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Forge Financial Services’s Philip Morris PM Stock Holding History

Forge Financial Services’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 		$346K Sell
1,910
-21
-1% -$3.64K 0.03% 24
2026
Q1 		$319K Buy
1,931
+22
+1% +$3.82K 0.03% 24
2025
Q4 		$306K Buy
1,909
+1
+0.1% +$155 0.13% 21
2025
Q3 		$301K Hold
1,908
– – 0.14% 19
2025
Q2 		$345K Buy
1,908
+2
+0.1% +$343 0.26% 19
2025
Q1 		$303K Hold
1,906
– – 0.27% 18
2024
Q4 		$278K Buy
+1,906
New +$240K 0.23% 17

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Vanguard Capital Management
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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

Forge Financial Services's PM Position: Q2 2026 in Review

Forge Financial Services reduced its Philip Morris (PM) stake by 1.1% in Q2 2026, selling an estimated $3.64K and leaving 1,910 shares worth $346K. The position accounts for 0.03% of the portfolio, ranked #24.

Forge Financial Services first reported a position in PM in Q4 2024 and has held it in 7 quarters since. 2,912 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Forge Financial Services held 1,910 shares of Philip Morris worth $346K as of Q2 2026.
  • Forge Financial Services sold 21 Philip Morris shares in Q2 2026, an estimated $3.64K.
  • Philip Morris made up 0.03% of Forge Financial Services's portfolio in Q2 2026, its #24 holding.
  • Forge Financial Services first reported a position in Philip Morris in Q4 2024 and has held it in 7 quarters since.
  • 2,912 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Forge Financial Services's 13F filing for Q2 2026, filed 7 Aug 2026.