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 Q2	$664K	Buy	3,671 +44	+1%	+$7.63K	0.41%	50
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 $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Chancellor Financial Group WB's PM Position: Q2 2026 in Review

Chancellor Financial Group WB increased its Philip Morris (PM) stake by 1.2% in Q2 2026, buying an estimated $7.63K and bringing the position to 3,671 shares worth $664K. The position accounts for 0.41% of the portfolio, ranked #50.

Chancellor Financial Group WB first reported a position in PM in Q4 2024 and has held it in 7 quarters since. 2,928 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Chancellor Financial Group WB held 3,671 shares of Philip Morris worth $664K as of Q2 2026.
Chancellor Financial Group WB bought 44 Philip Morris shares in Q2 2026, an estimated $7.63K.
Philip Morris made up 0.41% of Chancellor Financial Group WB's portfolio in Q2 2026, its #50 holding.
Chancellor Financial Group WB first reported a position in Philip Morris in Q4 2024 and has held it in 7 quarters since.
2,928 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Chancellor Financial Group WB's 13F filing for Q2 2026, filed 10 Aug 2026.