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Financial Life Planners’s Philip Morris PM Stock Holding History

Financial Life Planners’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 		$152K Buy
840
+8
+1% +$1.39K 0.1% 74
2026
Q1 		$138K Buy
+832
New +$145K 0.11% 70
2025
Q4 		– Sell
-697
Closed -$113K – 257
2025
Q3 		$113K Buy
+697
New +$117K 0.08% 84
2025
Q2 		– Sell
-686
Closed -$109K – 77
2025
Q1 		$109K Sell
686
-29
-4% -$4.11K 0.11% 77
2024
Q4 		$86.1K Buy
+715
New +$90.2K 0.07% 85

Other funds holding PM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Financial Life Planners's PM Position: Q2 2026 in Review

Financial Life Planners increased its Philip Morris (PM) stake by 0.96% in Q2 2026, buying an estimated $1.39K and bringing the position to 840 shares worth $152K. The position accounts for 0.1% of the portfolio, ranked #74.

Financial Life Planners first reported a position in PM in Q4 2024 and has held it in 5 quarters since. 1,371 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Financial Life Planners held 840 shares of Philip Morris worth $152K as of Q2 2026.
  • Financial Life Planners bought 8 Philip Morris shares in Q2 2026, an estimated $1.39K.
  • Philip Morris made up 0.1% of Financial Life Planners's portfolio in Q2 2026, its #74 holding.
  • Financial Life Planners first reported a position in Philip Morris in Q4 2024 and has held it in 5 quarters since.
  • 1,371 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.