FFG
PM icon

Fiduciary Financial Group’s Philip Morris PM Stock Holding History

Fiduciary Financial Group’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 		$316K Buy
1,749
+142
+9% +$24.6K 0.04% 286
2026
Q1 		$266K Buy
1,607
+15
+0.9% +$2.61K 0.04% 287
2025
Q4 		$255K Buy
1,592
+32
+2% +$4.96K 0.04% 281
2025
Q3 		$253K Buy
+1,560
New +$262K 0.04% 270
2024
Q4 		– Sell
-2,696
Closed -$320K – 295
2024
Q3 		$320K Buy
+2,696
New +$313K 0.07% 193

Other funds holding PM

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Fiduciary Financial Group's PM Position: Q2 2026 in Review

Fiduciary Financial Group increased its Philip Morris (PM) stake by 8.8% in Q2 2026, buying an estimated $24.6K and bringing the position to 1,749 shares worth $316K. The position accounts for 0.04% of the portfolio, ranked #286.

Fiduciary Financial Group first reported a position in PM in Q3 2024 and has held it in 5 quarters since. The position peaked at $320K in Q3 2024. 1,765 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Fiduciary Financial Group held 1,749 shares of Philip Morris worth $316K as of Q2 2026.
  • Fiduciary Financial Group bought 142 Philip Morris shares in Q2 2026, an estimated $24.6K.
  • Philip Morris made up 0.04% of Fiduciary Financial Group's portfolio in Q2 2026, its #286 holding.
  • Fiduciary Financial Group first reported a position in Philip Morris in Q3 2024 and has held it in 5 quarters since.
  • Fiduciary Financial Group's Philip Morris position peaked at $320K in Q3 2024.
  • 1,765 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Fiduciary Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.