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Global Financial Private Client’s Philip Morris PM Stock Holding History

Global Financial Private Client’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 		$256K Buy
1,414
+8
+0.6% +$1.39K 0.07% 224
2026
Q1 		$232K Buy
1,406
+34
+2% +$5.91K 0.08% 216
2025
Q4 		$220K Sell
1,372
-4,306
-76% -$667K 0.08% 213
2025
Q3 		$921K Buy
5,678
+1,726
+44% +$290K 0.33% 90
2025
Q2 		$720K Buy
3,952
+2,682
+211% +$461K 0.27% 105
2025
Q1 		$202K Buy
1,270
+23
+2% +$3.26K 0.08% 197
2024
Q4 		$150K Buy
1,247
+8
+0.6% +$1.01K 0.06% 224
2024
Q3 		$150K Buy
1,239
+380
+44% +$44.2K 0.06% 217
2024
Q2 		$87K Sell
859
-70
-8% -$6.84K 0.04% 253
2024
Q1 		$84.9K Hold
929
– – 0.04% 260
2023
Q4 		$87.4K Hold
929
– – 0.04% 244
2023
Q3 		$84.9K Hold
929
– – 0.04% 229
2023
Q2 		$91.5K Sell
929
-269
-22% -$25.7K 0.05% 228
2023
Q1 		$117K Buy
1,198
+269
+29% +$26.8K 0.06% 191
2022
Q4 		$94K Hold
929
– – 0.05% 202
2022
Q3 		$79K Hold
929
– – 0.05% 216
2022
Q2 		$92.6K Buy
+929
New +$94.7K 0.05% 193
2021
Q1 		– Sell
-13
Closed -$1.1K – 587
2020
Q4 		$1.08K Hold
13
– – ﹤0.01% 473
2020
Q3 		$964 Sell
13
-622
-98% -$48K ﹤0.01% 442
2020
Q2 		$44.4K Sell
635
-132
-17% -$9.63K 0.04% 225
2020
Q1 		$54.5K Buy
767
+59
+8% +$4.86K 0.06% 200
2019
Q4 		$60.2K Buy
+708
New +$58.4K 0.05% 214

Other funds holding PM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Global Financial Private Client's PM Position: Q2 2026 in Review

Global Financial Private Client increased its Philip Morris (PM) stake by 0.57% in Q2 2026, buying an estimated $1.39K and bringing the position to 1,414 shares worth $256K. The position accounts for 0.07% of the portfolio, ranked #224.

Global Financial Private Client first reported a position in PM in Q4 2019 and has held it in 22 quarters since. The position peaked at $921K in Q3 2025. 1,393 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Global Financial Private Client held 1,414 shares of Philip Morris worth $256K as of Q2 2026.
  • Global Financial Private Client bought 8 Philip Morris shares in Q2 2026, an estimated $1.39K.
  • Philip Morris made up 0.07% of Global Financial Private Client's portfolio in Q2 2026, its #224 holding.
  • Global Financial Private Client first reported a position in Philip Morris in Q4 2019 and has held it in 22 quarters since.
  • Global Financial Private Client's Philip Morris position peaked at $921K in Q3 2025.
  • 1,393 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Global Financial Private Client's 13F filing for Q2 2026, filed 20 Jul 2026.