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Abound Financial’s Philip Morris PM Stock Holding History

Abound Financial’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
Q1 		$248K Hold
1,497
– – 0.11% 53
2025
Q4 		$240K Sell
1,497
-77
-5% -$11.9K 0.09% 57
2025
Q3 		$255K Sell
1,574
-76
-5% -$12.8K 0.1% 60
2025
Q2 		$301K Hold
1,650
– – 0.13% 52
2025
Q1 		$262K Buy
+1,650
New +$234K 0.13% 55

Other funds holding PM

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Abound Financial's PM Position: Q1 2026 in Review

Abound Financial held its Philip Morris (PM) position steady in Q1 2026 at 1,497 shares worth $248K. The position accounts for 0.11% of the portfolio, ranked #53.

Abound Financial first reported a position in PM in Q1 2025 and has held it in 5 quarters since. The position peaked at $301K in Q2 2025. 2,854 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Abound Financial held 1,497 shares of Philip Morris worth $248K as of Q1 2026.
  • Abound Financial left its Philip Morris share count unchanged in Q1 2026.
  • Philip Morris made up 0.11% of Abound Financial's portfolio in Q1 2026, its #53 holding.
  • Abound Financial first reported a position in Philip Morris in Q1 2025 and has held it in 5 quarters since.
  • Abound Financial's Philip Morris position peaked at $301K in Q2 2025.
  • 2,854 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Abound Financial's 13F filing for Q1 2026, filed 4 May 2026.