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Consolidated Planning Corp’s Philip Morris PM Stock Holding History

Consolidated Planning Corp’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 		$5.43M Buy
32,859
+15,611
+91% +$2.71M 0.88% 19
2025
Q4 		$2.77M Buy
17,248
+2,138
+14% +$331K 0.28% 90
2025
Q3 		$2.45M Buy
+15,110
New +$2.54M 0.26% 88
2021
Q4 		– Sell
-546
Closed -$52K – 347
2021
Q3 		$52K Buy
+546
New +$54.9K 0.03% 165

Other funds holding PM

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Consolidated Planning Corp's PM Position: Q1 2026 in Review

Consolidated Planning Corp increased its Philip Morris (PM) stake by 91% in Q1 2026, buying an estimated $2.71M and bringing the position to 32,859 shares worth $5.43M. The position accounts for 0.88% of the portfolio, ranked #19.

Consolidated Planning Corp first reported a position in PM in Q3 2021 and has held it in 4 quarters since. 2,854 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Consolidated Planning Corp held 32,859 shares of Philip Morris worth $5.43M as of Q1 2026.
  • Consolidated Planning Corp bought 15,611 Philip Morris shares in Q1 2026, an estimated $2.71M.
  • Philip Morris made up 0.88% of Consolidated Planning Corp's portfolio in Q1 2026, its #19 holding.
  • Consolidated Planning Corp first reported a position in Philip Morris in Q3 2021 and has held it in 4 quarters since.
  • 2,854 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Consolidated Planning Corp's 13F filing for Q1 2026, filed 16 Apr 2026.