FSA
PM icon

Financial Security Advisor’s Philip Morris PM Stock Holding History

Financial Security Advisor’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 		$4.74M Sell
26,012
-140
-0.5% -$24.3K 0.77% 25
2026
Q1 		$4.36M Buy
26,152
+949
+4% +$165K 0.8% 26
2025
Q4 		$4.08M Buy
25,203
+1,910
+8% +$296K 0.79% 26
2025
Q3 		$3.78M Buy
23,293
+2,590
+13% +$436K 0.8% 23
2025
Q2 		$3.8M Sell
20,703
-63
-0.3% -$10.8K 0.87% 23
2025
Q1 		$3.32M Buy
20,766
+131
+0.6% +$18.6K 0.84% 23
2024
Q4 		$2.48M Buy
20,635
+459
+2% +$57.9K 0.63% 25
2024
Q3 		$2.48M Sell
20,176
-341
-2% -$39.6K 0.62% 27
2024
Q2 		$2.11M Buy
20,517
+197
+1% +$19.3K 0.71% 26
2024
Q1 		$1.89M Buy
20,320
+334
+2% +$30.8K 0.66% 26
2023
Q4 		$1.91M Buy
19,986
+145
+0.7% +$13.4K 0.75% 24
2023
Q3 		$1.86M Buy
+19,841
New +$1.91M 0.86% 20

Other funds holding PM

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Financial Security Advisor's PM Position: Q2 2026 in Review

Financial Security Advisor reduced its Philip Morris (PM) stake by 0.54% in Q2 2026, selling an estimated $24.3K and leaving 26,012 shares worth $4.74M. The position accounts for 0.77% of the portfolio, ranked #25.

Financial Security Advisor first reported a position in PM in Q3 2023 and has held it in 12 quarters since. 2,921 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Financial Security Advisor held 26,012 shares of Philip Morris worth $4.74M as of Q2 2026.
  • Financial Security Advisor sold 140 Philip Morris shares in Q2 2026, an estimated $24.3K.
  • Philip Morris made up 0.77% of Financial Security Advisor's portfolio in Q2 2026, its #25 holding.
  • Financial Security Advisor first reported a position in Philip Morris in Q3 2023 and has held it in 12 quarters since.
  • 2,921 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Financial Security Advisor's 13F filing for Q2 2026, filed 11 Aug 2026.