Financial Management Professionals’s Philip Morris PM Stock Holding History

Financial Management Professionals’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	$798K	Buy	4,377 +243	+6%	+$42.1K	0.08%	83
2026 Q1	$690K	Buy	4,134 +61	+1%	+$10.6K	0.08%	81
2025 Q4	$659K	Buy	4,073 +3	+0.1%	+$465	0.07%	88
2025 Q3	$660K	Buy	4,070 +17	+0.4%	+$2.86K	0.07%	87
2025 Q2	$744K	Sell	4,053 -230	-5%	-$39.5K	0.08%	76
2025 Q1	$680K	Buy	4,283 +144	+3%	+$20.4K	0.09%	74
2024 Q4	$498K	Buy	4,139 +440	+12%	+$55.5K	0.06%	93
2024 Q3	$449K	Buy	3,699 +74	+2%	+$8.6K	0.06%	94
2024 Q2	$367K	Sell	3,625 -2,704	-43%	-$264K	0.05%	104
2024 Q1	$580K	Buy	6,329 +397	+7%	+$36.6K	0.09%	81
2023 Q4	$558K	Buy	5,932 +334	+6%	+$30.8K	0.09%	69
2023 Q3	$518K	Sell	5,598 -307	-5%	-$29.5K	0.09%	68
2023 Q2	$576K	Buy	5,905 +220	+4%	+$21K	0.1%	66
2023 Q1	$553K	Buy	5,685 +269	+5%	+$26.8K	0.11%	63
2022 Q4	$548K	Buy	5,416 +356	+7%	+$33.6K	0.11%	55
2022 Q3	$420K	Buy	5,060 +136	+3%	+$13K	0.1%	56
2022 Q2	$486K	Sell	4,924 -6	-0.1%	-$612	0.12%	58
2022 Q1	$463K	Buy	4,930 +173	+4%	+$17.3K	0.1%	63
2021 Q4	$452K	Buy	4,757 +42	+0.9%	+$3.93K	0.1%	63
2021 Q3	$447K	Buy	4,715 +25	+0.5%	+$2.52K	0.1%	54
2021 Q2	$465K	Buy	4,690 +25	+0.5%	+$2.4K	0.12%	49
2021 Q1	$414K	Buy	4,665 +355	+8%	+$30.1K	0.11%	44
2020 Q4	$357K	Buy	4,310 +64	+2%	+$4.98K	0.1%	46
2020 Q3	$318K	Hold	4,246	–	–	0.11%	41
2020 Q2	$297K	Buy	4,246 +1,246	+42%	+$90.9K	0.1%	43
2020 Q1	$219K	Hold	3,000	–	–	0.09%	44
2019 Q4	$255K	Hold	3,000	–	–	0.08%	44
2019 Q3	$228K	Hold	3,000	–	–	0.08%	46
2019 Q2	$236K	Hold	3,000	–	–	0.09%	44
2019 Q1	$265K	Hold	3,000	–	–	0.11%	34
2018 Q4	$200K	Hold	3,000	–	–	0.12%	39
2018 Q3	$245K	Hold	3,000	–	–	0.1%	41
2018 Q2	$242K	Hold	3,000	–	–	0.1%	39
2018 Q1	$298K	Sell	3,000 -200	-6%	-$20.8K	0.15%	33
2017 Q4	$338K	Hold	3,200	–	–	0.14%	31
2017 Q3	$355K	Hold	3,200	–	–	0.16%	30
2017 Q2	$375K	Hold	3,200	–	–	0.17%	31
2017 Q1	$361K	Hold	3,200	–	–	0.18%	31
2016 Q4	$292K	Hold	3,200	–	–	0.15%	33
2016 Q3	$311K	Sell	3,200 -222	-6%	-$22.2K	0.16%	30
2016 Q2	$347K	Buy	3,422 +222	+7%	+$22.1K	0.18%	31
2016 Q1	$314K	Hold	3,200	–	–	0.16%	34
2015 Q4	$281K	Hold	3,200	–	–	0.14%	36
2015 Q3	$254K	Hold	3,200	–	–	0.17%	34
2015 Q2	$256K	Hold	3,200	–	–	0.12%	35
2015 Q1	$241K	Hold	3,200	–	–	0.11%	32
2014 Q4	$261K	Hold	3,200	–	–	0.14%	36
2014 Q3	$266K	Hold	3,200	–	–	0.18%	31
2014 Q2	$269K	Hold	3,200	–	–	0.18%	33
2014 Q1	$262K	Hold	3,200	–	–	0.18%	34
2013 Q4	$279K	Hold	3,200	–	–	0.19%	30
2013 Q3	$277K	Hold	3,200	–	–	0.17%	28
2013 Q2	$277K	Buy	+3,200	New	+$297K	0.2%	28

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 $3.37T AUM 44.26% 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 Management Professionals's PM Position: Q2 2026 in Review

Financial Management Professionals increased its Philip Morris (PM) stake by 5.9% in Q2 2026, buying an estimated $42.1K and bringing the position to 4,377 shares worth $798K. The position accounts for 0.08% of the portfolio, ranked #83.

Financial Management Professionals first reported a position in PM in Q2 2013 and has held it in 53 quarters since. 2,918 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Financial Management Professionals held 4,377 shares of Philip Morris worth $798K as of Q2 2026.
Financial Management Professionals bought 243 Philip Morris shares in Q2 2026, an estimated $42.1K.
Philip Morris made up 0.08% of Financial Management Professionals's portfolio in Q2 2026, its #83 holding.
Financial Management Professionals first reported a position in Philip Morris in Q2 2013 and has held it in 53 quarters since.
2,918 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.