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Beacon Financial Strategies’s Philip Morris PM Stock Holding History

Beacon Financial 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 		$21.5K Hold
119
– – 0.01% 148
2026
Q1 		$19.7K Hold
119
– – 0.01% 115
2025
Q4 		$19.1K Buy
+119
New +$18.4K 0.01% 121

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Vanguard Capital Management
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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

Beacon Financial Strategies's PM Position: Q2 2026 in Review

Beacon Financial Strategies held its Philip Morris (PM) position steady in Q2 2026 at 119 shares worth $21.5K. The position accounts for 0.01% of the portfolio, ranked #148.

Beacon Financial Strategies first reported a position in PM in Q4 2025 and has held it in 3 quarters since. 2,913 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Beacon Financial Strategies held 119 shares of Philip Morris worth $21.5K as of Q2 2026.
  • Beacon Financial Strategies left its Philip Morris share count unchanged in Q2 2026.
  • Philip Morris made up 0.01% of Beacon Financial Strategies's portfolio in Q2 2026, its #148 holding.
  • Beacon Financial Strategies first reported a position in Philip Morris in Q4 2025 and has held it in 3 quarters since.
  • 2,913 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Beacon Financial Strategies's 13F filing for Q2 2026, filed 8 Jul 2026.