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DHJJ Financial Advisors’s Philip Morris PM Stock Holding History

DHJJ Financial Advisors’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 		$64.3K Hold
389
– – 0.02% 358
2025
Q4 		$62.4K Hold
389
– – 0.02% 347
2025
Q3 		$63.1K Hold
389
– – 0.02% 328
2025
Q2 		$70.8K Hold
389
– – 0.03% 297
2025
Q1 		$61.7K Hold
389
– – 0.02% 291
2024
Q4 		$46.8K Hold
389
– – 0.02% 314
2024
Q3 		$47.2K Hold
389
– – 0.02% 310
2024
Q2 		$39.4K Hold
389
– – 0.02% 305
2024
Q1 		$35.6K Hold
389
– – 0.02% 300
2023
Q4 		$36.6K Hold
389
– – 0.02% 294
2023
Q3 		$36K Buy
+389
New +$37.4K 0.02% 283

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

DHJJ Financial Advisors's PM Position: Q1 2026 in Review

DHJJ Financial Advisors held its Philip Morris (PM) position steady in Q1 2026 at 389 shares worth $64.3K. The position accounts for 0.02% of the portfolio, ranked #358.

DHJJ Financial Advisors first reported a position in PM in Q3 2023 and has held it in 11 quarters since. The position peaked at $70.8K in Q2 2025. 2,853 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • DHJJ Financial Advisors held 389 shares of Philip Morris worth $64.3K as of Q1 2026.
  • DHJJ Financial Advisors left its Philip Morris share count unchanged in Q1 2026.
  • Philip Morris made up 0.02% of DHJJ Financial Advisors's portfolio in Q1 2026, its #358 holding.
  • DHJJ Financial Advisors first reported a position in Philip Morris in Q3 2023 and has held it in 11 quarters since.
  • DHJJ Financial Advisors's Philip Morris position peaked at $70.8K in Q2 2025.
  • 2,853 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.