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
Q3 		$6.39M Buy
33,500
+1,802
+6% +$340K 3.43% 6
2026
Q2 		$5.73M Buy
31,698
+1,808
+6% +$314K 3.35% 6
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 $824B AUM 37.44% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

CFC Planning Company's PM Position: Q3 2026 in Review

CFC Planning Company increased its Philip Morris (PM) stake by 5.7% in Q3 2026, buying an estimated $340K and bringing the position to 33,500 shares worth $6.39M. The position accounts for 3.43% of the portfolio, ranked #6.

CFC Planning Company first reported a position in PM in Q4 2024 and has held it in 8 quarters since. 2,383 funds tracked by Wall St. Rank hold PM as of Q3 2026.

  • CFC Planning Company held 33,500 shares of Philip Morris worth $6.39M as of Q3 2026.
  • CFC Planning Company bought 1,802 Philip Morris shares in Q3 2026, an estimated $340K.
  • Philip Morris made up 3.43% of CFC Planning Company's portfolio in Q3 2026, its #6 holding.
  • CFC Planning Company first reported a position in Philip Morris in Q4 2024 and has held it in 8 quarters since.
  • 2,383 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on CFC Planning Company's 13F filing for Q3 2026, filed 28 Oct 2026.