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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
Q2 		$3.74M Buy
20,668
+377
+2% +$65.4K 0.5% 52
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 $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

Founders Financial Alliance's PM Position: Q2 2026 in Review

Founders Financial Alliance increased its Philip Morris (PM) stake by 1.9% in Q2 2026, buying an estimated $65.4K and bringing the position to 20,668 shares worth $3.74M. The position accounts for 0.5% of the portfolio, ranked #52.

Founders Financial Alliance first reported a position in PM in Q3 2020 and has held it in 24 quarters since. The position peaked at $3.95M in Q2 2025. 2,926 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Founders Financial Alliance held 20,668 shares of Philip Morris worth $3.74M as of Q2 2026.
  • Founders Financial Alliance bought 377 Philip Morris shares in Q2 2026, an estimated $65.4K.
  • Philip Morris made up 0.5% of Founders Financial Alliance's portfolio in Q2 2026, its #52 holding.
  • Founders Financial Alliance first reported a position in Philip Morris in Q3 2020 and has held it in 24 quarters since.
  • Founders Financial Alliance's Philip Morris position peaked at $3.95M in Q2 2025.
  • 2,926 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.