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DecisionPoint Financial’s Philip Morris PM Stock Holding History

DecisionPoint Financial’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
Q1 		$3.97K Sell
24
-21
-47% -$3.65K ﹤0.01% 237
2025
Q4 		$7.22K Buy
45
+21
+88% +$3.25K ﹤0.01% 222
2025
Q3 		$3.86K Hold
24
– – ﹤0.01% 192
2025
Q2 		$4.26K Buy
+24
New +$4.12K ﹤0.01% 187

Other funds holding PM

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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

DecisionPoint Financial's PM Position: Q1 2026 in Review

DecisionPoint Financial reduced its Philip Morris (PM) stake by 47% in Q1 2026, selling an estimated $3.65K and leaving 24 shares worth $3.97K. The position accounts for ﹤0.01% of the portfolio, ranked #237.

DecisionPoint Financial first reported a position in PM in Q2 2025 and has held it in 4 quarters since. The position peaked at $7.22K in Q4 2025. 2,855 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • DecisionPoint Financial held 24 shares of Philip Morris worth $3.97K as of Q1 2026.
  • DecisionPoint Financial sold 21 Philip Morris shares in Q1 2026, an estimated $3.65K.
  • Philip Morris made up ﹤0.01% of DecisionPoint Financial's portfolio in Q1 2026, its #237 holding.
  • DecisionPoint Financial first reported a position in Philip Morris in Q2 2025 and has held it in 4 quarters since.
  • DecisionPoint Financial's Philip Morris position peaked at $7.22K in Q4 2025.
  • 2,855 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on DecisionPoint Financial's 13F filing for Q1 2026, filed 6 May 2026.