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Financial Strategies Group’s Philip Morris PM Stock Holding History

Financial Strategies Group’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
Q1 		$370K Sell
2,302
-322
-12% -$56K 0.06% 77
2025
Q4 		$407K Buy
2,624
+322
+14% +$49.9K 0.07% 76
2025
Q3 		$333K Sell
2,302
-25
-1% -$4.21K 0.06% 78
2025
Q2 		$419K Buy
2,327
+41
+2% +$7.04K 0.09% 75
2025
Q1 		$366K Buy
+2,286
New +$324K 0.09% 75

Other funds holding PM

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Financial Strategies Group's PM Position: Q1 2026 in Review

Financial Strategies Group reduced its Philip Morris (PM) stake by 12% in Q1 2026, selling an estimated $56K and leaving 2,302 shares worth $370K. The position accounts for 0.06% of the portfolio, ranked #77.

Financial Strategies Group first reported a position in PM in Q1 2025 and has held it in 5 quarters since. The position peaked at $419K in Q2 2025. 2,856 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Financial Strategies Group held 2,302 shares of Philip Morris worth $370K as of Q1 2026.
  • Financial Strategies Group sold 322 Philip Morris shares in Q1 2026, an estimated $56K.
  • Philip Morris made up 0.06% of Financial Strategies Group's portfolio in Q1 2026, its #77 holding.
  • Financial Strategies Group first reported a position in Philip Morris in Q1 2025 and has held it in 5 quarters since.
  • Financial Strategies Group's Philip Morris position peaked at $419K in Q2 2025.
  • 2,856 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Financial Strategies Group's 13F filing for Q1 2026, filed 8 May 2026.