Fee-Only Financial Planning’s Philip Morris PM Stock Holding History

Fee-Only Financial 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 Q1	$1.27M	Sell	7,666 -60	-0.8%	-$10.4K	0.77%	16
2025 Q4	$1.24M	Hold	7,726	–	–	0.72%	16
2025 Q3	$1.25M	Sell	7,726 -150	-2%	-$25.2K	0.73%	15
2025 Q2	$1.43M	Hold	7,876	–	–	0.89%	15
2025 Q1	$1.25M	Sell	7,876 -1,000	-11%	-$142K	0.85%	15
2024 Q4	$1.07M	Hold	8,876	–	–	0.69%	15
2024 Q3	$1.08M	Sell	8,876 -176	-2%	-$20.4K	0.69%	15
2024 Q2	$917K	Hold	9,052	–	–	0.62%	17
2024 Q1	$829K	Sell	9,052 -300	-3%	-$27.7K	0.56%	17
2023 Q4	$880K	Hold	9,352	–	–	0.64%	17
2023 Q3	$866K	Hold	9,352	–	–	0.7%	17
2023 Q2	$913K	Hold	9,352	–	–	0.7%	19
2023 Q1	$909K	Hold	9,352	–	–	0.74%	17
2022 Q4	$947K	Buy	+9,352	New	+$883K	0.79%	16

Other funds holding PM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

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

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

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

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

Fee-Only Financial Planning's PM Position: Q1 2026 in Review

Fee-Only Financial Planning reduced its Philip Morris (PM) stake by 0.78% in Q1 2026, selling an estimated $10.4K and leaving 7,666 shares worth $1.27M. The position accounts for 0.77% of the portfolio, ranked #16.

Fee-Only Financial Planning first reported a position in PM in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.43M in Q2 2025. 2,854 funds tracked by Wall St. Rank hold PM as of Q1 2026.

Fee-Only Financial Planning held 7,666 shares of Philip Morris worth $1.27M as of Q1 2026.
Fee-Only Financial Planning sold 60 Philip Morris shares in Q1 2026, an estimated $10.4K.
Philip Morris made up 0.77% of Fee-Only Financial Planning's portfolio in Q1 2026, its #16 holding.
Fee-Only Financial Planning first reported a position in Philip Morris in Q4 2022 and has held it in 14 quarters since.
Fee-Only Financial Planning's Philip Morris position peaked at $1.43M in Q2 2025.
2,854 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Fee-Only Financial Planning's 13F filing for Q1 2026, filed 29 Apr 2026.