Financial Perspectives’s Philip Morris PM Stock Holding History

Financial Perspectives’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	$47.5K	Hold	263	–	–	0.01%	340
2026 Q1	$43.4K	Buy	263 +1	+0.4%	+$174	0.01%	330
2025 Q4	$42.1K	Hold	262	–	–	0.01%	334
2025 Q3	$42.5K	Hold	262	–	–	0.01%	331
2025 Q2	$47.7K	Hold	262	–	–	0.01%	316
2025 Q1	$41.5K	Buy	262 +1	+0.4%	+$142	0.01%	317
2024 Q4	$31.4K	Hold	261	–	–	0.01%	351
2024 Q3	$31.7K	Hold	261	–	–	0.01%	328
2024 Q2	$26.5K	Hold	261	–	–	0.01%	345
2024 Q1	$23.9K	Sell	261 -109	-29%	-$10.1K	0.01%	359
2023 Q4	$34.8K	Hold	370	–	–	0.01%	310
2023 Q3	$34.3K	Hold	370	–	–	0.02%	294
2023 Q2	$36.1K	Hold	370	–	–	0.02%	299
2023 Q1	$36K	Hold	370	–	–	0.02%	293
2022 Q4	$37.5K	Hold	370	–	–	0.02%	276
2022 Q3	$30.7K	Hold	370	–	–	0.02%	290
2022 Q2	$36.6K	Hold	370	–	–	0.02%	269
2022 Q1	$34.8K	Hold	370	–	–	0.02%	299
2021 Q4	$35.2K	Hold	370	–	–	0.02%	281
2021 Q3	$35.1K	Hold	370	–	–	0.02%	279
2021 Q2	$36.7K	Sell	370 -32,489	-99%	-$3.12M	0.02%	293
2021 Q1	$370K	Buy	32,859 +32,489	+8,781%	+$2.76M	0.02%	323
2020 Q4	$30.7K	Hold	370	–	–	0.02%	281
2020 Q3	$27.8K	Hold	370	–	–	0.02%	253
2020 Q2	$25.9K	Sell	370 -65	-15%	-$4.74K	0.02%	243
2020 Q1	$31.8K	Hold	435	–	–	0.03%	198
2019 Q4	$37K	Buy	+435	New	+$35.9K	0.03%	198

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 Perspectives's PM Position: Q2 2026 in Review

Financial Perspectives held its Philip Morris (PM) position steady in Q2 2026 at 263 shares worth $47.5K. The position accounts for 0.01% of the portfolio, ranked #340.

Financial Perspectives first reported a position in PM in Q4 2019 and has held it in 27 quarters since. The position peaked at $370K in Q1 2021. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Financial Perspectives held 263 shares of Philip Morris worth $47.5K as of Q2 2026.
Financial Perspectives left its Philip Morris share count unchanged in Q2 2026.
Philip Morris made up 0.01% of Financial Perspectives's portfolio in Q2 2026, its #340 holding.
Financial Perspectives first reported a position in Philip Morris in Q4 2019 and has held it in 27 quarters since.
Financial Perspectives's Philip Morris position peaked at $370K in Q1 2021.
2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.