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Financial Consulate’s Philip Morris PM Stock Holding History

Financial Consulate’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 		$94.1K Buy
519
+118
+29% +$20.5K 0.01% 244
2026
Q1 		$66.3K Buy
401
+60
+18% +$10.4K 0.01% 280
2025
Q4 		$54.7K Sell
341
-133
-28% -$20.6K 0.01% 304
2025
Q3 		$76.9K Buy
+474
New +$79.8K 0.01% 260

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

Financial Consulate's PM Position: Q2 2026 in Review

Financial Consulate increased its Philip Morris (PM) stake by 29% in Q2 2026, buying an estimated $20.5K and bringing the position to 519 shares worth $94.1K. The position accounts for 0.01% of the portfolio, ranked #244.

Financial Consulate first reported a position in PM in Q3 2025 and has held it in 4 quarters since. 2,926 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Financial Consulate held 519 shares of Philip Morris worth $94.1K as of Q2 2026.
  • Financial Consulate bought 118 Philip Morris shares in Q2 2026, an estimated $20.5K.
  • Philip Morris made up 0.01% of Financial Consulate's portfolio in Q2 2026, its #244 holding.
  • Financial Consulate first reported a position in Philip Morris in Q3 2025 and has held it in 4 quarters since.
  • 2,926 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.