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Abacus Planning Group’s Philip Morris PM Stock Holding History

Abacus Planning Group’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
Q2 		– Sell
-2,385
Closed -$394K – 277
2026
Q1 		$394K Sell
2,385
-165
-6% -$28.7K 0.05% 166
2025
Q4 		$409K Buy
2,550
+120
+5% +$18.6K 0.05% 161
2025
Q3 		$394K Sell
2,430
-117
-5% -$19.7K 0.05% 156
2025
Q2 		$464K Buy
2,547
+612
+32% +$105K 0.07% 131
2025
Q1 		$307K Buy
1,935
+235
+14% +$33.3K 0.05% 162
2024
Q4 		$205K Sell
1,700
-103
-6% -$13K 0.04% 206
2024
Q3 		$219K Buy
+1,803
New +$209K 0.04% 194
2018
Q1 		– Sell
-2,185
Closed -$231K – 132
2017
Q4 		$231K Buy
+2,185
New +$233K 0.23% 101

Other funds holding PM

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Abacus Planning Group's PM Position: Q2 2026 in Review

Abacus Planning Group sold out of Philip Morris (PM) in Q2 2026, closing a stake of 2,385 shares — an estimated $394K sold.

Abacus Planning Group first reported a position in PM in Q4 2017 and held it in 8 quarters. The position peaked at $464K in Q2 2025. 2,918 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Abacus Planning Group reported no remaining Philip Morris position as of Q2 2026 after selling out during the quarter.
  • Abacus Planning Group sold 2,385 Philip Morris shares in Q2 2026, an estimated $394K.
  • Abacus Planning Group first reported a position in Philip Morris in Q4 2017 and held it in 8 quarters.
  • Abacus Planning Group's Philip Morris position peaked at $464K in Q2 2025.
  • 2,918 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Abacus Planning Group's 13F filing for Q2 2026, filed 20 Jul 2026.