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Focus Financial Network’s Philip Morris PM Stock Holding History

Focus Financial Network’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 		$924K Buy
5,107
+106
+2% +$18.4K 0.03% 359
2026
Q1 		$827K Sell
5,001
-910
-15% -$158K 0.03% 350
2025
Q4 		$948K Buy
5,911
+191
+3% +$29.6K 0.03% 312
2025
Q3 		$928K Sell
5,720
-127
-2% -$21.4K 0.03% 311
2025
Q2 		$1.06M Buy
5,847
+583
+11% +$100K 0.04% 284
2025
Q1 		$836K Buy
5,264
+112
+2% +$15.9K 0.03% 305
2024
Q4 		$620K Buy
5,152
+364
+8% +$45.9K 0.02% 368
2024
Q3 		$588K Hold
4,788
– – 0.02% 374
2024
Q2 		$519K Buy
4,788
+143
+3% +$14K 0.02% 396
2024
Q1 		$424K Sell
4,645
-3,561
-43% -$328K 0.02% 409
2023
Q4 		$783K Buy
8,206
+3,180
+63% +$293K 0.03% 362
2023
Q3 		$472K Sell
5,026
-384
-7% -$37K 0.03% 372
2023
Q2 		$535K Buy
5,410
+338
+7% +$32.3K 0.03% 352
2023
Q1 		$500K Sell
5,072
-358
-7% -$35.7K 0.03% 353
2022
Q4 		$556K Buy
5,430
+371
+7% +$35K 0.05% 270
2022
Q3 		$426K Buy
5,059
+269
+6% +$25.7K 0.04% 305
2022
Q2 		$479K Buy
4,790
+26
+0.5% +$2.65K 0.04% 290
2022
Q1 		$453K Sell
4,764
-9,171
-66% -$918K 0.03% 319
2021
Q4 		$1.34M Buy
+13,935
New +$1.3M 0.2% 114
2021
Q1 		– Sell
-4,209
Closed -$353K – 489
2020
Q4 		$353K Buy
4,209
+13
+0.3% +$1.01K 0.03% 319
2020
Q3 		$320K Buy
4,196
+590
+16% +$45.5K 0.03% 327
2020
Q2 		$257K Buy
3,606
+618
+21% +$45.1K 0.03% 332
2020
Q1 		$222K Sell
2,988
-2,755
-48% -$227K 0.03% 327
2019
Q4 		$493K Buy
5,743
+2,173
+61% +$179K 0.06% 244
2019
Q3 		$275K Sell
3,570
-446
-11% -$35.3K 0.04% 307
2019
Q2 		$320K Buy
4,016
+59
+1% +$4.87K 0.05% 272
2019
Q1 		$354K Buy
+3,957
New +$319K 0.06% 246

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

Focus Financial Network's PM Position: Q2 2026 in Review

Focus Financial Network increased its Philip Morris (PM) stake by 2.1% in Q2 2026, buying an estimated $18.4K and bringing the position to 5,107 shares worth $924K. The position accounts for 0.03% of the portfolio, ranked #359.

Focus Financial Network first reported a position in PM in Q1 2019 and has held it in 27 quarters since. The position peaked at $1.34M in Q4 2021. 2,920 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Focus Financial Network held 5,107 shares of Philip Morris worth $924K as of Q2 2026.
  • Focus Financial Network bought 106 Philip Morris shares in Q2 2026, an estimated $18.4K.
  • Philip Morris made up 0.03% of Focus Financial Network's portfolio in Q2 2026, its #359 holding.
  • Focus Financial Network first reported a position in Philip Morris in Q1 2019 and has held it in 27 quarters since.
  • Focus Financial Network's Philip Morris position peaked at $1.34M in Q4 2021.
  • 2,920 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Focus Financial Network's 13F filing for Q2 2026, filed 9 Jul 2026.