Forum Finance Group’s Philip Morris PM Stock Holding History

Forum Finance Group’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	$453K	Hold	3,100	–	–	0.16%	108
2026 Q1	$389K	Buy	+3,100	New	+$539K	0.21%	90

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

Forum Finance Group's PM Position: Q2 2026 in Review

Forum Finance Group held its Philip Morris (PM) position steady in Q2 2026 at 3,100 shares worth $453K. The position accounts for 0.16% of the portfolio, ranked #108.

Forum Finance Group first reported a position in PM in Q1 2026 and has held it in 2 quarters since. 2,912 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Forum Finance Group held 3,100 shares of Philip Morris worth $453K as of Q2 2026.
Forum Finance Group left its Philip Morris share count unchanged in Q2 2026.
Philip Morris made up 0.16% of Forum Finance Group's portfolio in Q2 2026, its #108 holding.
Forum Finance Group first reported a position in Philip Morris in Q1 2026 and has held it in 2 quarters since.
2,912 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Forum Finance Group's 13F filing for Q2 2026, filed 14 Aug 2026.