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 Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

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. 2,918 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.
2,918 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.