Creative Planning
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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 $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

Creative Planning's PM Position: Q1 2026 in Review

Creative Planning increased its Philip Morris (PM) stake by 17% in Q1 2026, buying an estimated $14.7M and bringing the position to 570,697 shares worth $94.4M. The position accounts for 0.06% of the portfolio, ranked #136.

Creative Planning first reported a position in PM in Q2 2013 and has held it in 52 quarters since. 2,854 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Creative Planning held 570,697 shares of Philip Morris worth $94.4M as of Q1 2026.
  • Creative Planning bought 84,879 Philip Morris shares in Q1 2026, an estimated $14.7M.
  • Philip Morris made up 0.06% of Creative Planning's portfolio in Q1 2026, its #136 holding.
  • Creative Planning first reported a position in Philip Morris in Q2 2013 and has held it in 52 quarters since.
  • 2,854 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.