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Cornerstone Planning Group’s Philip Morris PM Stock Holding History

Cornerstone Planning 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 		$474K Sell
2,440
-33
-1% -$5.72K 0.06% 105
2026
Q1 		$419K Buy
2,473
+97
+4% +$16.9K 0.06% 106
2025
Q4 		$424K Buy
2,376
+2,037
+601% +$316K 0.07% 91
2025
Q3 		$46.5K Sell
339
-1,319
-80% -$222K 0.01% 361
2025
Q2 		$272K Buy
1,658
+512
+45% +$87.9K 0.06% 71
2025
Q1 		$193K Buy
1,146
+565
+97% +$80K 0.05% 87
2024
Q4 		$75.8K Buy
581
+15
+3% +$1.89K 0.02% 136
2024
Q3 		$74.5K Sell
566
-520
-48% -$60.4K 0.02% 139
2024
Q2 		$123K Buy
1,086
+506
+87% +$49.5K 0.04% 117
2024
Q1 		$56.5K Sell
580
-142
-20% -$13.1K 0.02% 160
2023
Q4 		$67.9K Sell
722
-25
-3% -$2.3K 0.02% 148
2023
Q3 		$69.2K Sell
747
-109
-13% -$10.5K 0.03% 143
2023
Q2 		$83.6K Buy
+856
New +$81.8K 0.03% 154
2022
Q4 		$109K Buy
+1,076
New +$102K 0.05% 148

Other funds holding PM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Cornerstone Planning Group's PM Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Philip Morris (PM) stake by 1.3% in Q2 2026, selling an estimated $5.72K and leaving 2,440 shares worth $474K. The position accounts for 0.06% of the portfolio, ranked #105.

Cornerstone Planning Group first reported a position in PM in Q4 2022 and has held it in 14 quarters since. 1,916 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Cornerstone Planning Group held 2,440 shares of Philip Morris worth $474K as of Q2 2026.
  • Cornerstone Planning Group sold 33 Philip Morris shares in Q2 2026, an estimated $5.72K.
  • Philip Morris made up 0.06% of Cornerstone Planning Group's portfolio in Q2 2026, its #105 holding.
  • Cornerstone Planning Group first reported a position in Philip Morris in Q4 2022 and has held it in 14 quarters since.
  • 1,916 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.