Whelan Financial
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Whelan Financial’s Philip Morris PM Stock Holding History

Whelan Financial’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 		$268K Buy
1,407
+240
+21% +$45.3K 0.07% 88
2026
Q2 		$211K Buy
+1,167
New +$202K 0.06% 99
2025
Q4 		– Sell
-1,286
Closed -$209K – 100
2025
Q3 		$209K Buy
+1,286
New +$216K 0.07% 94

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
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 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

Whelan Financial's PM Position: Q3 2026 in Review

Whelan Financial increased its Philip Morris (PM) stake by 21% in Q3 2026, buying an estimated $45.3K and bringing the position to 1,407 shares worth $268K. The position accounts for 0.07% of the portfolio, ranked #88.

Whelan Financial first reported a position in PM in Q3 2025 and has held it in 3 quarters since. 1,401 funds tracked by Wall St. Rank hold PM as of Q3 2026.

  • Whelan Financial held 1,407 shares of Philip Morris worth $268K as of Q3 2026.
  • Whelan Financial bought 240 Philip Morris shares in Q3 2026, an estimated $45.3K.
  • Philip Morris made up 0.07% of Whelan Financial's portfolio in Q3 2026, its #88 holding.
  • Whelan Financial first reported a position in Philip Morris in Q3 2025 and has held it in 3 quarters since.
  • 1,401 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on Whelan Financial's 13F filing for Q3 2026, filed 28 Oct 2026.