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McCollum Christoferson Group’s Philip Morris PM Stock Holding History

McCollum Christoferson 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
Q2 		$362K Hold
2,000
– – 0.11% 62
2026
Q1 		$331K Hold
2,000
– – 0.1% 65
2025
Q4 		$321K Hold
2,000
– – 0.09% 65
2025
Q3 		$324K Buy
+2,000
New +$336K 0.09% 63

Other funds holding PM

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

McCollum Christoferson Group's PM Position: Q2 2026 in Review

McCollum Christoferson Group held its Philip Morris (PM) position steady in Q2 2026 at 2,000 shares worth $362K. The position accounts for 0.11% of the portfolio, ranked #62.

McCollum Christoferson Group first reported a position in PM in Q3 2025 and has held it in 4 quarters since. 1,798 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • McCollum Christoferson Group held 2,000 shares of Philip Morris worth $362K as of Q2 2026.
  • McCollum Christoferson Group left its Philip Morris share count unchanged in Q2 2026.
  • Philip Morris made up 0.11% of McCollum Christoferson Group's portfolio in Q2 2026, its #62 holding.
  • McCollum Christoferson Group first reported a position in Philip Morris in Q3 2025 and has held it in 4 quarters since.
  • 1,798 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on McCollum Christoferson Group's 13F filing for Q2 2026, filed 13 Jul 2026.