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 Q2	$669K	Buy	3,698 +819	+28%	+$142K	0.04%	127
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 $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

Johnson Financial Group LLC (Colorado)'s PM Position: Q2 2026 in Review

Johnson Financial Group LLC (Colorado) increased its Philip Morris (PM) stake by 28% in Q2 2026, buying an estimated $142K and bringing the position to 3,698 shares worth $669K. The position accounts for 0.04% of the portfolio, ranked #127.

Johnson Financial Group LLC (Colorado) first reported a position in PM in Q4 2016 and has held it in 9 quarters since. 2,926 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Johnson Financial Group LLC (Colorado) held 3,698 shares of Philip Morris worth $669K as of Q2 2026.
Johnson Financial Group LLC (Colorado) bought 819 Philip Morris shares in Q2 2026, an estimated $142K.
Philip Morris made up 0.04% of Johnson Financial Group LLC (Colorado)'s portfolio in Q2 2026, its #127 holding.
Johnson Financial Group LLC (Colorado) first reported a position in Philip Morris in Q4 2016 and has held it in 9 quarters since.
2,926 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Johnson Financial Group LLC (Colorado)'s 13F filing for Q2 2026, filed 6 Aug 2026.