JDM Financial Group’s Philip Morris PM Stock Holding History

JDM 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	$17.2K	Hold	95	–	–	0.01%	175
2026 Q1	$15.7K	Hold	95	–	–	0.01%	159
2025 Q4	$15.2K	Hold	95	–	–	0.01%	156
2025 Q3	$15.4K	Hold	95	–	–	0.01%	159
2025 Q2	$17.3K	Hold	95	–	–	0.01%	139
2025 Q1	$15.1K	Hold	95	–	–	0.01%	142
2024 Q4	$11.4K	Hold	95	–	–	0.01%	171
2024 Q3	$11.5K	Buy	95 +20	+27%	+$2.32K	0.01%	165
2024 Q2	$7.6K	Hold	75	–	–	0.01%	162
2024 Q1	$6.87K	Hold	75	–	–	0.01%	163
2023 Q4	$7.06K	Hold	75	–	–	0.01%	157
2023 Q3	$6.94K	Hold	75	–	–	0.01%	152
2023 Q2	$7.32K	Hold	75	–	–	0.01%	154
2023 Q1	$7.29K	Hold	75	–	–	0.01%	163
2022 Q4	$7.59K	Buy	+75	New	+$7.08K	0.01%	151

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

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

JDM Financial Group held its Philip Morris (PM) position steady in Q2 2026 at 95 shares worth $17.2K. The position accounts for 0.01% of the portfolio, ranked #175.

JDM Financial Group first reported a position in PM in Q4 2022 and has held it in 15 quarters since. The position peaked at $17.3K in Q2 2025. 2,926 funds tracked by Wall St. Rank hold PM as of Q2 2026.

JDM Financial Group held 95 shares of Philip Morris worth $17.2K as of Q2 2026.
JDM Financial Group left its Philip Morris share count unchanged in Q2 2026.
Philip Morris made up 0.01% of JDM Financial Group's portfolio in Q2 2026, its #175 holding.
JDM Financial Group first reported a position in Philip Morris in Q4 2022 and has held it in 15 quarters since.
JDM Financial Group's Philip Morris position peaked at $17.3K in Q2 2025.
2,926 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on JDM Financial Group's 13F filing for Q2 2026, filed 18 Aug 2026.