Whitcomb & Hess
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Whitcomb & Hess’s Philip Morris PM Stock Holding History

Whitcomb & Hess’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 		$227K Hold
1,188
– – 0.05% 56
2026
Q2 		$215K Buy
+1,188
New +$206K 0.05% 58
2025
Q3 		– Sell
-1,188
Closed -$216K – 58
2025
Q2 		$216K Buy
+1,188
New +$204K 0.06% 52

Other funds holding PM

Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 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
Citigroup
Citigroup New York $308B AUM 40.94% 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

Whitcomb & Hess's PM Position: Q3 2026 in Review

Whitcomb & Hess held its Philip Morris (PM) position steady in Q3 2026 at 1,188 shares worth $227K. The position accounts for 0.05% of the portfolio, ranked #56.

Whitcomb & Hess first reported a position in PM in Q2 2025 and has held it in 3 quarters since. 1,664 funds tracked by Wall St. Rank hold PM as of Q3 2026.

  • Whitcomb & Hess held 1,188 shares of Philip Morris worth $227K as of Q3 2026.
  • Whitcomb & Hess left its Philip Morris share count unchanged in Q3 2026.
  • Philip Morris made up 0.05% of Whitcomb & Hess's portfolio in Q3 2026, its #56 holding.
  • Whitcomb & Hess first reported a position in Philip Morris in Q2 2025 and has held it in 3 quarters since.
  • 1,664 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on Whitcomb & Hess's 13F filing for Q3 2026, filed 7 Oct 2026.