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Frisch Financial Group’s Philip Morris PM Stock Holding History

Frisch Financial Group’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 		$600K Buy
3,287
+137
+4% +$23.8K 0.1% 101
2026
Q1 		$525K Sell
3,150
-182
-5% -$31.6K 0.11% 101
2025
Q4 		$539K Buy
3,332
+18
+0.5% +$2.79K 0.12% 89
2025
Q3 		$537K Buy
3,314
+15
+0.5% +$2.52K 0.13% 90
2025
Q2 		$605K Hold
3,299
– – 0.15% 76
2025
Q1 		$528K Sell
3,299
-766
-19% -$109K 0.15% 73
2024
Q4 		$489K Buy
4,065
+847
+26% +$107K 0.15% 73
2024
Q3 		$395K Sell
3,218
-70
-2% -$8.13K 0.12% 80
2024
Q2 		$333K Sell
3,288
-203
-6% -$19.8K 0.1% 94
2024
Q1 		$320K Sell
3,491
-1,484
-30% -$137K 0.11% 90
2023
Q4 		$468K Sell
4,975
-1,207
-20% -$111K 0.18% 63
2023
Q3 		$572K Sell
6,182
-501
-7% -$48.2K 0.23% 55
2023
Q2 		$652K Buy
6,683
+230
+4% +$22K 0.31% 50
2023
Q1 		$628K Buy
6,453
+282
+5% +$28.1K 0.24% 57
2022
Q4 		$625K Buy
6,171
+187
+3% +$17.6K 0.23% 62
2022
Q3 		$497K Buy
5,984
+60
+1% +$5.72K 0.21% 63
2022
Q2 		$585K Sell
5,924
-4
-0.1% -$408 0.23% 61
2022
Q1 		$557K Sell
5,928
-115
-2% -$11.5K 0.18% 70
2021
Q4 		$525K Buy
6,043
+53
+0.9% +$4.95K 0.16% 79
2021
Q3 		$569K Sell
5,990
-14
-0.2% -$1.41K 0.19% 68
2021
Q2 		$595K Sell
6,004
-254
-4% -$24.4K 0.19% 69
2021
Q1 		$555K Buy
6,258
+558
+10% +$47.4K 0.19% 69
2020
Q4 		$472K Sell
5,700
-1,121
-16% -$87.3K 0.17% 64
2020
Q3 		$512K Sell
6,821
-66
-1% -$5.09K 0.22% 54
2020
Q2 		$482K Buy
6,887
+22
+0.3% +$1.6K 0.23% 51
2020
Q1 		$500K Sell
6,865
-716
-9% -$58.9K 0.29% 49
2019
Q4 		$645K Buy
7,581
+1,752
+30% +$144K 0.31% 48
2019
Q3 		$443K Buy
5,829
+574
+11% +$45.5K 0.27% 58
2019
Q2 		$413K Sell
5,255
-19
-0.4% -$1.57K 0.28% 54
2019
Q1 		$466K Buy
5,274
+1,142
+28% +$92K 0.29% 60
2018
Q4 		$276K Buy
+4,132
New +$345K 0.19% 72

Other funds holding PM

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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

Frisch Financial Group's PM Position: Q2 2026 in Review

Frisch Financial Group increased its Philip Morris (PM) stake by 4.3% in Q2 2026, buying an estimated $23.8K and bringing the position to 3,287 shares worth $600K. The position accounts for 0.1% of the portfolio, ranked #101.

Frisch Financial Group first reported a position in PM in Q4 2018 and has held it in 31 quarters since. The position peaked at $652K in Q2 2023. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Frisch Financial Group held 3,287 shares of Philip Morris worth $600K as of Q2 2026.
  • Frisch Financial Group bought 137 Philip Morris shares in Q2 2026, an estimated $23.8K.
  • Philip Morris made up 0.1% of Frisch Financial Group's portfolio in Q2 2026, its #101 holding.
  • Frisch Financial Group first reported a position in Philip Morris in Q4 2018 and has held it in 31 quarters since.
  • Frisch Financial Group's Philip Morris position peaked at $652K in Q2 2023.
  • 2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

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