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Frederick Financial Consultants’s Philip Morris PM Stock Holding History

Frederick Financial Consultants’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 		$204K Buy
+1,232
New +$214K 0.1% 106
2025
Q3 		– Sell
-1,157
Closed -$211K – 112
2025
Q2 		$211K Buy
+1,157
New +$199K 0.13% 100

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

Frederick Financial Consultants's PM Position: Q1 2026 in Review

Frederick Financial Consultants opened a new position in Philip Morris (PM) in Q1 2026: 1,232 shares worth $204K. The stake represents 0.1% of the portfolio and ranks #106 among its holdings. This is a return to the name: Frederick Financial Consultants previously reported a position in PM as recently as Q2 2025.

Frederick Financial Consultants first reported a position in PM in Q2 2025 and has held it in 2 quarters since. The position peaked at $211K in Q2 2025. 2,856 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Frederick Financial Consultants held 1,232 shares of Philip Morris worth $204K as of Q1 2026.
  • Philip Morris was a new Frederick Financial Consultants position in Q1 2026.
  • Philip Morris made up 0.1% of Frederick Financial Consultants's portfolio in Q1 2026, its #106 holding.
  • Frederick Financial Consultants first reported a position in Philip Morris in Q2 2025 and has held it in 2 quarters since.
  • Frederick Financial Consultants's Philip Morris position peaked at $211K in Q2 2025.
  • 2,856 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Frederick Financial Consultants's 13F filing for Q1 2026, filed 14 May 2026.