Main Street Group
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Main Street Group’s Philip Morris PM Stock Holding History

Main Street Group’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 		$1.39M Buy
7,281
+449
+7% +$84.8K 0.31% 31
2026
Q2 		$1.24M Sell
6,832
-152
-2% -$26.4K 0.29% 33
2026
Q1 		$1.15M Buy
6,984
+2,476
+55% +$430K 0.34% 35
2025
Q4 		$723K Buy
4,508
+25
+0.6% +$3.87K 0.25% 37
2025
Q3 		$727K Sell
4,483
-5
-0.1% -$841 0.21% 46
2025
Q2 		$817K Sell
4,488
-2,694
-38% -$463K 0.27% 39
2025
Q1 		$1.14M Buy
7,182
+2,677
+59% +$379K 0.44% 27
2024
Q4 		$542K Buy
4,505
+20
+0.4% +$2.52K 0.2% 53
2024
Q3 		$544K Buy
4,485
+63
+1% +$7.32K 0.21% 50
2024
Q2 		$448K Sell
4,422
-4,079
-48% -$399K 0.19% 62
2024
Q1 		$778K Buy
8,501
+3,661
+76% +$338K 0.34% 36
2023
Q4 		$456K Buy
+4,840
New +$446K 0.16% 78

Other funds holding PM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Main Street Group's PM Position: Q3 2026 in Review

Main Street Group increased its Philip Morris (PM) stake by 6.6% in Q3 2026, buying an estimated $84.8K and bringing the position to 7,281 shares worth $1.39M. The position accounts for 0.31% of the portfolio, ranked #31.

Main Street Group first reported a position in PM in Q4 2023 and has held it in 12 quarters since. 2,007 funds tracked by Wall St. Rank hold PM as of Q3 2026.

  • Main Street Group held 7,281 shares of Philip Morris worth $1.39M as of Q3 2026.
  • Main Street Group bought 449 Philip Morris shares in Q3 2026, an estimated $84.8K.
  • Philip Morris made up 0.31% of Main Street Group's portfolio in Q3 2026, its #31 holding.
  • Main Street Group first reported a position in Philip Morris in Q4 2023 and has held it in 12 quarters since.
  • 2,007 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on Main Street Group's 13F filing for Q3 2026, filed 28 Oct 2026.