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Coyle Financial Counsel’s Philip Morris PM Stock Holding History

Coyle Financial Counsel’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 		$237K Buy
+1,432
New +$249K 0.05% 101
2018
Q3 		– Sell
-78
Closed -$6K – 233
2018
Q2 		$6K Buy
+78
New +$6.62K 0.01% 160

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

Coyle Financial Counsel's PM Position: Q1 2026 in Review

Coyle Financial Counsel opened a new position in Philip Morris (PM) in Q1 2026: 1,432 shares worth $237K. The stake represents 0.05% of the portfolio and ranks #101 among its holdings. This is a return to the name: Coyle Financial Counsel previously reported a position in PM as recently as Q2 2018.

Coyle Financial Counsel first reported a position in PM in Q2 2018 and has held it in 2 quarters since. 2,856 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Coyle Financial Counsel held 1,432 shares of Philip Morris worth $237K as of Q1 2026.
  • Philip Morris was a new Coyle Financial Counsel position in Q1 2026.
  • Philip Morris made up 0.05% of Coyle Financial Counsel's portfolio in Q1 2026, its #101 holding.
  • Coyle Financial Counsel first reported a position in Philip Morris in Q2 2018 and has held it in 2 quarters since.
  • 2,856 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Coyle Financial Counsel's 13F filing for Q1 2026, filed 12 May 2026.