CPC
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CFC Planning Company’s Philip Morris PM Stock Holding History

CFC Planning Company’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 		$4.94M Buy
29,890
+2,296
+8% +$399K 3.53% 6
2025
Q4 		$4.43M Buy
27,594
+2,801
+11% +$434K 3.36% 7
2025
Q3 		$4.02M Buy
24,793
+1,184
+5% +$199K 3.3% 6
2025
Q2 		$4.3M Buy
23,609
+3,035
+15% +$521K 4.06% 6
2025
Q1 		$3.27M Buy
20,574
+1,564
+8% +$222K 3.49% 6
2024
Q4 		$2.29M Buy
+19,010
New +$2.4M 2.45% 20

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

CFC Planning Company's PM Position: Q1 2026 in Review

CFC Planning Company increased its Philip Morris (PM) stake by 8.3% in Q1 2026, buying an estimated $399K and bringing the position to 29,890 shares worth $4.94M. The position accounts for 3.53% of the portfolio, ranked #6.

CFC Planning Company first reported a position in PM in Q4 2024 and has held it in 6 quarters since. 2,856 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • CFC Planning Company held 29,890 shares of Philip Morris worth $4.94M as of Q1 2026.
  • CFC Planning Company bought 2,296 Philip Morris shares in Q1 2026, an estimated $399K.
  • Philip Morris made up 3.53% of CFC Planning Company's portfolio in Q1 2026, its #6 holding.
  • CFC Planning Company first reported a position in Philip Morris in Q4 2024 and has held it in 6 quarters since.
  • 2,856 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on CFC Planning Company's 13F filing for Q1 2026, filed 24 Apr 2026.