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Hantz Financial Services’s Philip Morris PM Stock Holding History

Hantz Financial Services’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 		$10.1M Sell
56,025
-1,381
-2% -$240K 0.14% 94
2026
Q1 		$9.49M Sell
57,406
-1,737
-3% -$302K 0.14% 97
2025
Q4 		$9.49M Sell
59,143
-520
-0.9% -$80.6K 0.14% 114
2025
Q3 		$9.68M Sell
59,663
-2,953
-5% -$497K 0.15% 119
2025
Q2 		$11.4M Sell
62,616
-2,189
-3% -$376K 0.18% 102
2025
Q1 		$10.3M Sell
64,805
-2,004
-3% -$284K 0.18% 109
2024
Q4 		$8.04M Sell
66,809
-3,242
-5% -$409K 0.14% 158
2024
Q3 		$8.5M Sell
70,051
-2,412
-3% -$280K 0.15% 164
2024
Q2 		$7.34M Sell
72,463
-3,195
-4% -$312K 0.14% 174
2024
Q1 		$6.93M Sell
75,658
-4,506
-6% -$416K 0.14% 185
2023
Q4 		$7.54M Sell
80,164
-6,060
-7% -$558K 0.16% 177
2023
Q3 		$7.98M Buy
86,224
+671
+0.8% +$64.6K 0.2% 148
2023
Q2 		$8.35M Buy
85,553
+343
+0.4% +$32.8K 0.21% 149
2023
Q1 		$8.29M Buy
85,210
+2,117
+3% +$211K 0.23% 137
2022
Q4 		$8.41M Buy
83,093
+7,563
+10% +$714K 0.25% 125
2022
Q3 		$6.27M Buy
75,530
+1,532
+2% +$146K 0.22% 149
2022
Q2 		$7.31M Buy
73,998
+3,119
+4% +$318K 0.25% 124
2022
Q1 		$6.66M Buy
70,879
+4,492
+7% +$449K 0.2% 151
2021
Q4 		$6.31M Buy
66,387
+2,768
+4% +$259K 0.18% 154
2021
Q3 		$6.03M Buy
63,619
+6,489
+11% +$653K 0.2% 149
2021
Q2 		$5.66M Buy
57,130
+2,966
+5% +$285K 0.21% 144
2021
Q1 		$4.81M Buy
54,164
+1,056
+2% +$89.7K 0.2% 151
2020
Q4 		$4.4M Sell
53,108
-416
-0.8% -$32.4K 0.2% 152
2020
Q3 		$4.01M Sell
53,524
-693
-1% -$53.5K 0.2% 148
2020
Q2 		$3.8M Sell
54,217
-22,444
-29% -$1.64M 0.21% 148
2020
Q1 		$5.59M Buy
+76,661
New +$6.31M 0.39% 68

Other funds holding PM

Capital World Investors
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

Hantz Financial Services's PM Position: Q2 2026 in Review

Hantz Financial Services reduced its Philip Morris (PM) stake by 2.4% in Q2 2026, selling an estimated $240K and leaving 56,025 shares worth $10.1M. The position accounts for 0.14% of the portfolio, ranked #94.

Hantz Financial Services first reported a position in PM in Q1 2020 and has held it in 26 quarters since. The position peaked at $11.4M in Q2 2025. 2,926 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Hantz Financial Services held 56,025 shares of Philip Morris worth $10.1M as of Q2 2026.
  • Hantz Financial Services sold 1,381 Philip Morris shares in Q2 2026, an estimated $240K.
  • Philip Morris made up 0.14% of Hantz Financial Services's portfolio in Q2 2026, its #94 holding.
  • Hantz Financial Services first reported a position in Philip Morris in Q1 2020 and has held it in 26 quarters since.
  • Hantz Financial Services's Philip Morris position peaked at $11.4M in Q2 2025.
  • 2,926 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Hantz Financial Services's 13F filing for Q2 2026, filed 13 Aug 2026.