JSF Financial’s Philip Morris PM Stock Holding History

JSF Financial’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 Q3	$249K	Buy	+1,304	New	+$246K	0.04%	137
2025 Q3	–	Sell	-1,344	Closed	-$245K	–	135
2025 Q2	$245K	Buy	+1,344	New	+$231K	0.06%	108
2024 Q4	–	Sell	-2,560	Closed	-$311K	–	133
2024 Q3	$311K	Buy	2,560 +12	+0.5%	+$1.39K	0.09%	90
2024 Q2	$258K	Sell	2,548 -958	-27%	-$93.7K	0.08%	98
2024 Q1	$321K	Buy	3,506 +25	+0.7%	+$2.3K	0.1%	89
2023 Q4	$327K	Sell	3,481 -237	-6%	-$21.8K	0.11%	81
2023 Q3	$344K	Sell	3,718 -139	-4%	-$13.4K	0.13%	78
2023 Q2	$377K	Sell	3,857 -1,042	-21%	-$100K	0.13%	73
2023 Q1	$476K	Buy	+4,899	New	+$488K	0.18%	77

Other funds holding PM

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Caledonia Investments plc (UK) London England, United Kingdom $890M AUM 1.23% 1-Year Est. Return

JSF Financial's PM Position: Q3 2026 in Review

JSF Financial opened a new position in Philip Morris (PM) in Q3 2026: 1,304 shares worth $249K. The stake represents 0.04% of the portfolio and ranks #137 among its holdings. This is a return to the name: JSF Financial previously reported a position in PM as recently as Q2 2025.

JSF Financial first reported a position in PM in Q1 2023 and has held it in 9 quarters since. The position peaked at $476K in Q1 2023. 933 funds tracked by Wall St. Rank hold PM as of Q3 2026.

JSF Financial held 1,304 shares of Philip Morris worth $249K as of Q3 2026.
Philip Morris was a new JSF Financial position in Q3 2026.
Philip Morris made up 0.04% of JSF Financial's portfolio in Q3 2026, its #137 holding.
JSF Financial first reported a position in Philip Morris in Q1 2023 and has held it in 9 quarters since.
JSF Financial's Philip Morris position peaked at $476K in Q1 2023.
933 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on JSF Financial's 13F filing for Q3 2026, filed 22 Oct 2026.