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Forum Financial Management’s Philip Morris PM Stock Holding History

Forum Financial Management’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 		$1.3M Buy
7,177
+357
+5% +$61.9K 0.02% 116
2026
Q1 		$1.13M Sell
6,820
-7,257
-52% -$1.26M 0.02% 114
2025
Q4 		$2.26M Sell
14,077
-736
-5% -$114K 0.03% 130
2025
Q3 		$2.4M Buy
14,813
+141
+1% +$23.7K 0.03% 121
2025
Q2 		$2.67M Buy
14,672
+437
+3% +$75K 0.04% 100
2025
Q1 		$2.26M Buy
14,235
+1,379
+11% +$195K 0.04% 104
2024
Q4 		$1.55M Buy
12,856
+2,234
+21% +$282K 0.03% 151
2024
Q3 		$1.29M Sell
10,622
-359
-3% -$41.7K 0.02% 152
2024
Q2 		$1.11M Buy
10,981
+256
+2% +$25K 0.02% 156
2024
Q1 		$983K Sell
10,725
-1,883
-15% -$174K 0.02% 198
2023
Q4 		$1.19M Sell
12,608
-657
-5% -$60.5K 0.02% 146
2023
Q3 		$1.23M Sell
13,265
-471
-3% -$45.3K 0.03% 135
2023
Q2 		$1.34M Buy
13,736
+836
+6% +$79.9K 0.03% 124
2023
Q1 		$1.25M Sell
12,900
-94
-0.7% -$9.37K 0.04% 120
2022
Q4 		$1.32M Sell
12,994
-569
-4% -$53.7K 0.04% 104
2022
Q3 		$1.13M Sell
13,563
-352
-3% -$33.6K 0.05% 101
2022
Q2 		$1.37M Buy
13,915
+1,132
+9% +$115K 0.07% 90
2022
Q1 		$1.2M Buy
12,783
+222
+2% +$22.2K 0.06% 105
2021
Q4 		$1.19M Buy
+12,561
New +$1.17M 0.06% 104

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

Forum Financial Management's PM Position: Q2 2026 in Review

Forum Financial Management increased its Philip Morris (PM) stake by 5.2% in Q2 2026, buying an estimated $61.9K and bringing the position to 7,177 shares worth $1.3M. The position accounts for 0.02% of the portfolio, ranked #116.

Forum Financial Management first reported a position in PM in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.67M in Q2 2025. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Forum Financial Management held 7,177 shares of Philip Morris worth $1.3M as of Q2 2026.
  • Forum Financial Management bought 357 Philip Morris shares in Q2 2026, an estimated $61.9K.
  • Philip Morris made up 0.02% of Forum Financial Management's portfolio in Q2 2026, its #116 holding.
  • Forum Financial Management first reported a position in Philip Morris in Q4 2021 and has held it in 19 quarters since.
  • Forum Financial Management's Philip Morris position peaked at $2.67M in Q2 2025.
  • 2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

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