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Hoge Financial Services’s Philip Morris PM Stock Holding History

Hoge 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
Q1 		– Sell
-1,405
Closed -$225K – 73
2025
Q4 		$225K Sell
1,405
-64
-4% -$9.91K 0.12% 65
2025
Q3 		$238K Buy
1,469
+40
+3% +$6.73K 0.14% 60
2025
Q2 		$261K Buy
1,429
+82
+6% +$14.1K 0.16% 56
2025
Q1 		$214K Buy
+1,347
New +$191K 0.15% 54

Other funds holding PM

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Hoge Financial Services's PM Position: Q1 2026 in Review

Hoge Financial Services sold out of Philip Morris (PM) in Q1 2026, closing a stake of 1,405 shares — an estimated $225K sold.

Hoge Financial Services first reported a position in PM in Q1 2025 and held it in 4 quarters. The position peaked at $261K in Q2 2025. 2,853 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Hoge Financial Services reported no remaining Philip Morris position as of Q1 2026 after selling out during the quarter.
  • Hoge Financial Services sold 1,405 Philip Morris shares in Q1 2026, an estimated $225K.
  • Hoge Financial Services first reported a position in Philip Morris in Q1 2025 and held it in 4 quarters.
  • Hoge Financial Services's Philip Morris position peaked at $261K in Q2 2025.
  • 2,853 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Hoge Financial Services's 13F filing for Q1 2026, filed 20 Apr 2026.