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 Q2	$684K	Sell	3,783 -382	-9%	-$66.3K	0.25%	64
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 $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Game Plan Financial Advisors's PM Position: Q2 2026 in Review

Game Plan Financial Advisors reduced its Philip Morris (PM) stake by 9.2% in Q2 2026, selling an estimated $66.3K and leaving 3,783 shares worth $684K. The position accounts for 0.25% of the portfolio, ranked #64.

Game Plan Financial Advisors first reported a position in PM in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.52M in Q2 2025. 2,925 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Game Plan Financial Advisors held 3,783 shares of Philip Morris worth $684K as of Q2 2026.
Game Plan Financial Advisors sold 382 Philip Morris shares in Q2 2026, an estimated $66.3K.
Philip Morris made up 0.25% of Game Plan Financial Advisors's portfolio in Q2 2026, its #64 holding.
Game Plan Financial Advisors first reported a position in Philip Morris in Q1 2024 and has held it in 10 quarters since.
Game Plan Financial Advisors's Philip Morris position peaked at $1.52M in Q2 2025.
2,925 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Game Plan Financial Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.