Consolidated Planning Corp
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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
Q3 		$3.66M Sell
19,205
-14,266
-43% -$2.7M 0.5% 33
2026
Q2 		$6.06M Buy
33,471
+612
+2% +$106K 0.82% 22
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

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Mackenzie Financial
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Principal Financial Group
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Fort Washington Investment Advisors
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New York State Teachers Retirement System (NYSTRS)
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Canoe Financial
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Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

Consolidated Planning Corp's PM Position: Q3 2026 in Review

Consolidated Planning Corp reduced its Philip Morris (PM) stake by 43% in Q3 2026, selling an estimated $2.7M and leaving 19,205 shares worth $3.66M. The position accounts for 0.5% of the portfolio, ranked #33.

Consolidated Planning Corp first reported a position in PM in Q3 2021 and has held it in 6 quarters since. The position peaked at $6.06M in Q2 2026. 1,424 funds tracked by Wall St. Rank hold PM as of Q3 2026.

  • Consolidated Planning Corp held 19,205 shares of Philip Morris worth $3.66M as of Q3 2026.
  • Consolidated Planning Corp sold 14,266 Philip Morris shares in Q3 2026, an estimated $2.7M.
  • Philip Morris made up 0.5% of Consolidated Planning Corp's portfolio in Q3 2026, its #33 holding.
  • Consolidated Planning Corp first reported a position in Philip Morris in Q3 2021 and has held it in 6 quarters since.
  • Consolidated Planning Corp's Philip Morris position peaked at $6.06M in Q2 2026.
  • 1,424 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on Consolidated Planning Corp's 13F filing for Q3 2026, filed 21 Oct 2026.