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Lakeshore Financial Planning’s Philip Morris PM Stock Holding History

Lakeshore Financial Planning’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 		$280K Hold
1,547
– – 0.09% 70
2026
Q1 		$256K Hold
1,547
– – 0.09% 64
2025
Q4 		$248K Hold
1,547
– – 0.09% 69
2025
Q3 		$251K Hold
1,547
– – 0.09% 67
2025
Q2 		$282K Hold
1,547
– – 0.11% 56
2025
Q1 		$246K Sell
1,547
-154
-9% -$21.8K 0.1% 61
2024
Q4 		$205K Sell
1,701
-16
-0.9% -$2.02K 0.09% 75
2024
Q3 		$208K Buy
+1,717
New +$199K 0.09% 73

Other funds holding PM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
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
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Lakeshore Financial Planning's PM Position: Q2 2026 in Review

Lakeshore Financial Planning held its Philip Morris (PM) position steady in Q2 2026 at 1,547 shares worth $280K. The position accounts for 0.09% of the portfolio, ranked #70.

Lakeshore Financial Planning first reported a position in PM in Q3 2024 and has held it in 8 quarters since. The position peaked at $282K in Q2 2025. 1,393 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Lakeshore Financial Planning held 1,547 shares of Philip Morris worth $280K as of Q2 2026.
  • Lakeshore Financial Planning left its Philip Morris share count unchanged in Q2 2026.
  • Philip Morris made up 0.09% of Lakeshore Financial Planning's portfolio in Q2 2026, its #70 holding.
  • Lakeshore Financial Planning first reported a position in Philip Morris in Q3 2024 and has held it in 8 quarters since.
  • Lakeshore Financial Planning's Philip Morris position peaked at $282K in Q2 2025.
  • 1,393 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Lakeshore Financial Planning's 13F filing for Q2 2026, filed 13 Jul 2026.