Delta Financial Group’s Philip Morris PM Stock Holding History

Delta Financial Group’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
2025 Q1	$708K	Buy	4,672 +13	+0.3%	+$1.84K	0.16%	106
2024 Q4	$561K	Buy	+4,659	New	+$588K	0.13%	119
2024 Q2	–	Sell	-4,916	Closed	-$450K	–	202
2024 Q1	$450K	Buy	4,916 +56	+1%	+$5.16K	0.13%	130
2023 Q4	$457K	Buy	4,860 +267	+6%	+$24.6K	0.14%	114
2023 Q3	$425K	Buy	+4,593	New	+$442K	0.15%	115
2023 Q2	–	Sell	-4,752	Closed	-$462K	–	166
2023 Q1	$462K	Sell	4,752 -41	-0.9%	-$4.09K	0.18%	97
2022 Q4	$492K	Buy	+4,793	New	+$452K	0.22%	86

Other funds holding PM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Delta Financial Group's PM Position: Q1 2025 in Review

Delta Financial Group increased its Philip Morris (PM) stake by 0.28% in Q1 2025, buying an estimated $1.84K and bringing the position to 4,672 shares worth $708K. The position accounts for 0.16% of the portfolio, ranked #106.

Delta Financial Group first reported a position in PM in Q4 2022 and has held it in 7 quarters since. 2,708 funds tracked by Wall St. Rank hold PM as of Q1 2025.

Delta Financial Group held 4,672 shares of Philip Morris worth $708K as of Q1 2025.
Delta Financial Group bought 13 Philip Morris shares in Q1 2025, an estimated $1.84K.
Philip Morris made up 0.16% of Delta Financial Group's portfolio in Q1 2025, its #106 holding.
Delta Financial Group first reported a position in Philip Morris in Q4 2022 and has held it in 7 quarters since.
2,708 funds tracked by Wall St. Rank held Philip Morris as of Q1 2025.

Based on Delta Financial Group's 13F filing for Q1 2025, filed 9 May 2025.