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Whalen Wealth Management’s Philip Morris PM Stock Holding History

Whalen Wealth 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 		$1.57M Buy
8,224
+541
+7% +$102K 0.67% 43
2026
Q2 		$1.39M Buy
7,683
+1,998
+35% +$347K 0.63% 48
2026
Q1 		$940K Buy
5,685
+304
+6% +$52.8K 0.5% 50
2025
Q4 		$863K Sell
5,381
-281
-5% -$43.5K 0.46% 58
2025
Q3 		$918K Buy
+5,662
New +$953K 0.54% 45
2025
Q2 		– Sell
-1,517
Closed -$241K – 215
2025
Q1 		$241K Sell
1,517
-1,058
-41% -$150K 0.16% 110
2024
Q4 		$310K Buy
2,575
+1
+0% +$126 0.21% 91
2024
Q3 		$312K Sell
2,574
-664
-21% -$77.1K 0.22% 84
2024
Q2 		$328K Buy
+3,238
New +$317K 0.26% 73

Other funds holding PM

HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Whalen Wealth Management's PM Position: Q3 2026 in Review

Whalen Wealth Management increased its Philip Morris (PM) stake by 7% in Q3 2026, buying an estimated $102K and bringing the position to 8,224 shares worth $1.57M. The position accounts for 0.67% of the portfolio, ranked #43.

Whalen Wealth Management first reported a position in PM in Q2 2024 and has held it in 9 quarters since. 160 funds tracked by Wall St. Rank hold PM as of Q3 2026.

  • Whalen Wealth Management held 8,224 shares of Philip Morris worth $1.57M as of Q3 2026.
  • Whalen Wealth Management bought 541 Philip Morris shares in Q3 2026, an estimated $102K.
  • Philip Morris made up 0.67% of Whalen Wealth Management's portfolio in Q3 2026, its #43 holding.
  • Whalen Wealth Management first reported a position in Philip Morris in Q2 2024 and has held it in 9 quarters since.
  • 160 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on Whalen Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.