DDFG Inc’s Philip Morris PM Stock Holding History

DDFG Inc’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	$1.68M	Sell	9,306 -12	-0.1%	-$2.08K	0.33%	36
2026 Q1	$1.54M	Sell	9,318 -50	-0.5%	-$8.69K	0.33%	34
2025 Q4	$1.5M	Sell	9,368 -62	-0.7%	-$9.61K	0.33%	33
2025 Q3	$1.53M	Buy	9,430 +29	+0.3%	+$4.88K	0.35%	32
2025 Q2	$1.71M	Sell	9,401 -130	-1%	-$22.3K	0.43%	29
2025 Q1	$1.51M	Sell	9,531 -21	-0.2%	-$2.98K	0.42%	28
2024 Q4	$1.15M	Sell	9,552 -11	-0.1%	-$1.39K	0.33%	29
2024 Q3	$1.16M	Buy	9,563 +1,280	+15%	+$149K	0.33%	30
2024 Q2	$839K	Buy	+8,283	New	+$810K	0.26%	34

Other funds holding PM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

DDFG Inc's PM Position: Q2 2026 in Review

DDFG Inc reduced its Philip Morris (PM) stake by 0.13% in Q2 2026, selling an estimated $2.08K and leaving 9,306 shares worth $1.68M. The position accounts for 0.33% of the portfolio, ranked #36.

DDFG Inc first reported a position in PM in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.71M in Q2 2025. 1,484 funds tracked by Wall St. Rank hold PM as of Q2 2026.

DDFG Inc held 9,306 shares of Philip Morris worth $1.68M as of Q2 2026.
DDFG Inc sold 12 Philip Morris shares in Q2 2026, an estimated $2.08K.
Philip Morris made up 0.33% of DDFG Inc's portfolio in Q2 2026, its #36 holding.
DDFG Inc first reported a position in Philip Morris in Q2 2024 and has held it in 9 quarters since.
DDFG Inc's Philip Morris position peaked at $1.71M in Q2 2025.
1,484 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on DDFG Inc's 13F filing for Q2 2026, filed 28 Jul 2026.