DRP
PM icon

Decker Retirement Planning’s Philip Morris PM Stock Holding History

Decker Retirement 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
2026
Q2 		– Sell
-89
Closed -$14.7K – 467
2026
Q1 		$14.7K Hold
89
– – 0.01% 152
2025
Q4 		$14.3K Sell
89
-26
-23% -$4.03K 0.01% 145
2025
Q3 		$18.7K Sell
115
-3
-3% -$505 0.01% 131
2025
Q2 		$21.5K Buy
+118
New +$20.3K 0.01% 113

Other funds holding PM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Common Retirement Fund
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Decker Retirement Planning's PM Position: Q2 2026 in Review

Decker Retirement Planning sold out of Philip Morris (PM) in Q2 2026, closing a stake of 89 shares — an estimated $14.7K sold.

Decker Retirement Planning first reported a position in PM in Q2 2025 and held it in 4 quarters. The position peaked at $21.5K in Q2 2025. 1,241 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Decker Retirement Planning reported no remaining Philip Morris position as of Q2 2026 after selling out during the quarter.
  • Decker Retirement Planning sold 89 Philip Morris shares in Q2 2026, an estimated $14.7K.
  • Decker Retirement Planning first reported a position in Philip Morris in Q2 2025 and held it in 4 quarters.
  • Decker Retirement Planning's Philip Morris position peaked at $21.5K in Q2 2025.
  • 1,241 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Decker Retirement Planning's 13F filing for Q2 2026, filed 16 Jul 2026.