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Independent Financial Group’s Philip Morris PM Stock Holding History

Independent Financial Group’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 		$2.62M Sell
14,469
-753
-5% -$131K 0.05% 377
2026
Q1 		$2.52M Sell
15,222
-49
-0.3% -$8.52K 0.06% 345
2025
Q4 		$2.45M Sell
15,271
-446
-3% -$69.1K 0.05% 339
2025
Q3 		$2.55M Sell
15,717
-4,373
-22% -$736K 0.06% 311
2025
Q2 		$3.66M Buy
20,090
+299
+2% +$51.3K 0.1% 200
2025
Q1 		$3.14M Buy
19,791
+1,395
+8% +$198K 0.11% 191
2024
Q4 		$2.21M Sell
18,396
-5,202
-22% -$656K 0.07% 267
2024
Q3 		$2.86M Buy
23,598
+11,730
+99% +$1.36M 0.11% 195
2024
Q2 		$1.2M Buy
11,868
+289
+2% +$28.3K 0.05% 353
2024
Q1 		$1.06M Sell
11,579
-970
-8% -$89.4K 0.05% 365
2023
Q4 		$1.18M Buy
12,549
+624
+5% +$57.5K 0.06% 318
2023
Q3 		$1.1M Buy
11,925
+851
+8% +$81.9K 0.07% 295
2023
Q2 		$1.08M Buy
11,074
+132
+1% +$12.6K 0.07% 293
2023
Q1 		$1.06M Buy
10,942
+540
+5% +$53.8K 0.09% 265
2022
Q4 		$1.05M Buy
10,402
+726
+8% +$68.5K 0.09% 227
2022
Q3 		$803K Sell
9,676
-410
-4% -$39.1K 0.07% 272
2022
Q2 		$996K Buy
10,086
+1,942
+24% +$198K 0.11% 225
2022
Q1 		$765K Buy
8,144
+122
+2% +$12.2K 0.06% 321
2021
Q4 		$762K Sell
8,022
-476
-6% -$44.5K 0.06% 322
2021
Q3 		$806K Buy
8,498
+336
+4% +$33.8K 0.08% 265
2021
Q2 		$809K Buy
8,162
+19
+0.2% +$1.82K 0.09% 262
2021
Q1 		$723K Buy
8,143
+456
+6% +$38.7K 0.09% 240
2020
Q4 		$636K Buy
7,687
+511
+7% +$39.8K 0.09% 250
2020
Q3 		$538K Sell
7,176
-319
-4% -$24.6K 0.1% 219
2020
Q2 		$525K Sell
7,495
-67
-0.9% -$4.88K 0.12% 215
2020
Q1 		$552K Buy
+7,562
New +$622K 0.16% 158

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

Independent Financial Group's PM Position: Q2 2026 in Review

Independent Financial Group reduced its Philip Morris (PM) stake by 4.9% in Q2 2026, selling an estimated $131K and leaving 14,469 shares worth $2.62M. The position accounts for 0.05% of the portfolio, ranked #377.

Independent Financial Group first reported a position in PM in Q1 2020 and has held it in 26 quarters since. The position peaked at $3.66M in Q2 2025. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Independent Financial Group held 14,469 shares of Philip Morris worth $2.62M as of Q2 2026.
  • Independent Financial Group sold 753 Philip Morris shares in Q2 2026, an estimated $131K.
  • Philip Morris made up 0.05% of Independent Financial Group's portfolio in Q2 2026, its #377 holding.
  • Independent Financial Group first reported a position in Philip Morris in Q1 2020 and has held it in 26 quarters since.
  • Independent Financial Group's Philip Morris position peaked at $3.66M in Q2 2025.
  • 2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.