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CRA Financial Services’s Philip Morris PM Stock Holding History

CRA Financial Services’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 		$610K Buy
3,373
+123
+4% +$21.3K 0.07% 177
2026
Q1 		$537K Buy
3,250
+136
+4% +$23.6K 0.07% 175
2025
Q4 		$499K Buy
3,114
+70
+2% +$10.8K 0.07% 177
2025
Q3 		$494K Sell
3,044
-78
-2% -$13.1K 0.07% 170
2025
Q2 		$569K Sell
3,122
-266
-8% -$45.7K 0.09% 149
2025
Q1 		$538K Hold
3,388
– – 0.09% 147
2024
Q4 		$408K Buy
3,388
+93
+3% +$11.7K 0.07% 164
2024
Q3 		$400K Sell
3,295
-421
-11% -$48.9K 0.07% 156
2024
Q2 		$377K Hold
3,716
– – 0.08% 153
2024
Q1 		$340K Sell
3,716
-211
-5% -$19.5K 0.07% 158
2023
Q4 		$369K Sell
3,927
-36
-0.9% -$3.32K 0.09% 134
2023
Q3 		$367K Hold
3,963
– – 0.1% 130
2023
Q2 		$387K Sell
3,963
-275
-6% -$26.3K 0.1% 125
2023
Q1 		$412K Buy
4,238
+136
+3% +$13.6K 0.12% 123
2022
Q4 		$415K Sell
4,102
-67
-2% -$6.32K 0.14% 115
2022
Q3 		$346K Hold
4,169
– – 0.12% 131
2022
Q2 		$412K Sell
4,169
-2
-0% -$204 0.14% 122
2022
Q1 		$392K Sell
4,171
-165
-4% -$16.5K 0.12% 126
2021
Q4 		$412K Buy
4,336
+305
+8% +$28.5K 0.12% 122
2021
Q3 		$382K Sell
4,031
-131
-3% -$13.2K 0.13% 121
2021
Q2 		$412K Hold
4,162
– – 0.14% 117
2021
Q1 		$369K Sell
4,162
-495
-11% -$42K 0.14% 111
2020
Q4 		$386K Sell
4,657
-500
-10% -$38.9K 0.16% 102
2020
Q3 		$387K Sell
5,157
-850
-14% -$65.6K 0.19% 91
2020
Q2 		$421K Sell
6,007
-366
-6% -$26.7K 0.22% 90
2020
Q1 		$465K Buy
6,373
+495
+8% +$40.7K 0.3% 77
2019
Q4 		$500K Buy
5,878
+600
+11% +$49.5K 0.27% 78
2019
Q3 		$401K Buy
5,278
+410
+8% +$32.5K 0.24% 84
2019
Q2 		$382K Sell
4,868
-160
-3% -$13.2K 0.23% 91
2019
Q1 		$444K Sell
5,028
-233
-4% -$18.8K 0.29% 81
2018
Q4 		$351K Buy
+5,261
New +$439K 0.25% 92

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

CRA Financial Services's PM Position: Q2 2026 in Review

CRA Financial Services increased its Philip Morris (PM) stake by 3.8% in Q2 2026, buying an estimated $21.3K and bringing the position to 3,373 shares worth $610K. The position accounts for 0.07% of the portfolio, ranked #177.

CRA Financial Services first reported a position in PM in Q4 2018 and has held it in 31 quarters since. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • CRA Financial Services held 3,373 shares of Philip Morris worth $610K as of Q2 2026.
  • CRA Financial Services bought 123 Philip Morris shares in Q2 2026, an estimated $21.3K.
  • Philip Morris made up 0.07% of CRA Financial Services's portfolio in Q2 2026, its #177 holding.
  • CRA Financial Services first reported a position in Philip Morris in Q4 2018 and has held it in 31 quarters since.
  • 2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on CRA Financial Services's 13F filing for Q2 2026, filed 24 Jul 2026.