WESPAC Advisors’s Philip Morris PM Stock Holding History

WESPAC Advisors’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	$204K	Buy	+1,070	New	+$202K	0.1%	194
2025 Q3	–	Sell	-3,893	Closed	-$709K	–	199
2025 Q2	$709K	Sell	3,893 -3,261	-46%	-$560K	0.5%	80
2025 Q1	$1.14M	Buy	+7,154	New	+$1.01M	0.93%	32
2024 Q2	–	Sell	-2,640	Closed	-$242K	–	177
2024 Q1	$242K	Buy	+2,640	New	+$243K	0.14%	151
2014 Q1	–	Sell	-2,390	Closed	-$208K	–	154
2013 Q4	$208K	Buy	+2,390	New	+$209K	0.17%	130

Other funds holding PM

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

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

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

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

WESPAC Advisors's PM Position: Q3 2026 in Review

WESPAC Advisors opened a new position in Philip Morris (PM) in Q3 2026: 1,070 shares worth $204K. The stake represents 0.1% of the portfolio and ranks #194 among its holdings. This is a return to the name: WESPAC Advisors previously reported a position in PM as recently as Q2 2025.

WESPAC Advisors first reported a position in PM in Q4 2013 and has held it in 5 quarters since. The position peaked at $1.14M in Q1 2025. 1,329 funds tracked by Wall St. Rank hold PM as of Q3 2026.

WESPAC Advisors held 1,070 shares of Philip Morris worth $204K as of Q3 2026.
Philip Morris was a new WESPAC Advisors position in Q3 2026.
Philip Morris made up 0.1% of WESPAC Advisors's portfolio in Q3 2026, its #194 holding.
WESPAC Advisors first reported a position in Philip Morris in Q4 2013 and has held it in 5 quarters since.
WESPAC Advisors's Philip Morris position peaked at $1.14M in Q1 2025.
1,329 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on WESPAC Advisors's 13F filing for Q3 2026, filed 26 Oct 2026.