MITCHELL & PAHL PRIVATE WEALTH, LLC PHG — KONINKLIJKE PHILIPS N V

Ownership history in MITCHELL & PAHL PRIVATE WEALTH, LLC  ·  22 quarters on record

AI Ownership Summary

MITCHELL & PAHL PRIVATE WEALTH, LLC reported KONINKLIJKE PHILIPS N V (PHG) in 22 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.51% in 2024 Q3. The latest visible filing shows PHG at 0.42% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this PHG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MITCHELL & PAHL PRIVATE WEALTH, LLC's position in KONINKLIJKE PHILIPS N V, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

PHG was reported at 0.42% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.51% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

PHG stock page MITCHELL & PAHL PRIVATE WEALTH, LLC fund profile MITCHELL & PAHL PRIVATE WEALTH, LLC full holdings
How MITCHELL & PAHL PRIVATE WEALTH, LLC held PHG — position size vs. price
% of Fund (quarterly)    PHG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 38,108 +54 +0.1% 0.42% $1.0M 2026-04-24 $27.47
2025 Q4 REDUCED — — — 38,054 -378 -1.0% 0.43% $1.0M 2026-01-14 $30.10
2025 Q3 ADDED — — — 38,432 +1,497 +4.1% 0.44% $1.0M 2025-10-09 $28.03
2025 Q2 ADDED — — — 36,935 +1,957 +5.6% 0.39% $886K 2025-07-11 $24.03
2025 Q1 REDUCED — — — 34,978 -916 -2.6% 0.41% $888K 2025-04-09 $22.85
2024 Q4 ADDED — — — 35,894 +2,213 +6.6% 0.42% $909K 2025-01-16 $24.74
2024 Q3 ADDED — — — 33,681 +288 +0.9% 0.51% $1.1M 2024-10-16 $31.02
2024 Q2 ADDED — — — 33,393 +1,825 +5.8% 0.44% $842K 2024-07-12 $25.65
2024 Q1 ADDED — — — 31,568 +2,401 +8.2% 0.33% $631K 2024-04-26 $20.26
2023 Q4 ADDED — — — 29,167 +212 +0.7% 0.39% $680K 2024-02-09 $19.80
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding PHG

As of 2026 Q1 — sorted by position size

BONNESS ENTERPRISES INC 3Y 7Y 0.87% Bank of New Hampshire 3Y 0.62% Legacy Wealth Asset Management, LLC 3Y 0.48% Benin Management CORP 3Y 7Y 0.41% DIVERSIFIED MANAGEMENT INC 0.39% Harrington Investments, INC 3Y 7Y 0.34% Avise Financial Cooperative, Inc. 0.19% HIGHLAND CAPITAL MANAGEMENT, LLC 3Y 7Y 0.1% Abacus Wealth Partners, LLC 0.08% OPPENHEIMER ASSET MANAGEMENT INC. 3Y 7Y 0.07%

FAQ About MITCHELL & PAHL PRIVATE WEALTH, LLC and PHG

These are the practical questions this page is built to answer before you even open the full history table.

How long has MITCHELL & PAHL PRIVATE WEALTH, LLC reported owning PHG?

MITCHELL & PAHL PRIVATE WEALTH, LLC reported PHG across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported PHG position in MITCHELL & PAHL PRIVATE WEALTH, LLC's portfolio?

The largest reported portfolio weight for PHG was 0.51% in 2024 Q3.

What is the latest reported PHG position on this page?

The most recent filing on this page is 2026 Q1, when MITCHELL & PAHL PRIVATE WEALTH, LLC reported 38,108 shares, equal to 0.42% of portfolio, with an estimated market value of $1.0M.

What does the chart on this PHG ownership page compare?

The chart compares MITCHELL & PAHL PRIVATE WEALTH, LLC's quarterly PHG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did MITCHELL & PAHL PRIVATE WEALTH, LLC time their PHG position?

Based on 13F filing dates vs. subsequent PHG price moves, MITCHELL & PAHL PRIVATE WEALTH, LLC correctly timed 10 out of 21 reported position changes (48%). The annualised alpha on PHG relative to SPY over the holding period was -18.8%.

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