American Financial & Tax Strategies’s Philip Morris PM Stock Holding History

American Financial & Tax Strategies’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	$993K	Sell	5,488 -2,159	-28%	-$374K	0.45%	55
2026 Q1	$1.26M	Hold	7,647	–	–	0.61%	45
2025 Q4	$1.23M	Hold	7,647	–	–	0.61%	47
2025 Q3	$1.24M	Hold	7,647	–	–	0.62%	47
2025 Q2	$1.39M	Sell	7,647 -12	-0.2%	-$2.06K	0.72%	43
2025 Q1	$1.22M	Sell	7,659 -2,400	-24%	-$340K	0.65%	45
2024 Q4	$1.21M	Hold	10,059	–	–	0.63%	45
2024 Q3	$1.22M	Hold	10,059	–	–	0.62%	46
2024 Q2	$1.02M	Buy	10,059 +35	+0.3%	+$3.42K	0.54%	51
2024 Q1	$918K	Hold	10,024	–	–	0.49%	51
2023 Q4	$943K	Buy	+10,024	New	+$924K	0.54%	51

Other funds holding PM

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

American Financial & Tax Strategies's PM Position: Q2 2026 in Review

American Financial & Tax Strategies reduced its Philip Morris (PM) stake by 28% in Q2 2026, selling an estimated $374K and leaving 5,488 shares worth $993K. The position accounts for 0.45% of the portfolio, ranked #55.

American Financial & Tax Strategies first reported a position in PM in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.39M in Q2 2025. 2,042 funds tracked by Wall St. Rank hold PM as of Q2 2026.

American Financial & Tax Strategies held 5,488 shares of Philip Morris worth $993K as of Q2 2026.
American Financial & Tax Strategies sold 2,159 Philip Morris shares in Q2 2026, an estimated $374K.
Philip Morris made up 0.45% of American Financial & Tax Strategies's portfolio in Q2 2026, its #55 holding.
American Financial & Tax Strategies first reported a position in Philip Morris in Q4 2023 and has held it in 11 quarters since.
American Financial & Tax Strategies's Philip Morris position peaked at $1.39M in Q2 2025.
2,042 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on American Financial & Tax Strategies's 13F filing for Q2 2026, filed 7 Aug 2026.