Wealth Quarterback
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Wealth Quarterback’s Philip Morris PM Stock Holding History

Wealth Quarterback’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 		$759K Buy
3,979
+8
+0.2% +$1.51K 0.23% 68
2026
Q2 		$718K Sell
3,971
-833
-17% -$144K 0.22% 70
2026
Q1 		$794K Sell
4,804
-2,287
-32% -$397K 0.31% 63
2025
Q4 		$1.14M Buy
7,091
+2,313
+48% +$358K 0.41% 44
2025
Q3 		$775K Buy
4,778
+207
+5% +$34.8K 0.3% 65
2025
Q2 		$833K Buy
4,571
+12
+0.3% +$2.06K 0.39% 61
2025
Q1 		$724K Sell
4,559
-51
-1% -$7.22K 0.41% 59
2024
Q4 		$555K Sell
4,610
-45
-1% -$5.68K 0.26% 64
2024
Q3 		$565K Hold
4,655
– – 0.29% 66
2024
Q2 		$472K Sell
4,655
-106
-2% -$10.4K 0.27% 71
2024
Q1 		$436K Sell
4,761
-5
-0.1% -$461 0.24% 77
2023
Q4 		$448K Buy
4,766
+58
+1% +$5.34K 0.27% 79
2023
Q3 		$436K Buy
4,708
+21
+0.4% +$2.02K 0.38% 71
2023
Q2 		$458K Buy
4,687
+24
+0.5% +$2.29K 0.32% 71
2023
Q1 		$453K Buy
4,663
+23
+0.5% +$2.29K 0.38% 62
2022
Q4 		$470K Buy
4,640
+27
+0.6% +$2.55K 0.39% 61
2022
Q3 		$383K Buy
4,613
+24
+0.5% +$2.29K 0.41% 61
2022
Q2 		$453K Buy
+4,589
New +$468K 0.35% 64
2021
Q3 		$430K Buy
25,385
+20,563
+426% +$2.07M 0.29% 71
2021
Q2 		$479K Buy
+4,822
New +$463K 0.29% 69
2020
Q4 		$417K Sell
5,035
-1,983
-28% -$154K 0.35% 69
2020
Q3 		$492K Hold
7,018
– – 0.45% 58
2020
Q2 		$492K Sell
7,018
-124
-2% -$9.04K 0.45% 58
2020
Q1 		$521K Sell
7,142
-24,390
-77% -$2.01M 0.48% 46
2019
Q4 		$638K Buy
+31,532
New +$2.6M 0.55% 42

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

Wealth Quarterback's PM Position: Q3 2026 in Review

Wealth Quarterback increased its Philip Morris (PM) stake by 0.2% in Q3 2026, buying an estimated $1.51K and bringing the position to 3,979 shares worth $759K. The position accounts for 0.23% of the portfolio, ranked #68.

Wealth Quarterback first reported a position in PM in Q4 2019 and has held it in 25 quarters since. The position peaked at $1.14M in Q4 2025. 969 funds tracked by Wall St. Rank hold PM as of Q3 2026.

  • Wealth Quarterback held 3,979 shares of Philip Morris worth $759K as of Q3 2026.
  • Wealth Quarterback bought 8 Philip Morris shares in Q3 2026, an estimated $1.51K.
  • Philip Morris made up 0.23% of Wealth Quarterback's portfolio in Q3 2026, its #68 holding.
  • Wealth Quarterback first reported a position in Philip Morris in Q4 2019 and has held it in 25 quarters since.
  • Wealth Quarterback's Philip Morris position peaked at $1.14M in Q4 2025.
  • 969 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on Wealth Quarterback's 13F filing for Q3 2026, filed 20 Oct 2026.