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Cascade Financial Partners’s Philip Morris PM Stock Holding History

Cascade Financial Partners’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 		$218K Sell
1,318
-96
-7% -$16.7K 0.02% 244
2025
Q4 		$227K Hold
1,414
– – 0.02% 242
2025
Q3 		$229K Hold
1,414
– – 0.03% 238
2025
Q2 		$258K Hold
1,414
– – 0.03% 225
2025
Q1 		$224K Buy
+1,414
New +$200K 0.03% 225

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

Cascade Financial Partners's PM Position: Q1 2026 in Review

Cascade Financial Partners reduced its Philip Morris (PM) stake by 6.8% in Q1 2026, selling an estimated $16.7K and leaving 1,318 shares worth $218K. The position accounts for 0.02% of the portfolio, ranked #244.

Cascade Financial Partners first reported a position in PM in Q1 2025 and has held it in 5 quarters since. The position peaked at $258K in Q2 2025. 2,854 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Cascade Financial Partners held 1,318 shares of Philip Morris worth $218K as of Q1 2026.
  • Cascade Financial Partners sold 96 Philip Morris shares in Q1 2026, an estimated $16.7K.
  • Philip Morris made up 0.02% of Cascade Financial Partners's portfolio in Q1 2026, its #244 holding.
  • Cascade Financial Partners first reported a position in Philip Morris in Q1 2025 and has held it in 5 quarters since.
  • Cascade Financial Partners's Philip Morris position peaked at $258K in Q2 2025.
  • 2,854 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Cascade Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.