CGC Financial Services’s Philip Morris PM Stock Holding History

CGC Financial Services’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	$275K	Hold	1,443	–	–	0.06%	56
2026 Q2	$261K	Hold	1,443	–	–	0.06%	57
2026 Q1	$239K	Hold	1,443	–	–	0.07%	54
2025 Q4	$231K	Hold	1,443	–	–	0.06%	57
2025 Q3	$234K	Hold	1,443	–	–	0.06%	56
2025 Q2	$263K	Sell	1,443 -2	-0.1%	-$343	0.09%	48
2025 Q1	$229K	Buy	1,445 +2	+0.1%	+$283	0.09%	48
2024 Q4	$174K	Hold	1,443	–	–	0.07%	57
2024 Q3	$175K	Buy	1,443 +100	+7%	+$11.6K	0.07%	52
2024 Q2	$136K	Sell	1,343 -110	-8%	-$10.8K	0.06%	60
2024 Q1	$133K	Hold	1,453	–	–	0.07%	62
2023 Q4	$137K	Buy	1,453 +110	+8%	+$10.1K	0.06%	68
2023 Q3	$124K	Hold	1,343	–	–	0.09%	57
2023 Q2	$131K	Buy	+1,343	New	+$128K	0.09%	58

Other funds holding PM

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

CGC Financial Services's PM Position: Q3 2026 in Review

CGC Financial Services held its Philip Morris (PM) position steady in Q3 2026 at 1,443 shares worth $275K. The position accounts for 0.06% of the portfolio, ranked #56.

CGC Financial Services first reported a position in PM in Q2 2023 and has held it in 14 quarters since. 2,653 funds tracked by Wall St. Rank hold PM as of Q3 2026.

CGC Financial Services held 1,443 shares of Philip Morris worth $275K as of Q3 2026.
CGC Financial Services left its Philip Morris share count unchanged in Q3 2026.
Philip Morris made up 0.06% of CGC Financial Services's portfolio in Q3 2026, its #56 holding.
CGC Financial Services first reported a position in Philip Morris in Q2 2023 and has held it in 14 quarters since.
2,653 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on CGC Financial Services's 13F filing for Q3 2026, filed 13 Oct 2026.