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Legacy Financial Group (Oklahoma)’s Philip Morris PM Stock Holding History

Legacy Financial Group (Oklahoma)’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 		$427K Sell
2,358
-30
-1% -$5.2K 0.1% 58
2026
Q1 		$395K Hold
2,388
– – 0.1% 61
2025
Q4 		$383K Sell
2,388
-309
-11% -$47.9K 0.1% 59
2025
Q3 		$437K Sell
2,697
-511
-16% -$86K 0.12% 56
2025
Q2 		$584K Sell
3,208
-124
-4% -$21.3K 0.17% 45
2025
Q1 		$529K Sell
3,332
-151
-4% -$21.4K 0.17% 45
2024
Q4 		$419K Sell
3,483
-57
-2% -$7.19K 0.14% 53
2024
Q3 		$470K Buy
3,540
+886
+33% +$103K 0.16% 49
2024
Q2 		$269K Sell
2,654
-94
-3% -$9.19K 0.1% 60
2024
Q1 		$252K Sell
2,748
-29
-1% -$2.67K 0.1% 62
2023
Q4 		$261K Sell
2,777
-669
-19% -$61.6K 0.11% 58
2023
Q3 		$319K Sell
3,446
-71
-2% -$6.83K 0.16% 51
2023
Q2 		$343K Buy
3,517
+431
+14% +$41.2K 0.17% 50
2023
Q1 		$300K Hold
3,086
– – 0.17% 47
2022
Q4 		$312K Buy
+3,086
New +$291K 0.19% 43

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Legacy Financial Group (Oklahoma)'s PM Position: Q2 2026 in Review

Legacy Financial Group (Oklahoma) reduced its Philip Morris (PM) stake by 1.3% in Q2 2026, selling an estimated $5.2K and leaving 2,358 shares worth $427K. The position accounts for 0.1% of the portfolio, ranked #58.

Legacy Financial Group (Oklahoma) first reported a position in PM in Q4 2022 and has held it in 15 quarters since. The position peaked at $584K in Q2 2025. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Legacy Financial Group (Oklahoma) held 2,358 shares of Philip Morris worth $427K as of Q2 2026.
  • Legacy Financial Group (Oklahoma) sold 30 Philip Morris shares in Q2 2026, an estimated $5.2K.
  • Philip Morris made up 0.1% of Legacy Financial Group (Oklahoma)'s portfolio in Q2 2026, its #58 holding.
  • Legacy Financial Group (Oklahoma) first reported a position in Philip Morris in Q4 2022 and has held it in 15 quarters since.
  • Legacy Financial Group (Oklahoma)'s Philip Morris position peaked at $584K in Q2 2025.
  • 2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Legacy Financial Group (Oklahoma)'s 13F filing for Q2 2026, filed 30 Jul 2026.