Albion Financial Group’s Philip Morris PM Stock Holding History

Albion Financial 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	$1.15M	Sell	6,337 -2	-0%	-$347	0.07%	104
2026 Q1	$1.05M	Hold	6,339	–	–	0.07%	103
2025 Q4	$1.02M	Sell	6,339 -73	-1%	-$11.3K	0.06%	107
2025 Q3	$1.04M	Buy	6,412 +6,317	+6,649%	+$1.06M	0.06%	108
2025 Q2	$17.3K	Hold	95	–	–	﹤0.01%	323
2025 Q1	$15.1K	Sell	95 -874	-90%	-$124K	﹤0.01%	338
2024 Q4	$117K	Buy	+969	New	+$122K	0.01%	199
2024 Q2	–	Sell	-900	Closed	-$82.5K	–	526
2024 Q1	$82.5K	Buy	+900	New	+$83K	0.01%	204
2023 Q4	–	Sell	-3	Closed	-$278	–	499
2023 Q3	$278	Hold	3	–	–	﹤0.01%	457
2023 Q2	$293	Buy	+3	New	+$287	﹤0.01%	447
2022 Q2	–	Sell	-102	Closed	-$10K	–	600
2022 Q1	$10K	Buy	+102	New	+$10.2K	﹤0.01%	365

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

Albion Financial Group's PM Position: Q2 2026 in Review

Albion Financial Group reduced its Philip Morris (PM) stake by 0.03% in Q2 2026, selling an estimated $347 and leaving 6,337 shares worth $1.15M. The position accounts for 0.07% of the portfolio, ranked #104.

Albion Financial Group first reported a position in PM in Q1 2022 and has held it in 11 quarters since. 2,918 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Albion Financial Group held 6,337 shares of Philip Morris worth $1.15M as of Q2 2026.
Albion Financial Group sold 2 Philip Morris shares in Q2 2026, an estimated $347.
Philip Morris made up 0.07% of Albion Financial Group's portfolio in Q2 2026, its #104 holding.
Albion Financial Group first reported a position in Philip Morris in Q1 2022 and has held it in 11 quarters since.
2,918 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Albion Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.