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Founders Financial Securities’s Philip Morris PM Stock Holding History

Founders Financial Securities’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 		$1.29M Buy
7,151
+3,862
+117% +$670K 0.07% 266
2026
Q1 		$530K Buy
3,289
+256
+8% +$44.5K 0.03% 359
2025
Q4 		$486K Sell
3,033
-80
-3% -$12.4K 0.03% 381
2025
Q3 		$505K Buy
3,113
+252
+9% +$42.4K 0.03% 340
2025
Q2 		$521K Sell
2,861
-313
-10% -$53.8K 0.04% 338
2025
Q1 		$537K Buy
3,174
+435
+16% +$61.6K 0.05% 305
2024
Q4 		$330K Buy
2,739
+66
+2% +$8.33K 0.03% 367
2024
Q3 		$325K Sell
2,673
-246
-8% -$28.6K 0.03% 343
2024
Q2 		$296K Buy
2,919
+437
+18% +$42.7K 0.03% 349
2024
Q1 		$227K Sell
2,482
-269
-10% -$24.8K 0.02% 347
2023
Q4 		$259K Buy
2,751
+304
+12% +$28K 0.03% 322
2023
Q3 		$227K Sell
2,447
-241
-9% -$23.2K 0.03% 294
2023
Q2 		$262K Sell
2,688
-107
-4% -$10.2K 0.03% 277
2023
Q1 		$272K Sell
2,795
-127
-4% -$12.7K 0.04% 271
2022
Q4 		$296K Sell
2,922
-378
-11% -$35.7K 0.05% 257
2022
Q3 		$274K Buy
+3,300
New +$315K 0.05% 242
2022
Q2 		– Sell
-2,443
Closed -$229K – 293
2022
Q1 		$229K Sell
2,443
-123
-5% -$12.3K 0.04% 244
2021
Q4 		$244K Buy
2,566
+10
+0.4% +$935 0.04% 233
2021
Q3 		$242K Buy
2,556
+31
+1% +$3.12K 0.05% 234
2021
Q2 		$250K Buy
2,525
+2
+0.1% +$192 0.05% 254
2021
Q1 		$224K Buy
+2,523
New +$214K 0.05% 237
2020
Q3 		– Sell
-2,766
Closed -$201K – 195
2020
Q2 		$201K Buy
+2,766
New +$202K 0.07% 159

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 Securities's PM Position: Q2 2026 in Review

Founders Financial Securities increased its Philip Morris (PM) stake by 117% in Q2 2026, buying an estimated $670K and bringing the position to 7,151 shares worth $1.29M. The position accounts for 0.07% of the portfolio, ranked #266.

Founders Financial Securities first reported a position in PM in Q2 2020 and has held it in 22 quarters since. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Founders Financial Securities held 7,151 shares of Philip Morris worth $1.29M as of Q2 2026.
  • Founders Financial Securities bought 3,862 Philip Morris shares in Q2 2026, an estimated $670K.
  • Philip Morris made up 0.07% of Founders Financial Securities's portfolio in Q2 2026, its #266 holding.
  • Founders Financial Securities first reported a position in Philip Morris in Q2 2020 and has held it in 22 quarters since.
  • 2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Founders Financial Securities's 13F filing for Q2 2026, filed 31 Jul 2026.