Creative Planning
PM icon

Creative Planning’s Philip Morris PM Stock Holding History

Creative Planning’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
2017
Q2 		– Sell
-200
Closed -$2K – 4774
2017
Q1 		$2K Buy
+200
New +$20.6K ﹤0.01% 4307

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 $3.38T AUM 44.17% 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

Creative Planning's PM Position: Q2 2026 in Review

Creative Planning increased its Philip Morris (PM) stake by 9.3% in Q2 2026, buying an estimated $9.21M and bringing the position to 623,821 shares worth $113M. The position accounts for 0.07% of the portfolio, ranked #135.

Creative Planning first reported a position in PM in Q2 2013 and has held it in 53 quarters since. 2,937 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Creative Planning held 623,821 shares of Philip Morris worth $113M as of Q2 2026.
  • Creative Planning bought 53,124 Philip Morris shares in Q2 2026, an estimated $9.21M.
  • Philip Morris made up 0.07% of Creative Planning's portfolio in Q2 2026, its #135 holding.
  • Creative Planning first reported a position in Philip Morris in Q2 2013 and has held it in 53 quarters since.
  • 2,937 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.