CKW Financial Group’s Philip Morris PM Stock Holding History

CKW Financial Group’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	$1K	Buy	+7	New	+$1.21K	﹤0.01%	221
2018 Q2	–	Sell	-12	Closed	-$1K	–	184
2018 Q1	$1K	Buy	+12	New	+$1.25K	﹤0.01%	159
2015 Q3	–	Sell	-1,110	Closed	-$89K	–	260
2015 Q2	$89K	Sell	1,110 -81	-7%	-$6.66K	0.04%	70
2015 Q1	$91K	Buy	+1,191	New	+$96.7K	0.04%	67
2014 Q4	–	Sell	-1,154	Closed	-$96K	–	369
2014 Q3	$96K	Hold	1,154	–	–	0.04%	61
2014 Q2	$97K	Hold	1,154	–	–	0.05%	58
2014 Q1	$95K	Hold	1,154	–	–	0.05%	62
2013 Q4	$101K	Buy	+1,154	New	+$101K	0.05%	55

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 $3.38T AUM 44.17% 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

CKW Financial Group's PM Position: Q2 2026 in Review

CKW Financial Group opened a new position in Philip Morris (PM) in Q2 2026: 7 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #221 among its holdings. This is a return to the name: CKW Financial Group previously reported a position in PM as recently as Q1 2018.

CKW Financial Group first reported a position in PM in Q4 2013 and has held it in 8 quarters since. The position peaked at $101K in Q4 2013. 2,937 funds tracked by Wall St. Rank hold PM as of Q2 2026.

CKW Financial Group held 7 shares of Philip Morris worth $1K as of Q2 2026.
Philip Morris was a new CKW Financial Group position in Q2 2026.
Philip Morris made up ﹤0.01% of CKW Financial Group's portfolio in Q2 2026, its #221 holding.
CKW Financial Group first reported a position in Philip Morris in Q4 2013 and has held it in 8 quarters since.
CKW Financial Group's Philip Morris position peaked at $101K in Q4 2013.
2,937 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on CKW Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.