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 Q2	$276K	Buy	1,524 +92	+6%	+$16K	0.05%	109
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 Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Coyle Financial Counsel's PM Position: Q2 2026 in Review

Coyle Financial Counsel increased its Philip Morris (PM) stake by 6.4% in Q2 2026, buying an estimated $16K and bringing the position to 1,524 shares worth $276K. The position accounts for 0.05% of the portfolio, ranked #109.

Coyle Financial Counsel first reported a position in PM in Q2 2018 and has held it in 3 quarters since. 2,932 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Coyle Financial Counsel held 1,524 shares of Philip Morris worth $276K as of Q2 2026.
Coyle Financial Counsel bought 92 Philip Morris shares in Q2 2026, an estimated $16K.
Philip Morris made up 0.05% of Coyle Financial Counsel's portfolio in Q2 2026, its #109 holding.
Coyle Financial Counsel first reported a position in Philip Morris in Q2 2018 and has held it in 3 quarters since.
2,932 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Coyle Financial Counsel's 13F filing for Q2 2026, filed 7 Aug 2026.