Global Financial Private Client
PM icon

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
Q3 		$275K Buy
1,442
+28
+2% +$5.29K 0.08% 212
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% -$9.6K 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

Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Global Financial Private Client's PM Position: Q3 2026 in Review

Global Financial Private Client increased its Philip Morris (PM) stake by 2% in Q3 2026, buying an estimated $5.29K and bringing the position to 1,442 shares worth $275K. The position accounts for 0.08% of the portfolio, ranked #212.

Global Financial Private Client first reported a position in PM in Q4 2019 and has held it in 23 quarters since. The position peaked at $921K in Q3 2025. 2,603 funds tracked by Wall St. Rank hold PM as of Q3 2026.

  • Global Financial Private Client held 1,442 shares of Philip Morris worth $275K as of Q3 2026.
  • Global Financial Private Client bought 28 Philip Morris shares in Q3 2026, an estimated $5.29K.
  • Philip Morris made up 0.08% of Global Financial Private Client's portfolio in Q3 2026, its #212 holding.
  • Global Financial Private Client first reported a position in Philip Morris in Q4 2019 and has held it in 23 quarters since.
  • Global Financial Private Client's Philip Morris position peaked at $921K in Q3 2025.
  • 2,603 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on Global Financial Private Client's 13F filing for Q3 2026, filed 15 Oct 2026.