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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
Q2 		$238K Hold
1,318
– – 0.02% 254
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

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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

Cascade Financial Partners's PM Position: Q2 2026 in Review

Cascade Financial Partners held its Philip Morris (PM) position steady in Q2 2026 at 1,318 shares worth $238K. The position accounts for 0.02% of the portfolio, ranked #254.

Cascade Financial Partners first reported a position in PM in Q1 2025 and has held it in 6 quarters since. The position peaked at $258K in Q2 2025. 2,934 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Cascade Financial Partners held 1,318 shares of Philip Morris worth $238K as of Q2 2026.
  • Cascade Financial Partners left its Philip Morris share count unchanged in Q2 2026.
  • Philip Morris made up 0.02% of Cascade Financial Partners's portfolio in Q2 2026, its #254 holding.
  • Cascade Financial Partners first reported a position in Philip Morris in Q1 2025 and has held it in 6 quarters since.
  • Cascade Financial Partners's Philip Morris position peaked at $258K in Q2 2025.
  • 2,934 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Cascade Financial Partners's 13F filing for Q2 2026, filed 4 Aug 2026.