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 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 $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

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

Catalyst Financial Partners increased its Philip Morris (PM) stake by 2.6% in Q1 2026, buying an estimated $67.4K and bringing the position to 15,297 shares worth $2.53M. The position accounts for 0.3% of the portfolio, ranked #45.

Catalyst Financial Partners first reported a position in PM in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.61M in Q2 2025. 2,852 funds tracked by Wall St. Rank hold PM as of Q1 2026.

Catalyst Financial Partners held 15,297 shares of Philip Morris worth $2.53M as of Q1 2026.
Catalyst Financial Partners bought 388 Philip Morris shares in Q1 2026, an estimated $67.4K.
Philip Morris made up 0.3% of Catalyst Financial Partners's portfolio in Q1 2026, its #45 holding.
Catalyst Financial Partners first reported a position in Philip Morris in Q4 2022 and has held it in 14 quarters since.
Catalyst Financial Partners's Philip Morris position peaked at $2.61M in Q2 2025.
2,852 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

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