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 Q2	$218K	Buy	+1,205	New	+$209K	0.1%	76
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 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 $3.38T AUM 44.17% 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

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

Hoge Financial Services opened a new position in Philip Morris (PM) in Q2 2026: 1,205 shares worth $218K. The stake represents 0.1% of the portfolio and ranks #76 among its holdings. This is a return to the name: Hoge Financial Services previously reported a position in PM as recently as Q4 2025.

Hoge Financial Services first reported a position in PM in Q1 2025 and has held it in 5 quarters since. The position peaked at $261K in Q2 2025. 2,937 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Hoge Financial Services held 1,205 shares of Philip Morris worth $218K as of Q2 2026.
Philip Morris was a new Hoge Financial Services position in Q2 2026.
Philip Morris made up 0.1% of Hoge Financial Services's portfolio in Q2 2026, its #76 holding.
Hoge Financial Services first reported a position in Philip Morris in Q1 2025 and has held it in 5 quarters since.
Hoge Financial Services's Philip Morris position peaked at $261K in Q2 2025.
2,937 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Hoge Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.