Financial Freedom LLC’s Philip Morris PM Stock Holding History

Financial Freedom LLC’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	$35.5K	Buy	215 +60	+39%	+$10.4K	0.02%	189
2025 Q4	$24.9K	Hold	155	–	–	0.01%	207
2025 Q3	$25.2K	Buy	155 +1	+0.6%	+$168	0.01%	212
2025 Q2	$28.1K	Buy	154 +1	+0.7%	+$172	0.02%	199
2025 Q1	$24.3K	Buy	153 +2	+1%	+$283	0.01%	212
2024 Q4	$18.2K	Buy	151 +1	+0.7%	+$126	0.01%	229
2024 Q3	$18.2K	Buy	150 +2	+1%	+$232	0.01%	230
2024 Q2	$15K	Hold	148	–	–	0.01%	249
2024 Q1	$13.6K	Buy	148 +2	+1%	+$184	0.01%	250
2023 Q4	$13.8K	Buy	146 +2	+1%	+$184	0.01%	247
2023 Q3	$13.4K	Sell	144 -5	-3%	-$481	0.01%	251
2023 Q2	$14.6K	Buy	149 +2	+1%	+$191	0.01%	242
2023 Q1	$14.3K	Buy	147 +1	+0.7%	+$100	0.01%	236
2022 Q4	$14.7K	Buy	+146	New	+$13.8K	0.01%	232

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

Financial Freedom LLC's PM Position: Q1 2026 in Review

Financial Freedom LLC increased its Philip Morris (PM) stake by 39% in Q1 2026, buying an estimated $10.4K and bringing the position to 215 shares worth $35.5K. The position accounts for 0.02% of the portfolio, ranked #189.

Financial Freedom LLC first reported a position in PM in Q4 2022 and has held it in 14 quarters since. 2,855 funds tracked by Wall St. Rank hold PM as of Q1 2026.

Financial Freedom LLC held 215 shares of Philip Morris worth $35.5K as of Q1 2026.
Financial Freedom LLC bought 60 Philip Morris shares in Q1 2026, an estimated $10.4K.
Philip Morris made up 0.02% of Financial Freedom LLC's portfolio in Q1 2026, its #189 holding.
Financial Freedom LLC first reported a position in Philip Morris in Q4 2022 and has held it in 14 quarters since.
2,855 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Financial Freedom LLC's 13F filing for Q1 2026, filed 30 Apr 2026.