Chancellor Financial Group WB’s Philip Morris PM Stock Holding History

Chancellor Financial Group WB’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	$600K	Buy	3,627 +11	+0.3%	+$1.91K	0.42%	49
2025 Q4	$580K	Buy	3,616 +11	+0.3%	+$1.7K	0.39%	51
2025 Q3	$585K	Buy	3,605 +9	+0.3%	+$1.51K	0.41%	48
2025 Q2	$655K	Buy	3,596 +11	+0.3%	+$1.89K	0.51%	46
2025 Q1	$569K	Buy	3,585 +13	+0.4%	+$1.84K	0.47%	49
2024 Q4	$430K	Buy	+3,572	New	+$451K	0.35%	61

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

Chancellor Financial Group WB's PM Position: Q1 2026 in Review

Chancellor Financial Group WB increased its Philip Morris (PM) stake by 0.3% in Q1 2026, buying an estimated $1.91K and bringing the position to 3,627 shares worth $600K. The position accounts for 0.42% of the portfolio, ranked #49.

Chancellor Financial Group WB first reported a position in PM in Q4 2024 and has held it in 6 quarters since. The position peaked at $655K in Q2 2025. 2,852 funds tracked by Wall St. Rank hold PM as of Q1 2026.

Chancellor Financial Group WB held 3,627 shares of Philip Morris worth $600K as of Q1 2026.
Chancellor Financial Group WB bought 11 Philip Morris shares in Q1 2026, an estimated $1.91K.
Philip Morris made up 0.42% of Chancellor Financial Group WB's portfolio in Q1 2026, its #49 holding.
Chancellor Financial Group WB first reported a position in Philip Morris in Q4 2024 and has held it in 6 quarters since.
Chancellor Financial Group WB's Philip Morris position peaked at $655K in Q2 2025.
2,852 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Chancellor Financial Group WB's 13F filing for Q1 2026, filed 14 May 2026.