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FourThought Financial Partners’s Philip Morris PM Stock Holding History

FourThought Financial Partners’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 		$1.1M Buy
6,643
+207
+3% +$36K 0.09% 129
2025
Q4 		$1.03M Buy
6,436
+539
+9% +$83.5K 0.09% 139
2025
Q3 		$956K Sell
5,897
-398
-6% -$67K 0.08% 140
2025
Q2 		$1.15M Buy
6,295
+7
+0.1% +$1.2K 0.11% 126
2025
Q1 		$998K Sell
6,288
-30
-0.5% -$4.25K 0.1% 134
2024
Q4 		$760K Buy
+6,318
New +$797K 0.08% 150
2024
Q2 		– Sell
-6,409
Closed -$587K – 290
2024
Q1 		$587K Buy
6,409
+27
+0.4% +$2.49K 0.07% 185
2023
Q4 		$600K Buy
6,382
+1
+0% +$92 0.08% 175
2023
Q3 		$591K Hold
6,381
– – 0.08% 165
2023
Q2 		$623K Sell
6,381
-34
-0.5% -$3.25K 0.08% 162
2023
Q1 		$624K Sell
6,415
-564
-8% -$56.2K 0.09% 161
2022
Q4 		$706K Buy
+6,979
New +$659K 0.1% 151

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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

FourThought Financial Partners's PM Position: Q1 2026 in Review

FourThought Financial Partners increased its Philip Morris (PM) stake by 3.2% in Q1 2026, buying an estimated $36K and bringing the position to 6,643 shares worth $1.1M. The position accounts for 0.09% of the portfolio, ranked #129.

FourThought Financial Partners first reported a position in PM in Q4 2022 and has held it in 12 quarters since. The position peaked at $1.15M in Q2 2025. 2,854 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • FourThought Financial Partners held 6,643 shares of Philip Morris worth $1.1M as of Q1 2026.
  • FourThought Financial Partners bought 207 Philip Morris shares in Q1 2026, an estimated $36K.
  • Philip Morris made up 0.09% of FourThought Financial Partners's portfolio in Q1 2026, its #129 holding.
  • FourThought Financial Partners first reported a position in Philip Morris in Q4 2022 and has held it in 12 quarters since.
  • FourThought Financial Partners's Philip Morris position peaked at $1.15M in Q2 2025.
  • 2,854 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on FourThought Financial Partners's 13F filing for Q1 2026, filed 7 May 2026.