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Fi3 Financial Advisors’s Philip Morris PM Stock Holding History

Fi3 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 		$305K Sell
1,821
-215
-11% -$37.4K 0.09% 134
2025
Q4 		$330K Buy
2,036
+496
+32% +$76.8K 0.1% 119
2025
Q3 		$250K Sell
1,540
-303
-16% -$51K 0.08% 122
2025
Q2 		$338K Buy
1,843
+284
+18% +$48.8K 0.12% 85
2025
Q1 		$248K Buy
+1,559
New +$221K 0.1% 99
2021
Q2 		– Sell
-2,603
Closed -$231K – 51
2021
Q1 		$231K Buy
+2,603
New +$221K 0.2% 40

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

Fi3 Financial Advisors's PM Position: Q1 2026 in Review

Fi3 Financial Advisors reduced its Philip Morris (PM) stake by 11% in Q1 2026, selling an estimated $37.4K and leaving 1,821 shares worth $305K. The position accounts for 0.09% of the portfolio, ranked #134.

Fi3 Financial Advisors first reported a position in PM in Q1 2021 and has held it in 6 quarters since. The position peaked at $338K in Q2 2025. 2,856 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Fi3 Financial Advisors held 1,821 shares of Philip Morris worth $305K as of Q1 2026.
  • Fi3 Financial Advisors sold 215 Philip Morris shares in Q1 2026, an estimated $37.4K.
  • Philip Morris made up 0.09% of Fi3 Financial Advisors's portfolio in Q1 2026, its #134 holding.
  • Fi3 Financial Advisors first reported a position in Philip Morris in Q1 2021 and has held it in 6 quarters since.
  • Fi3 Financial Advisors's Philip Morris position peaked at $338K in Q2 2025.
  • 2,856 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Fi3 Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.