JRPIM
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Journey Retirement Planning & Investment Management’s Philip Morris PM Stock Holding History

Journey Retirement Planning & Investment Management’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 		$1.17M Buy
6,460
+588
+10% +$102K 0.91% 20
2026
Q1 		$971K Sell
5,872
-11,568
-66% -$2.01M 0.86% 27
2025
Q4 		$2.8M Buy
+17,440
New +$2.7M 0.57% 44

Other funds holding PM

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Journey Retirement Planning & Investment Management's PM Position: Q2 2026 in Review

Journey Retirement Planning & Investment Management increased its Philip Morris (PM) stake by 10% in Q2 2026, buying an estimated $102K and bringing the position to 6,460 shares worth $1.17M. The position accounts for 0.91% of the portfolio, ranked #20.

Journey Retirement Planning & Investment Management first reported a position in PM in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.8M in Q4 2025. 1,428 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Journey Retirement Planning & Investment Management held 6,460 shares of Philip Morris worth $1.17M as of Q2 2026.
  • Journey Retirement Planning & Investment Management bought 588 Philip Morris shares in Q2 2026, an estimated $102K.
  • Philip Morris made up 0.91% of Journey Retirement Planning & Investment Management's portfolio in Q2 2026, its #20 holding.
  • Journey Retirement Planning & Investment Management first reported a position in Philip Morris in Q4 2025 and has held it in 3 quarters since.
  • Journey Retirement Planning & Investment Management's Philip Morris position peaked at $2.8M in Q4 2025.
  • 1,428 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Journey Retirement Planning & Investment Management's 13F filing for Q2 2026, filed 24 Jul 2026.