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Marshall Financial Group (Maryland)’s Philip Morris PM Stock Holding History

Marshall Financial Group (Maryland)’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 		$1.05M Sell
5,816
-36
-0.6% -$6.24K 0.15% 125
2026
Q1 		$968K Sell
5,852
-192
-3% -$33.4K 0.15% 119
2025
Q4 		$969K Sell
6,044
-729
-11% -$113K 0.19% 118
2025
Q3 		$1.1M Sell
6,773
-39
-0.6% -$6.56K 0.21% 114
2025
Q2 		$1.23M Sell
6,812
-188
-3% -$32.3K 0.24% 89
2025
Q1 		$1.11M Buy
7,000
+615
+10% +$87.1K 0.24% 99
2024
Q4 		$768K Buy
6,385
+297
+5% +$37.5K 0.19% 136
2024
Q3 		$739K Buy
6,088
+13
+0.2% +$1.51K 0.18% 141
2024
Q2 		$616K Buy
+6,075
New +$594K 0.17% 121
2023
Q3 		– Sell
-2,180
Closed -$213K – 171
2023
Q2 		$213K Sell
2,180
-10
-0.5% -$955 0.07% 164
2023
Q1 		$213K Hold
2,190
– – 0.08% 164
2022
Q4 		$222K Buy
+2,190
New +$207K 0.09% 161
2022
Q3 		– Sell
-2,357
Closed -$233K – 178
2022
Q2 		$233K Sell
2,357
-47
-2% -$4.79K 0.09% 167
2022
Q1 		$226K Sell
2,404
-164
-6% -$16.4K 0.09% 193
2021
Q4 		$244K Sell
2,568
-112
-4% -$10.5K 0.09% 195
2021
Q3 		$254K Sell
2,680
-3
-0.1% -$302 0.13% 155
2021
Q2 		$266K Buy
2,683
+220
+9% +$21.1K 0.14% 153
2021
Q1 		$219K Buy
+2,463
New +$209K 0.13% 129

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Capital International Investors
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State Street
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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
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Marshall Financial Group (Maryland)'s PM Position: Q2 2026 in Review

Marshall Financial Group (Maryland) reduced its Philip Morris (PM) stake by 0.62% in Q2 2026, selling an estimated $6.24K and leaving 5,816 shares worth $1.05M. The position accounts for 0.15% of the portfolio, ranked #125.

Marshall Financial Group (Maryland) first reported a position in PM in Q1 2021 and has held it in 18 quarters since. The position peaked at $1.23M in Q2 2025. 2,918 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Marshall Financial Group (Maryland) held 5,816 shares of Philip Morris worth $1.05M as of Q2 2026.
  • Marshall Financial Group (Maryland) sold 36 Philip Morris shares in Q2 2026, an estimated $6.24K.
  • Philip Morris made up 0.15% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #125 holding.
  • Marshall Financial Group (Maryland) first reported a position in Philip Morris in Q1 2021 and has held it in 18 quarters since.
  • Marshall Financial Group (Maryland)'s Philip Morris position peaked at $1.23M in Q2 2025.
  • 2,918 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.