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Atomi Financial Group’s Philip Morris PM Stock Holding History

Atomi 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 		$3.85M Buy
21,306
+3,691
+21% +$640K 0.1% 156
2026
Q1 		$2.91M Sell
17,615
-451
-2% -$78.4K 0.09% 181
2025
Q4 		$2.9M Buy
18,066
+2,830
+19% +$438K 0.09% 176
2025
Q3 		$2.47M Sell
15,236
-393
-3% -$66.1K 0.08% 173
2025
Q2 		$2.85M Buy
15,629
+3,003
+24% +$516K 0.11% 138
2025
Q1 		$2M Buy
12,626
+2,796
+28% +$396K 0.09% 167
2024
Q4 		$1.18M Buy
9,830
+831
+9% +$105K 0.06% 232
2024
Q3 		$1.09M Sell
8,999
-5,104
-36% -$593K 0.07% 229
2024
Q2 		$1.43M Buy
14,103
+2,372
+20% +$232K 0.11% 157
2024
Q1 		$1.07M Sell
11,731
-998
-8% -$92K 0.1% 174
2023
Q4 		$1.2M Buy
12,729
+3,378
+36% +$311K 0.17% 121
2023
Q3 		$866K Sell
9,351
-405
-4% -$39K 0.29% 93
2023
Q2 		$952K Buy
9,756
+497
+5% +$47.5K 0.43% 62
2023
Q1 		$900K Buy
+9,259
New +$923K 0.5% 56

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

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

Atomi Financial Group increased its Philip Morris (PM) stake by 21% in Q2 2026, buying an estimated $640K and bringing the position to 21,306 shares worth $3.85M. The position accounts for 0.1% of the portfolio, ranked #156.

Atomi Financial Group first reported a position in PM in Q1 2023 and has held it in 14 quarters since. 2,932 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Atomi Financial Group held 21,306 shares of Philip Morris worth $3.85M as of Q2 2026.
  • Atomi Financial Group bought 3,691 Philip Morris shares in Q2 2026, an estimated $640K.
  • Philip Morris made up 0.1% of Atomi Financial Group's portfolio in Q2 2026, its #156 holding.
  • Atomi Financial Group first reported a position in Philip Morris in Q1 2023 and has held it in 14 quarters since.
  • 2,932 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.