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Bond & Devick Financial Network’s Philip Morris PM Stock Holding History

Bond & Devick Financial Network’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 		$228K Hold
1,261
– – 0.06% 189
2026
Q1 		$208K Hold
1,261
– – 0.06% 185
2025
Q4 		$202K Hold
1,261
– – 0.06% 180
2025
Q3 		$205K Hold
1,261
– – 0.06% 180
2025
Q2 		$230K Buy
+1,261
New +$217K 0.08% 153

Other funds holding PM

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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

Bond & Devick Financial Network's PM Position: Q2 2026 in Review

Bond & Devick Financial Network held its Philip Morris (PM) position steady in Q2 2026 at 1,261 shares worth $228K. The position accounts for 0.06% of the portfolio, ranked #189.

Bond & Devick Financial Network first reported a position in PM in Q2 2025 and has held it in 5 quarters since. The position peaked at $230K in Q2 2025. 2,921 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Bond & Devick Financial Network held 1,261 shares of Philip Morris worth $228K as of Q2 2026.
  • Bond & Devick Financial Network left its Philip Morris share count unchanged in Q2 2026.
  • Philip Morris made up 0.06% of Bond & Devick Financial Network's portfolio in Q2 2026, its #189 holding.
  • Bond & Devick Financial Network first reported a position in Philip Morris in Q2 2025 and has held it in 5 quarters since.
  • Bond & Devick Financial Network's Philip Morris position peaked at $230K in Q2 2025.
  • 2,921 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Bond & Devick Financial Network's 13F filing for Q2 2026, filed 16 Jul 2026.