Catalyst Financial Partners’s Philip Morris PM Stock Holding History

Catalyst 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	$2.84M	Buy	15,712 +415	+3%	+$72K	0.28%	50
2026 Q1	$2.53M	Buy	15,297 +388	+3%	+$67.4K	0.3%	45
2025 Q4	$2.39M	Buy	14,909 +246	+2%	+$38.1K	0.27%	40
2025 Q3	$2.38M	Buy	14,663 +309	+2%	+$52K	0.29%	39
2025 Q2	$2.61M	Buy	14,354 +37	+0.3%	+$6.35K	0.29%	34
2025 Q1	$2.27M	Buy	14,317 +151	+1%	+$21.4K	0.42%	34
2024 Q4	$1.7M	Buy	14,166 +218	+2%	+$27.5K	0.32%	40
2024 Q3	$1.69M	Buy	13,948 +93	+0.7%	+$10.8K	0.33%	43
2024 Q2	$1.4M	Buy	13,855 +290	+2%	+$28.4K	0.31%	43
2024 Q1	$1.23M	Sell	13,565 -855	-6%	-$78.8K	0.32%	42
2023 Q4	$1.36M	Buy	14,420 +267	+2%	+$24.6K	0.38%	35
2023 Q3	$1.31M	Buy	14,153 +2,407	+20%	+$232K	0.42%	37
2023 Q2	$1.15M	Buy	11,746 +621	+6%	+$59.3K	0.41%	35
2023 Q1	$1.08M	Buy	11,125 +2,435	+28%	+$243K	0.46%	32
2022 Q4	$880K	Buy	+8,690	New	+$820K	0.45%	37

Other funds holding PM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Catalyst Financial Partners increased its Philip Morris (PM) stake by 2.7% in Q2 2026, buying an estimated $72K and bringing the position to 15,712 shares worth $2.84M. The position accounts for 0.28% of the portfolio, ranked #50.

Catalyst Financial Partners first reported a position in PM in Q4 2022 and has held it in 15 quarters since. 2,937 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Catalyst Financial Partners held 15,712 shares of Philip Morris worth $2.84M as of Q2 2026.
Catalyst Financial Partners bought 415 Philip Morris shares in Q2 2026, an estimated $72K.
Philip Morris made up 0.28% of Catalyst Financial Partners's portfolio in Q2 2026, its #50 holding.
Catalyst Financial Partners first reported a position in Philip Morris in Q4 2022 and has held it in 15 quarters since.
2,937 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Catalyst Financial Partners's 13F filing for Q2 2026, filed 30 Jul 2026.