Triad Wealth Partners sold 24 Philip Morris shares in Q3 2026, an estimated $4.53K.
  • Philip Morris made up 0.09% of Triad Wealth Partners's portfolio in Q3 2026, its #151 holding.
  • Triad Wealth Partners first reported a position in Philip Morris in Q2 2024 and has held it in 8 quarters since.
  • 1,329 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on Triad Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.