Game Plan Financial Advisors’s Philip Morris PM Stock Holding History

Game Plan Financial Advisors’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	$689K	Sell	4,165 -50	-1%	-$8.69K	0.31%	54
2025 Q4	$676K	Sell	4,215 -2,935	-41%	-$455K	0.27%	62
2025 Q3	$1.16M	Sell	7,150 -1,175	-14%	-$198K	0.48%	49
2025 Q2	$1.52M	Buy	8,325 +715	+9%	+$123K	0.66%	46
2025 Q1	$1.21M	Sell	7,610 -50	-0.7%	-$7.08K	0.59%	48
2024 Q4	$922K	Buy	7,660 +3,425	+81%	+$432K	0.44%	54
2024 Q3	$514K	Buy	4,235 +135	+3%	+$15.7K	0.25%	62
2024 Q2	$415K	Buy	4,100 +160	+4%	+$15.6K	0.2%	72
2024 Q1	$361K	Buy	+3,940	New	+$363K	0.18%	73

Other funds holding PM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Game Plan Financial Advisors's PM Position: Q1 2026 in Review

Game Plan Financial Advisors reduced its Philip Morris (PM) stake by 1.2% in Q1 2026, selling an estimated $8.69K and leaving 4,165 shares worth $689K. The position accounts for 0.31% of the portfolio, ranked #54.

Game Plan Financial Advisors first reported a position in PM in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.52M in Q2 2025. 2,852 funds tracked by Wall St. Rank hold PM as of Q1 2026.

Game Plan Financial Advisors held 4,165 shares of Philip Morris worth $689K as of Q1 2026.
Game Plan Financial Advisors sold 50 Philip Morris shares in Q1 2026, an estimated $8.69K.
Philip Morris made up 0.31% of Game Plan Financial Advisors's portfolio in Q1 2026, its #54 holding.
Game Plan Financial Advisors first reported a position in Philip Morris in Q1 2024 and has held it in 9 quarters since.
Game Plan Financial Advisors's Philip Morris position peaked at $1.52M in Q2 2025.
2,852 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Game Plan Financial Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.