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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
Q2 		$210K Sell
1,163
-69
-6% -$12K 0.09% 114
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

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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

Frederick Financial Consultants's PM Position: Q2 2026 in Review

Frederick Financial Consultants reduced its Philip Morris (PM) stake by 5.6% in Q2 2026, selling an estimated $12K and leaving 1,163 shares worth $210K. The position accounts for 0.09% of the portfolio, ranked #114.

Frederick Financial Consultants first reported a position in PM in Q2 2025 and has held it in 3 quarters since. The position peaked at $211K in Q2 2025. 2,931 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Frederick Financial Consultants held 1,163 shares of Philip Morris worth $210K as of Q2 2026.
  • Frederick Financial Consultants sold 69 Philip Morris shares in Q2 2026, an estimated $12K.
  • Philip Morris made up 0.09% of Frederick Financial Consultants's portfolio in Q2 2026, its #114 holding.
  • Frederick Financial Consultants first reported a position in Philip Morris in Q2 2025 and has held it in 3 quarters since.
  • Frederick Financial Consultants's Philip Morris position peaked at $211K in Q2 2025.
  • 2,931 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Frederick Financial Consultants's 13F filing for Q2 2026, filed 14 Aug 2026.