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Legacy Financial Strategies’s Philip Morris PM Stock Holding History

Legacy Financial Strategies’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 		$333K Buy
1,841
+138
+8% +$23.9K 0.05% 113
2026
Q1 		$282K Sell
1,703
-43
-2% -$7.47K 0.05% 118
2025
Q4 		$280K Buy
1,746
+127
+8% +$19.7K 0.05% 113
2025
Q3 		$263K Sell
1,619
-30
-2% -$5.05K 0.05% 117
2025
Q2 		$300K Buy
+1,649
New +$283K 0.06% 99

Other funds holding PM

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Legacy Financial Strategies's PM Position: Q2 2026 in Review

Legacy Financial Strategies increased its Philip Morris (PM) stake by 8.1% in Q2 2026, buying an estimated $23.9K and bringing the position to 1,841 shares worth $333K. The position accounts for 0.05% of the portfolio, ranked #113.

Legacy Financial Strategies first reported a position in PM in Q2 2025 and has held it in 5 quarters since. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Legacy Financial Strategies held 1,841 shares of Philip Morris worth $333K as of Q2 2026.
  • Legacy Financial Strategies bought 138 Philip Morris shares in Q2 2026, an estimated $23.9K.
  • Philip Morris made up 0.05% of Legacy Financial Strategies's portfolio in Q2 2026, its #113 holding.
  • Legacy Financial Strategies first reported a position in Philip Morris in Q2 2025 and has held it in 5 quarters since.
  • 2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Legacy Financial Strategies's 13F filing for Q2 2026, filed 21 Jul 2026.