Financial Gravity Companies’s Philip Morris PM Stock Holding History

Financial Gravity Companies’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	$3.44K	Buy	+19	New	+$3.29K	﹤0.01%	718
2025 Q2	$3.46K	Buy	+19	New	+$3.26K	﹤0.01%	709
2024 Q4	$11.9K	Hold	99	–	–	﹤0.01%	532
2024 Q3	$12K	Buy	+99	New	+$11.5K	﹤0.01%	329
2018 Q4	$6K	Buy	+76	New	+$6.35K	0.01%	676
2018 Q1	$3K	Sell	43 -6	-12%	-$625	﹤0.01%	872
2017 Q4	$5K	Buy	+49	New	+$5.22K	0.01%	726

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 $3.38T AUM 44.17% 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

Financial Gravity Companies's PM Position: Q2 2026 in Review

Financial Gravity Companies opened a new position in Philip Morris (PM) in Q2 2026: 19 shares worth $3.44K. The stake represents ﹤0.01% of the portfolio and ranks #718 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in PM as recently as Q2 2025.

Financial Gravity Companies first reported a position in PM in Q4 2017 and has held it in 7 quarters since. The position peaked at $12K in Q3 2024. 2,937 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Financial Gravity Companies held 19 shares of Philip Morris worth $3.44K as of Q2 2026.
Philip Morris was a new Financial Gravity Companies position in Q2 2026.
Philip Morris made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2026, its #718 holding.
Financial Gravity Companies first reported a position in Philip Morris in Q4 2017 and has held it in 7 quarters since.
Financial Gravity Companies's Philip Morris position peaked at $12K in Q3 2024.
2,937 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Financial Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.