Action Point Financial Planning’s Philip Morris PM Stock Holding History

Action Point Financial Planning’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	$365K	Buy	+2,027	New	+$352K	0.04%	317

Other funds holding PM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Action Point Financial Planning's PM Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Philip Morris (PM) in Q2 2026: 2,027 shares worth $365K. The stake represents 0.04% of the portfolio and ranks #317 among its holdings.

2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Action Point Financial Planning held 2,027 shares of Philip Morris worth $365K as of Q2 2026.
Philip Morris was a new Action Point Financial Planning position in Q2 2026.
Philip Morris made up 0.04% of Action Point Financial Planning's portfolio in Q2 2026, its #317 holding.
2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.