True Wealth Design
PM icon

True Wealth Design’s Philip Morris PM Stock Holding History

True Wealth Design’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 		$239K Buy
1,253
+104
+9% +$19.6K 0.06% 103
2026
Q2 		$208K Buy
1,149
+5
+0.4% +$867 0.05% 110
2026
Q1 		$189K Buy
1,144
+166
+17% +$28.8K 0.05% 103
2025
Q4 		$157K Sell
978
-28
-3% -$4.34K 0.05% 109
2025
Q3 		$163K Buy
1,006
+310
+45% +$52.2K 0.05% 93
2025
Q2 		$127K Buy
696
+30
+5% +$5.15K 0.04% 82
2025
Q1 		$106K Sell
666
-79
-11% -$11.2K 0.04% 82
2024
Q4 		$89.7K Buy
745
+561
+305% +$70.8K 0.03% 81
2024
Q3 		$22.4K Buy
184
+2
+1% +$232 0.01% 311
2024
Q2 		$18.4K Buy
182
+3
+2% +$293 ﹤0.01% 216
2024
Q1 		$16.4K Sell
179
-64
-26% -$5.9K ﹤0.01% 221
2023
Q4 		$22.8K Buy
243
+3
+1% +$276 0.01% 196
2023
Q3 		$22.3K Buy
240
+2
+0.8% +$192 0.01% 174
2023
Q2 		$23.3K Sell
238
-198
-45% -$18.9K 0.01% 181
2023
Q1 		$42.4K Buy
436
+2
+0.5% +$199 0.02% 168
2022
Q4 		$43.9K Buy
+434
New +$41K 0.02% 152

Other funds holding PM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 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
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Caledonia Investments plc (UK)
Caledonia Investments plc (UK) London England, United Kingdom $890M AUM 1.23% 1-Year Est. Return

True Wealth Design's PM Position: Q3 2026 in Review

True Wealth Design increased its Philip Morris (PM) stake by 9.1% in Q3 2026, buying an estimated $19.6K and bringing the position to 1,253 shares worth $239K. The position accounts for 0.06% of the portfolio, ranked #103.

True Wealth Design first reported a position in PM in Q4 2022 and has held it in 16 quarters since. 933 funds tracked by Wall St. Rank hold PM as of Q3 2026.

  • True Wealth Design held 1,253 shares of Philip Morris worth $239K as of Q3 2026.
  • True Wealth Design bought 104 Philip Morris shares in Q3 2026, an estimated $19.6K.
  • Philip Morris made up 0.06% of True Wealth Design's portfolio in Q3 2026, its #103 holding.
  • True Wealth Design first reported a position in Philip Morris in Q4 2022 and has held it in 16 quarters since.
  • 933 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.