Bouchey Financial Group’s Philip Morris PM Stock Holding History

Bouchey 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	$1.21M	Buy	7,482 +27	+0.4%	+$4.69K	0.09%	49
2025 Q4	$1.2M	Sell	7,455 -99	-1%	-$15.3K	0.09%	50
2025 Q3	$1.23M	Sell	7,554 -34	-0.4%	-$5.72K	0.09%	46
2025 Q2	$1.39M	Buy	7,588 +192	+3%	+$33K	0.12%	41
2025 Q1	$1.18M	Buy	7,396 +1,214	+20%	+$172K	0.11%	45
2024 Q4	$746K	Buy	6,182 +107	+2%	+$13.5K	0.07%	54
2024 Q3	$739K	Buy	6,075 +86	+1%	+$9.99K	0.07%	64
2024 Q2	$608K	Sell	5,989 -135	-2%	-$13.2K	0.06%	64
2024 Q1	$563K	Sell	6,124 -319	-5%	-$29.4K	0.06%	71
2023 Q4	$608K	Sell	6,443 -503	-7%	-$46.3K	0.07%	59
2023 Q3	$644K	Buy	6,946 +769	+12%	+$74K	0.08%	52
2023 Q2	$603K	Buy	6,177 +184	+3%	+$17.6K	0.07%	52
2023 Q1	$582K	Buy	5,993 +7	+0.1%	+$698	0.08%	50
2022 Q4	$606K	Buy	5,986 +11	+0.2%	+$1.04K	0.09%	47
2022 Q3	$496K	Buy	5,975 +11	+0.2%	+$1.05K	0.07%	50
2022 Q2	$589K	Buy	5,964 +103	+2%	+$10.5K	0.09%	45
2022 Q1	$551K	Sell	5,861 -84	-1%	-$8.4K	0.07%	48
2021 Q4	$565K	Buy	5,945 +103	+2%	+$9.63K	0.08%	52
2021 Q3	$554K	Buy	5,842 +250	+4%	+$25.1K	0.08%	51
2021 Q2	$554K	Buy	5,592 +285	+5%	+$27.3K	0.09%	43
2021 Q1	$471K	Buy	5,307 +510	+11%	+$43.3K	0.08%	47
2020 Q4	$397K	Buy	4,797 +11	+0.2%	+$856	0.07%	49
2020 Q3	$359K	Sell	4,786 -37	-0.8%	-$2.85K	0.07%	48
2020 Q2	$338K	Buy	4,823 +1,063	+28%	+$77.5K	0.07%	45
2020 Q1	$274K	Hold	3,760	–	–	0.07%	49
2019 Q4	$320K	Hold	3,760	–	–	0.07%	60
2019 Q3	$285K	Hold	3,760	–	–	0.07%	61
2019 Q2	$295K	Hold	3,760	–	–	0.07%	59
2019 Q1	$332K	Hold	3,760	–	–	0.08%	58
2018 Q4	$251K	Sell	3,760 -185	-5%	-$15.5K	0.07%	63
2018 Q3	$322K	Sell	3,945 -300	-7%	-$24.6K	0.08%	55
2018 Q2	$343K	Hold	4,245	–	–	0.09%	50
2018 Q1	$422K	Hold	4,245	–	–	0.12%	42
2017 Q4	$448K	Sell	4,245 -78	-2%	-$8.31K	0.13%	50
2017 Q3	$480K	Buy	4,323 +78	+2%	+$9.08K	0.15%	41
2017 Q2	$499K	Hold	4,245	–	–	0.16%	42
2017 Q1	$479K	Hold	4,245	–	–	0.17%	41
2016 Q4	$388K	Hold	4,245	–	–	0.16%	40
2016 Q3	$413K	Sell	4,245 -108	-2%	-$10.8K	0.16%	41
2016 Q2	$443K	Hold	4,353	–	–	0.18%	41
2016 Q1	$427K	Hold	4,353	–	–	0.18%	42
2015 Q4	$383K	Sell	4,353 -118	-3%	-$10.2K	0.17%	43
2015 Q3	$355K	Sell	4,471 -100	-2%	-$8.23K	0.17%	42
2015 Q2	$366K	Hold	4,571	–	–	0.16%	44
2015 Q1	$344K	Hold	4,571	–	–	0.15%	46
2014 Q4	$372K	Sell	4,571 -105	-2%	-$9.02K	0.17%	46
2014 Q3	$390K	Buy	4,676 +281	+6%	+$23.8K	0.2%	48
2014 Q2	$371K	Hold	4,395	–	–	0.2%	53
2014 Q1	$360K	Hold	4,395	–	–	0.22%	48
2013 Q4	$370K	Buy	+4,395	New	+$384K	0.26%	47

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

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

Bouchey Financial Group increased its Philip Morris (PM) stake by 0.36% in Q1 2026, buying an estimated $4.69K and bringing the position to 7,482 shares worth $1.21M. The position accounts for 0.09% of the portfolio, ranked #49.

Bouchey Financial Group first reported a position in PM in Q4 2013 and has held it in 50 quarters since. The position peaked at $1.39M in Q2 2025. 2,854 funds tracked by Wall St. Rank hold PM as of Q1 2026.

Bouchey Financial Group held 7,482 shares of Philip Morris worth $1.21M as of Q1 2026.
Bouchey Financial Group bought 27 Philip Morris shares in Q1 2026, an estimated $4.69K.
Philip Morris made up 0.09% of Bouchey Financial Group's portfolio in Q1 2026, its #49 holding.
Bouchey Financial Group first reported a position in Philip Morris in Q4 2013 and has held it in 50 quarters since.
Bouchey Financial Group's Philip Morris position peaked at $1.39M in Q2 2025.
2,854 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

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