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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
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

Other funds holding PM

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Consolidated Planning Corp's PM Position: Q2 2026 in Review

Consolidated Planning Corp increased its Philip Morris (PM) stake by 1.9% in Q2 2026, buying an estimated $106K and bringing the position to 33,471 shares worth $6.06M. The position accounts for 0.82% of the portfolio, ranked #22.

Consolidated Planning Corp first reported a position in PM in Q3 2021 and has held it in 5 quarters since. 2,927 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Consolidated Planning Corp held 33,471 shares of Philip Morris worth $6.06M as of Q2 2026.
  • Consolidated Planning Corp bought 612 Philip Morris shares in Q2 2026, an estimated $106K.
  • Philip Morris made up 0.82% of Consolidated Planning Corp's portfolio in Q2 2026, its #22 holding.
  • Consolidated Planning Corp first reported a position in Philip Morris in Q3 2021 and has held it in 5 quarters since.
  • 2,927 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Consolidated Planning Corp's 13F filing for Q2 2026, filed 24 Jul 2026.