Blackston Financial Advisory Group’s Philip Morris PM Stock Holding History

Blackston Financial Advisory 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	$207K	Buy	+1,254	New	+$218K	0.13%	98
2025 Q4	–	Sell	-1,259	Closed	-$204K	–	112
2025 Q3	$204K	Sell	1,259 -23	-2%	-$3.87K	0.12%	105
2025 Q2	$234K	Buy	+1,282	New	+$220K	0.15%	92

Other funds holding PM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Blackston Financial Advisory Group's PM Position: Q1 2026 in Review

Blackston Financial Advisory Group opened a new position in Philip Morris (PM) in Q1 2026: 1,254 shares worth $207K. The stake represents 0.13% of the portfolio and ranks #98 among its holdings. This is a return to the name: Blackston Financial Advisory Group previously reported a position in PM as recently as Q3 2025.

Blackston Financial Advisory Group first reported a position in PM in Q2 2025 and has held it in 3 quarters since. The position peaked at $234K in Q2 2025. 2,856 funds tracked by Wall St. Rank hold PM as of Q1 2026.

Blackston Financial Advisory Group held 1,254 shares of Philip Morris worth $207K as of Q1 2026.
Philip Morris was a new Blackston Financial Advisory Group position in Q1 2026.
Philip Morris made up 0.13% of Blackston Financial Advisory Group's portfolio in Q1 2026, its #98 holding.
Blackston Financial Advisory Group first reported a position in Philip Morris in Q2 2025 and has held it in 3 quarters since.
Blackston Financial Advisory Group's Philip Morris position peaked at $234K in Q2 2025.
2,856 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Blackston Financial Advisory Group's 13F filing for Q1 2026, filed 23 Apr 2026.