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Holistic Financial Partners’s Philip Morris PM Stock Holding History

Holistic Financial Partners’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 		$316K Buy
1,909
+620
+48% +$108K 0.12% 91
2025
Q4 		$207K Sell
1,289
-230
-15% -$35.6K 0.08% 129
2025
Q3 		$246K Buy
1,519
+55
+4% +$9.25K 0.1% 122
2025
Q2 		$267K Buy
+1,464
New +$251K 0.12% 98
2018
Q2 		– Sell
-166
Closed -$17K – 272
2018
Q1 		$17K Sell
166
-100
-38% -$10.4K 0.01% 288
2017
Q4 		$28K Buy
+266
New +$28.3K 0.02% 254

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

Holistic Financial Partners's PM Position: Q1 2026 in Review

Holistic Financial Partners increased its Philip Morris (PM) stake by 48% in Q1 2026, buying an estimated $108K and bringing the position to 1,909 shares worth $316K. The position accounts for 0.12% of the portfolio, ranked #91.

Holistic Financial Partners first reported a position in PM in Q4 2017 and has held it in 6 quarters since. 2,852 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Holistic Financial Partners held 1,909 shares of Philip Morris worth $316K as of Q1 2026.
  • Holistic Financial Partners bought 620 Philip Morris shares in Q1 2026, an estimated $108K.
  • Philip Morris made up 0.12% of Holistic Financial Partners's portfolio in Q1 2026, its #91 holding.
  • Holistic Financial Partners first reported a position in Philip Morris in Q4 2017 and has held it in 6 quarters since.
  • 2,852 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Holistic Financial Partners's 13F filing for Q1 2026, filed 5 May 2026.