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Finivi Inc’s Philip Morris PM Stock Holding History

Finivi Inc’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 		$2.72M Buy
15,022
+6,037
+67% +$1.05M 1.39% 24
2026
Q1 		$1.49M Buy
8,985
+398
+5% +$69.2K 0.81% 35
2025
Q4 		$1.38M Buy
8,587
+3,186
+59% +$494K 0.8% 34
2025
Q3 		$876K Sell
5,401
-33
-0.6% -$5.55K 0.56% 44
2025
Q2 		$990K Sell
5,434
-236
-4% -$40.5K 0.67% 41
2025
Q1 		$900K Buy
5,670
+14
+0.2% +$1.98K 0.72% 37
2024
Q4 		$681K Sell
5,656
-248
-4% -$31.3K 0.54% 46
2024
Q3 		$717K Buy
5,904
+53
+0.9% +$6.16K 0.58% 42
2024
Q2 		$593K Sell
5,851
-23
-0.4% -$2.25K 0.49% 51
2024
Q1 		$538K Buy
5,874
+581
+11% +$53.6K 0.49% 56
2023
Q4 		$498K Buy
+5,293
New +$488K 0.49% 57
2021
Q4 		$1.12M Buy
+11,796
New +$1.1M 1.18% 27

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

Finivi Inc's PM Position: Q2 2026 in Review

Finivi Inc increased its Philip Morris (PM) stake by 67% in Q2 2026, buying an estimated $1.05M and bringing the position to 15,022 shares worth $2.72M. The position accounts for 1.39% of the portfolio, ranked #24.

Finivi Inc first reported a position in PM in Q4 2021 and has held it in 12 quarters since. 2,882 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Finivi Inc held 15,022 shares of Philip Morris worth $2.72M as of Q2 2026.
  • Finivi Inc bought 6,037 Philip Morris shares in Q2 2026, an estimated $1.05M.
  • Philip Morris made up 1.39% of Finivi Inc's portfolio in Q2 2026, its #24 holding.
  • Finivi Inc first reported a position in Philip Morris in Q4 2021 and has held it in 12 quarters since.
  • 2,882 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Finivi Inc's 13F filing for Q2 2026, filed 9 Jul 2026.