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 Q2	$643K	Buy	38,097 +36,276	+1,992%	+$6.29M	0.15%	77
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 Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fi3 Financial Advisors's PM Position: Q2 2026 in Review

Fi3 Financial Advisors increased its Philip Morris (PM) stake by 1,992% in Q2 2026, buying an estimated $6.29M and bringing the position to 38,097 shares worth $643K. The position accounts for 0.15% of the portfolio, ranked #77.

Fi3 Financial Advisors first reported a position in PM in Q1 2021 and has held it in 7 quarters since. 2,931 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Fi3 Financial Advisors held 38,097 shares of Philip Morris worth $643K as of Q2 2026.
Fi3 Financial Advisors bought 36,276 Philip Morris shares in Q2 2026, an estimated $6.29M.
Philip Morris made up 0.15% of Fi3 Financial Advisors's portfolio in Q2 2026, its #77 holding.
Fi3 Financial Advisors first reported a position in Philip Morris in Q1 2021 and has held it in 7 quarters since.
2,931 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Fi3 Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.