Larson Financial Group’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $5.12M | Buy |
28,291
+10,952
| +63% | +$1.9M | 0.13% | 123 |
|
|
2026
Q1 | $2.87M | Buy |
17,339
+6,043
| +53% | +$1.05M | 0.09% | 184 |
|
|
2025
Q4 | $1.81M | Buy |
11,296
+340
| +3% | +$52.7K | 0.06% | 245 |
|
|
2025
Q3 | $1.78M | Sell |
10,956
-1,468
| -12% | -$247K | 0.06% | 240 |
|
|
2025
Q2 | $2.26M | Buy |
12,424
+2,600
| +26% | +$446K | 0.09% | 197 |
|
|
2025
Q1 | $1.56M | Buy |
9,824
+311
| +3% | +$44.1K | 0.07% | 222 |
|
|
2024
Q4 | $1.14M | Buy |
9,513
+413
| +5% | +$52.1K | 0.06% | 224 |
|
|
2024
Q3 | $1.1M | Buy |
9,100
+6,317
| +227% | +$734K | 0.06% | 215 |
|
|
2024
Q2 | $282K | Buy |
2,783
+2,226
| +400% | +$218K | 0.02% | 382 |
|
|
2024
Q1 | $51K | Buy |
557
+94
| +20% | +$8.67K | ﹤0.01% | 683 |
|
|
2023
Q4 | $43.5K | Buy |
463
+10
| +2% | +$921 | ﹤0.01% | 682 |
|
|
2023
Q3 | $42K | Sell |
453
-96
| -17% | -$9.24K | ﹤0.01% | 658 |
|
|
2023
Q2 | $53.6K | Sell |
549
-247
| -31% | -$23.6K | 0.01% | 540 |
|
|
2023
Q1 | $77.4K | Buy |
796
+6
| +0.8% | +$598 | 0.01% | 467 |
|
|
2022
Q4 | $80K | Sell |
790
-32
| -4% | -$3.02K | 0.01% | 434 |
|
|
2022
Q3 | $68K | Buy |
822
+6
| +0.7% | +$572 | 0.01% | 402 |
|
|
2022
Q2 | $81K | Buy |
816
+306
| +60% | +$31.2K | 0.01% | 284 |
|
|
2022
Q1 | $48K | Buy |
510
+6
| +1% | +$600 | 0.01% | 386 |
|
|
2021
Q4 | $48K | Buy |
504
+182
| +57% | +$17K | 0.01% | 389 |
|
|
2021
Q3 | $31K | Buy |
322
+4
| +1% | +$402 | 0.01% | 375 |
|
|
2021
Q2 | $32K | Buy |
318
+47
| +17% | +$4.51K | 0.01% | 362 |
|
|
2021
Q1 | $24K | Buy |
271
+4
| +1% | +$340 | 0.01% | 379 |
|
|
2020
Q4 | $22K | Buy |
267
+4
| +2% | +$311 | 0.01% | 356 |
|
|
2020
Q3 | $20K | Sell |
263
-5
| -2% | -$386 | 0.01% | 327 |
|
|
2020
Q2 | $19K | Buy |
+268
| New | +$19.5K | 0.01% | 292 |
|
|
2020
Q1 | – | Sell |
-40
| Closed | -$3K | – | 632 |
|
|
2019
Q4 | $3K | Hold |
40
| – | – | ﹤0.01% | 426 |
|
|
2019
Q3 | $3K | Hold |
40
| – | – | ﹤0.01% | 411 |
|
|
2019
Q2 | $3K | Buy |
40
+24
| +150% | +$1.98K | ﹤0.01% | 366 |
|
|
2019
Q1 | $1K | Hold |
16
| – | – | ﹤0.01% | 453 |
|
|
2018
Q4 | $1K | Buy |
+16
| New | +$1.34K | ﹤0.01% | 433 |
|
Other funds holding PM
Larson Financial Group's PM Position: Q2 2026 in Review
Larson Financial Group increased its Philip Morris (PM) stake by 63% in Q2 2026, buying an estimated $1.9M and bringing the position to 28,291 shares worth $5.12M. The position accounts for 0.13% of the portfolio, ranked #123.
Larson Financial Group first reported a position in PM in Q4 2018 and has held it in 30 quarters since. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.
- Larson Financial Group held 28,291 shares of Philip Morris worth $5.12M as of Q2 2026.
- Larson Financial Group bought 10,952 Philip Morris shares in Q2 2026, an estimated $1.9M.
- Philip Morris made up 0.13% of Larson Financial Group's portfolio in Q2 2026, its #123 holding.
- Larson Financial Group first reported a position in Philip Morris in Q4 2018 and has held it in 30 quarters since.
- 2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.
Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.