James T. Borello RIA
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James T. Borello RIA’s Philip Morris PM Stock Holding History

James T. Borello RIA’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 		$109K Buy
570
+40
+8% +$7.56K 0.02% 163
2026
Q2 		$95.9K Buy
530
+192
+57% +$33.3K 0.02% 170
2026
Q1 		$55.9K Buy
338
+164
+94% +$28.5K 0.01% 210
2025
Q4 		$27.9K Sell
174
-4
-2% -$620 0.01% 232
2025
Q3 		$28.9K Buy
+178
New +$29.9K 0.01% 201

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

James T. Borello RIA's PM Position: Q3 2026 in Review

James T. Borello RIA increased its Philip Morris (PM) stake by 7.5% in Q3 2026, buying an estimated $7.56K and bringing the position to 570 shares worth $109K. The position accounts for 0.02% of the portfolio, ranked #163.

James T. Borello RIA first reported a position in PM in Q3 2025 and has held it in 5 quarters since. 945 funds tracked by Wall St. Rank hold PM as of Q3 2026.

  • James T. Borello RIA held 570 shares of Philip Morris worth $109K as of Q3 2026.
  • James T. Borello RIA bought 40 Philip Morris shares in Q3 2026, an estimated $7.56K.
  • Philip Morris made up 0.02% of James T. Borello RIA's portfolio in Q3 2026, its #163 holding.
  • James T. Borello RIA first reported a position in Philip Morris in Q3 2025 and has held it in 5 quarters since.
  • 945 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.