XY Planning Network
PM icon

XY Planning Network’s Philip Morris PM Stock Holding History

XY Planning Network’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 		$776K Buy
4,069
+114
+3% +$21.5K 0.08% 188
2026
Q2 		$716K Buy
3,955
+191
+5% +$33.1K 0.09% 170
2026
Q1 		$592K Buy
3,764
+835
+29% +$145K 0.09% 174
2025
Q4 		$470K Buy
+2,929
New +$454K 0.08% 177

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

XY Planning Network's PM Position: Q3 2026 in Review

XY Planning Network increased its Philip Morris (PM) stake by 2.9% in Q3 2026, buying an estimated $21.5K and bringing the position to 4,069 shares worth $776K. The position accounts for 0.08% of the portfolio, ranked #188.

XY Planning Network first reported a position in PM in Q4 2025 and has held it in 4 quarters since. 933 funds tracked by Wall St. Rank hold PM as of Q3 2026.

  • XY Planning Network held 4,069 shares of Philip Morris worth $776K as of Q3 2026.
  • XY Planning Network bought 114 Philip Morris shares in Q3 2026, an estimated $21.5K.
  • Philip Morris made up 0.08% of XY Planning Network's portfolio in Q3 2026, its #188 holding.
  • XY Planning Network first reported a position in Philip Morris in Q4 2025 and has held it in 4 quarters since.
  • 933 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.