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Ausdal Financial Partners’s Philip Morris PM Stock Holding History

Ausdal Financial Partners’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 		$2.91M Sell
17,628
-362
-2% -$62.9K 0.13% 170
2025
Q4 		$2.89M Buy
17,990
+471
+3% +$73K 0.13% 172
2025
Q3 		$2.84M Buy
17,519
+4,306
+33% +$724K 0.14% 170
2025
Q2 		$2.41M Buy
13,213
+59
+0.4% +$10.1K 0.16% 141
2025
Q1 		$2.09M Buy
13,154
+519
+4% +$73.5K 0.16% 142
2024
Q4 		$1.52M Buy
12,635
+869
+7% +$110K 0.13% 159
2024
Q3 		$1.43M Buy
11,766
+393
+3% +$45.7K 0.15% 144
2024
Q2 		$1.15M Buy
11,373
+49
+0.4% +$4.79K 0.12% 167
2024
Q1 		$1.04M Buy
11,324
+261
+2% +$24.1K 0.12% 169
2023
Q4 		$1.04M Buy
11,063
+18
+0.2% +$1.66K 0.13% 159
2023
Q3 		$1.02M Sell
11,045
-12
-0.1% -$1.16K 0.14% 155
2023
Q2 		$1.08M Sell
11,057
-247
-2% -$23.6K 0.15% 157
2023
Q1 		$1.1M Buy
11,304
+418
+4% +$41.7K 0.15% 153
2022
Q4 		$1.1M Buy
10,886
+318
+3% +$30K 0.16% 154
2022
Q3 		$877K Buy
10,568
+415
+4% +$39.6K 0.14% 175
2022
Q2 		$1M Sell
10,153
-277
-3% -$28.2K 0.15% 177
2022
Q1 		$980K Sell
10,430
-712
-6% -$71.2K 0.13% 183
2021
Q4 		$1.06M Sell
11,142
-147
-1% -$13.7K 0.14% 179
2021
Q3 		$1.07M Buy
11,289
+6
+0.1% +$604 0.16% 171
2021
Q2 		$1.12M Buy
11,283
+73
+0.7% +$7K 0.17% 163
2021
Q1 		$995K Buy
11,210
+947
+9% +$80.4K 0.17% 156
2020
Q4 		$850K Sell
10,263
-201
-2% -$15.6K 0.17% 155
2020
Q3 		$785K Buy
10,464
+77
+0.7% +$5.94K 0.19% 144
2020
Q2 		$728K Sell
10,387
-138
-1% -$10.1K 0.24% 112
2020
Q1 		$809K Sell
10,525
-1,295
-11% -$107K 0.29% 92
2019
Q4 		$992K Sell
11,820
-920
-7% -$75.8K 0.29% 94
2019
Q3 		$967K Buy
12,740
+99
+0.8% +$7.84K 0.34% 86
2019
Q2 		$1.09M Buy
12,641
+578
+5% +$47.7K 0.42% 64
2019
Q1 		$1.07M Buy
12,063
+210
+2% +$16.9K 0.43% 56
2018
Q4 		$791K Sell
11,853
-1,766
-13% -$147K 0.39% 67
2018
Q3 		$1.11M Sell
13,619
-136
-1% -$11.2K 0.31% 91
2018
Q2 		$1.11M Buy
13,755
+1,208
+10% +$103K 0.34% 84
2018
Q1 		$1.25M Buy
12,547
+104
+0.8% +$10.8K 0.43% 62
2017
Q4 		$1.31M Buy
12,443
+74
+0.6% +$7.88K 0.47% 52
2017
Q3 		$1.37M Sell
12,369
-4
-0% -$466 0.55% 38
2017
Q2 		$1.45M Sell
12,373
-23
-0.2% -$2.66K 0.62% 34
2017
Q1 		$1.4M Sell
12,396
-729
-6% -$75.2K 0.63% 37
2016
Q4 		$1.2M Buy
13,125
+169
+1% +$15.7K 0.56% 43
2016
Q3 		$1.26M Sell
12,956
-76
-0.6% -$7.61K 0.63% 43
2016
Q2 		$1.33M Buy
13,032
+167
+1% +$16.7K 0.68% 39
2016
Q1 		$1.26M Buy
12,865
+1
+0% +$92 0.72% 37
2015
Q4 		$1.13M Buy
+12,864
New +$1.12M 0.57% 36

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

Ausdal Financial Partners's PM Position: Q1 2026 in Review

Ausdal Financial Partners reduced its Philip Morris (PM) stake by 2% in Q1 2026, selling an estimated $62.9K and leaving 17,628 shares worth $2.91M. The position accounts for 0.13% of the portfolio, ranked #170.

Ausdal Financial Partners first reported a position in PM in Q4 2015 and has held it in 42 quarters since. 2,854 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Ausdal Financial Partners held 17,628 shares of Philip Morris worth $2.91M as of Q1 2026.
  • Ausdal Financial Partners sold 362 Philip Morris shares in Q1 2026, an estimated $62.9K.
  • Philip Morris made up 0.13% of Ausdal Financial Partners's portfolio in Q1 2026, its #170 holding.
  • Ausdal Financial Partners first reported a position in Philip Morris in Q4 2015 and has held it in 42 quarters since.
  • 2,854 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Ausdal Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.