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Berger Financial Group’s Philip Morris PM Stock Holding History

Berger 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
Q1 		$746K Sell
4,512
-32
-0.7% -$5.56K 0.04% 239
2025
Q4 		$729K Sell
4,544
-366
-7% -$56.7K 0.04% 246
2025
Q3 		$796K Sell
4,910
-9
-0.2% -$1.51K 0.05% 227
2025
Q2 		$896K Buy
4,919
+6
+0.1% +$1.03K 0.06% 206
2025
Q1 		$780K Sell
4,913
-87
-2% -$12.3K 0.05% 209
2024
Q4 		$602K Buy
5,000
+1,746
+54% +$220K 0.04% 231
2024
Q3 		$395K Buy
3,254
+24
+0.7% +$2.79K 0.03% 267
2024
Q2 		$327K Sell
3,230
-22
-0.7% -$2.15K 0.03% 267
2024
Q1 		$298K Sell
3,252
-803
-20% -$74K 0.02% 280
2023
Q4 		$381K Buy
4,055
+190
+5% +$17.5K 0.04% 191
2023
Q3 		$358K Sell
3,865
-37
-0.9% -$3.56K 0.04% 184
2023
Q2 		$381K Buy
3,902
+113
+3% +$10.8K 0.04% 190
2023
Q1 		$369K Sell
3,789
-120
-3% -$12K 0.04% 189
2022
Q4 		$396K Sell
3,909
-27
-0.7% -$2.55K 0.05% 177
2022
Q3 		$327K Buy
3,936
+318
+9% +$30.3K 0.05% 175
2022
Q2 		$357K Buy
3,618
+110
+3% +$11.2K 0.05% 163
2022
Q1 		$330K Buy
3,508
+378
+12% +$37.8K 0.04% 193
2021
Q4 		$297K Buy
3,130
+809
+35% +$75.6K 0.04% 211
2021
Q3 		$220K Hold
2,321
– – 0.04% 195
2021
Q2 		$230K Buy
2,321
+1
+0% +$96 0.04% 189
2021
Q1 		$206K Buy
+2,320
New +$197K 0.04% 188

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

Berger Financial Group's PM Position: Q1 2026 in Review

Berger Financial Group reduced its Philip Morris (PM) stake by 0.7% in Q1 2026, selling an estimated $5.56K and leaving 4,512 shares worth $746K. The position accounts for 0.04% of the portfolio, ranked #239.

Berger Financial Group first reported a position in PM in Q1 2021 and has held it in 21 quarters since. The position peaked at $896K in Q2 2025. 2,856 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Berger Financial Group held 4,512 shares of Philip Morris worth $746K as of Q1 2026.
  • Berger Financial Group sold 32 Philip Morris shares in Q1 2026, an estimated $5.56K.
  • Philip Morris made up 0.04% of Berger Financial Group's portfolio in Q1 2026, its #239 holding.
  • Berger Financial Group first reported a position in Philip Morris in Q1 2021 and has held it in 21 quarters since.
  • Berger Financial Group's Philip Morris position peaked at $896K in Q2 2025.
  • 2,856 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.