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Forbes Financial Planning’s Philip Morris PM Stock Holding History

Forbes Financial Planning’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 		$626K Hold
3,461
– – 0.34% 27
2026
Q1 		$572K Hold
3,461
– – 0.33% 28
2025
Q4 		$555K Buy
3,461
+38
+1% +$5.89K 0.32% 27
2025
Q3 		$555K Sell
3,423
-188
-5% -$31.6K 0.37% 26
2025
Q2 		$658K Buy
+3,611
New +$620K 0.44% 25

Other funds holding PM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Forbes Financial Planning's PM Position: Q2 2026 in Review

Forbes Financial Planning held its Philip Morris (PM) position steady in Q2 2026 at 3,461 shares worth $626K. The position accounts for 0.34% of the portfolio, ranked #27.

Forbes Financial Planning first reported a position in PM in Q2 2025 and has held it in 5 quarters since. The position peaked at $658K in Q2 2025. 1,916 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Forbes Financial Planning held 3,461 shares of Philip Morris worth $626K as of Q2 2026.
  • Forbes Financial Planning left its Philip Morris share count unchanged in Q2 2026.
  • Philip Morris made up 0.34% of Forbes Financial Planning's portfolio in Q2 2026, its #27 holding.
  • Forbes Financial Planning first reported a position in Philip Morris in Q2 2025 and has held it in 5 quarters since.
  • Forbes Financial Planning's Philip Morris position peaked at $658K in Q2 2025.
  • 1,916 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Forbes Financial Planning's 13F filing for Q2 2026, filed 23 Jul 2026.