First Pacific Financial’s Philip Morris PM Stock Holding History

First Pacific Financial’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	$15.4K	Buy	85 +51	+150%	+$8.85K	﹤0.01%	348
2026 Q1	$5.62K	Buy	+34	New	+$5.91K	﹤0.01%	449
2025 Q4	–	Sell	-5	Closed	-$811	–	563
2025 Q3	$811	Buy	+5	New	+$841	﹤0.01%	461
2025 Q2	–	Sell	-123	Closed	-$19.5K	–	574
2025 Q1	$19.5K	Buy	123 +73	+146%	+$10.3K	﹤0.01%	249
2024 Q4	$6.02K	Buy	+50	New	+$6.31K	﹤0.01%	299
2024 Q2	–	Sell	-44	Closed	-$4.09K	–	454
2024 Q1	$4.09K	Buy	+44	New	+$4.06K	﹤0.01%	312

Other funds holding PM

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

CIPU

Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return

NONA

Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return

First Pacific Financial's PM Position: Q2 2026 in Review

First Pacific Financial increased its Philip Morris (PM) stake by 150% in Q2 2026, buying an estimated $8.85K and bringing the position to 85 shares worth $15.4K. The position accounts for ﹤0.01% of the portfolio, ranked #348.

First Pacific Financial first reported a position in PM in Q1 2024 and has held it in 6 quarters since. The position peaked at $19.5K in Q1 2025. 1,067 funds tracked by Wall St. Rank hold PM as of Q2 2026.

First Pacific Financial held 85 shares of Philip Morris worth $15.4K as of Q2 2026.
First Pacific Financial bought 51 Philip Morris shares in Q2 2026, an estimated $8.85K.
Philip Morris made up ﹤0.01% of First Pacific Financial's portfolio in Q2 2026, its #348 holding.
First Pacific Financial first reported a position in Philip Morris in Q1 2024 and has held it in 6 quarters since.
First Pacific Financial's Philip Morris position peaked at $19.5K in Q1 2025.
1,067 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on First Pacific Financial's 13F filing for Q2 2026, filed 20 Jul 2026.