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Founders Financial Alliance’s Philip Morris PM Stock Holding History

Founders Financial Alliance’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
Q1 		$3.35M Sell
20,291
-939
-4% -$163K 0.6% 38
2025
Q4 		$3.41M Sell
21,230
-559
-3% -$86.6K 0.64% 34
2025
Q3 		$3.53M Buy
21,789
+118
+0.5% +$19.9K 0.67% 30
2025
Q2 		$3.95M Sell
21,671
-9
-0% -$1.55K 0.9% 23
2025
Q1 		$3.44M Buy
21,680
+451
+2% +$63.9K 0.83% 27
2024
Q4 		$2.55M Sell
21,229
-81
-0.4% -$10.2K 0.7% 30
2024
Q3 		$2.59M Sell
21,310
-358
-2% -$41.6K 0.72% 29
2024
Q2 		$2.2M Sell
21,668
-208
-1% -$20.3K 0.65% 31
2024
Q1 		$2M Sell
21,876
-71
-0.3% -$6.55K 0.6% 35
2023
Q4 		$2.06M Sell
21,947
-741
-3% -$68.3K 0.8% 27
2023
Q3 		$2.1M Sell
22,688
-869
-4% -$83.6K 0.92% 26
2023
Q2 		$2.3M Buy
23,557
+1,511
+7% +$144K 0.91% 23
2023
Q1 		$2.23M Sell
22,046
-157
-0.7% -$15.6K 1.11% 20
2022
Q4 		$2.25M Buy
22,203
+57
+0.3% +$5.38K 1.03% 20
2022
Q3 		$1.84M Buy
22,146
+19,106
+628% +$1.82M 0.94% 21
2022
Q2 		$300K Sell
3,040
-18,521
-86% -$1.89M 0.15% 152
2022
Q1 		$2.02M Sell
21,561
-97
-0.4% -$9.71K 0.9% 24
2021
Q4 		$2.06M Sell
21,658
-69
-0.3% -$6.45K 0.83% 22
2021
Q3 		$2.06M Sell
21,727
-258
-1% -$26K 0.96% 17
2021
Q2 		$2.18M Sell
21,985
-31
-0.1% -$2.97K 0.99% 16
2021
Q1 		$1.98M Buy
22,016
+488
+2% +$41.4K 0.97% 17
2020
Q4 		$1.78M Sell
21,528
-3,230
-13% -$251K 1.01% 18
2020
Q3 		$1.86M Buy
+24,758
New +$1.91M 1.11% 14

Other funds holding PM

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Founders Financial Alliance's PM Position: Q1 2026 in Review

Founders Financial Alliance reduced its Philip Morris (PM) stake by 4.4% in Q1 2026, selling an estimated $163K and leaving 20,291 shares worth $3.35M. The position accounts for 0.6% of the portfolio, ranked #38.

Founders Financial Alliance first reported a position in PM in Q3 2020 and has held it in 23 quarters since. The position peaked at $3.95M in Q2 2025. 2,853 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Founders Financial Alliance held 20,291 shares of Philip Morris worth $3.35M as of Q1 2026.
  • Founders Financial Alliance sold 939 Philip Morris shares in Q1 2026, an estimated $163K.
  • Philip Morris made up 0.6% of Founders Financial Alliance's portfolio in Q1 2026, its #38 holding.
  • Founders Financial Alliance first reported a position in Philip Morris in Q3 2020 and has held it in 23 quarters since.
  • Founders Financial Alliance's Philip Morris position peaked at $3.95M in Q2 2025.
  • 2,853 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Founders Financial Alliance's 13F filing for Q1 2026, filed 11 May 2026.