Johnson Financial Group LLC (Colorado)’s Philip Morris PM Stock Holding History

Johnson Financial Group LLC (Colorado)’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	$476K	Buy	2,879 +841	+41%	+$146K	0.03%	94
2025 Q4	$327K	Buy	+2,038	New	+$316K	0.02%	89
2018 Q1	$311K	Buy	3,138 +132	+4%	+$13.7K	0.26%	38
2017 Q4	$318K	Sell	3,006 -87	-3%	-$9.27K	0.24%	43
2017 Q3	$343K	Buy	3,093 +539	+21%	+$62.7K	0.29%	33
2017 Q2	$299K	Sell	2,554 -517	-17%	-$59.9K	0.25%	38
2017 Q1	$347K	Sell	3,071 -152	-5%	-$15.7K	0.4%	22
2016 Q4	$295K	Buy	+3,223	New	+$299K	0.24%	63

Other funds holding PM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Johnson Financial Group LLC (Colorado)'s PM Position: Q1 2026 in Review

Johnson Financial Group LLC (Colorado) increased its Philip Morris (PM) stake by 41% in Q1 2026, buying an estimated $146K and bringing the position to 2,879 shares worth $476K. The position accounts for 0.03% of the portfolio, ranked #94.

Johnson Financial Group LLC (Colorado) first reported a position in PM in Q4 2016 and has held it in 8 quarters since. 2,854 funds tracked by Wall St. Rank hold PM as of Q1 2026.

Johnson Financial Group LLC (Colorado) held 2,879 shares of Philip Morris worth $476K as of Q1 2026.
Johnson Financial Group LLC (Colorado) bought 841 Philip Morris shares in Q1 2026, an estimated $146K.
Philip Morris made up 0.03% of Johnson Financial Group LLC (Colorado)'s portfolio in Q1 2026, its #94 holding.
Johnson Financial Group LLC (Colorado) first reported a position in Philip Morris in Q4 2016 and has held it in 8 quarters since.
2,854 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Johnson Financial Group LLC (Colorado)'s 13F filing for Q1 2026, filed 14 May 2026.