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 Q2	$297K	Sell	1,641 -268	-14%	-$46.5K	0.18%	78
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 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 $3.37T AUM 44.26% 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

Holistic Financial Partners's PM Position: Q2 2026 in Review

Holistic Financial Partners reduced its Philip Morris (PM) stake by 14% in Q2 2026, selling an estimated $46.5K and leaving 1,641 shares worth $297K. The position accounts for 0.18% of the portfolio, ranked #78.

Holistic Financial Partners first reported a position in PM in Q4 2017 and has held it in 7 quarters since. The position peaked at $316K in Q1 2026. 2,926 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Holistic Financial Partners held 1,641 shares of Philip Morris worth $297K as of Q2 2026.
Holistic Financial Partners sold 268 Philip Morris shares in Q2 2026, an estimated $46.5K.
Philip Morris made up 0.18% of Holistic Financial Partners's portfolio in Q2 2026, its #78 holding.
Holistic Financial Partners first reported a position in Philip Morris in Q4 2017 and has held it in 7 quarters since.
Holistic Financial Partners's Philip Morris position peaked at $316K in Q1 2026.
2,926 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Holistic Financial Partners's 13F filing for Q2 2026, filed 23 Jul 2026.