Compton Financial Group’s Philip Morris PM Stock Holding History

Compton 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 Q1	$519K	Buy	3,137 +56	+2%	+$9.73K	0.11%	37
2025 Q4	$494K	Hold	3,081	–	–	0.11%	30
2025 Q3	$500K	Hold	3,081	–	–	0.12%	29
2025 Q2	$561K	Hold	3,081	–	–	0.15%	27
2025 Q1	$489K	Sell	3,081 -195	-6%	-$27.6K	0.14%	31
2024 Q4	$394K	Hold	3,276	–	–	0.12%	22
2024 Q3	$398K	Sell	3,276 -1,350	-29%	-$157K	0.12%	22
2024 Q2	$469K	Sell	4,626 -133	-3%	-$13K	0.15%	17
2024 Q1	$436K	Hold	4,759	–	–	0.15%	18
2023 Q4	$448K	Hold	4,759	–	–	0.16%	16
2023 Q3	$441K	Hold	4,759	–	–	0.17%	18
2023 Q2	$465K	Sell	4,759 -2,434	-34%	-$233K	0.18%	19
2023 Q1	$700K	Buy	7,193 +133	+2%	+$13.3K	0.28%	15
2022 Q4	$715K	Hold	7,060	–	–	0.3%	15
2022 Q3	$586K	Hold	7,060	–	–	0.27%	14
2022 Q2	$697K	Hold	7,060	–	–	0.31%	14
2022 Q1	$663K	Hold	7,060	–	–	0.27%	14
2021 Q4	$671K	Hold	7,060	–	–	0.27%	11
2021 Q3	$669K	Hold	7,060	–	–	0.29%	12
2021 Q2	$700K	Hold	7,060	–	–	0.3%	11
2021 Q1	$627K	Hold	7,060	–	–	0.29%	11
2020 Q4	$607K	Buy	+7,060	New	+$550K	0.29%	12

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

Compton Financial Group's PM Position: Q1 2026 in Review

Compton Financial Group increased its Philip Morris (PM) stake by 1.8% in Q1 2026, buying an estimated $9.73K and bringing the position to 3,137 shares worth $519K. The position accounts for 0.11% of the portfolio, ranked #37.

Compton Financial Group first reported a position in PM in Q4 2020 and has held it in 22 quarters since. The position peaked at $715K in Q4 2022. 2,857 funds tracked by Wall St. Rank hold PM as of Q1 2026.

Compton Financial Group held 3,137 shares of Philip Morris worth $519K as of Q1 2026.
Compton Financial Group bought 56 Philip Morris shares in Q1 2026, an estimated $9.73K.
Philip Morris made up 0.11% of Compton Financial Group's portfolio in Q1 2026, its #37 holding.
Compton Financial Group first reported a position in Philip Morris in Q4 2020 and has held it in 22 quarters since.
Compton Financial Group's Philip Morris position peaked at $715K in Q4 2022.
2,857 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Compton Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.