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Dunhill Financial’s Philip Morris PM Stock Holding History

Dunhill 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
Q2 		$121K Buy
669
+38
+6% +$6.59K 0.02% 204
2026
Q1 		$104K Sell
631
-8
-1% -$1.39K 0.02% 213
2025
Q4 		$103K Buy
639
+44
+7% +$6.82K 0.03% 192
2025
Q3 		$96.5K Buy
595
+216
+57% +$36.3K 0.03% 189
2025
Q2 		$69.1K Buy
379
+80
+27% +$13.7K 0.02% 206
2025
Q1 		$47.5K Buy
299
+38
+15% +$5.38K 0.02% 195
2024
Q4 		$31.4K Buy
261
+21
+9% +$2.65K 0.01% 227
2024
Q3 		$29.1K Buy
240
+161
+204% +$18.7K 0.02% 220
2024
Q2 		$8K Sell
79
-44
-36% -$4.3K 0.01% 333
2024
Q1 		$11.2K Buy
123
+21
+21% +$1.94K 0.01% 219
2023
Q4 		$9.63K Buy
+102
New +$9.4K 0.01% 216

Other funds holding PM

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dunhill Financial's PM Position: Q2 2026 in Review

Dunhill Financial increased its Philip Morris (PM) stake by 6% in Q2 2026, buying an estimated $6.59K and bringing the position to 669 shares worth $121K. The position accounts for 0.02% of the portfolio, ranked #204.

Dunhill Financial first reported a position in PM in Q4 2023 and has held it in 11 quarters since. 2,931 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Dunhill Financial held 669 shares of Philip Morris worth $121K as of Q2 2026.
  • Dunhill Financial bought 38 Philip Morris shares in Q2 2026, an estimated $6.59K.
  • Philip Morris made up 0.02% of Dunhill Financial's portfolio in Q2 2026, its #204 holding.
  • Dunhill Financial first reported a position in Philip Morris in Q4 2023 and has held it in 11 quarters since.
  • 2,931 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Dunhill Financial's 13F filing for Q2 2026, filed 7 Aug 2026.