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Meridian Financial Partners’s Philip Morris PM Stock Holding History

Meridian Financial Partners’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 		– Sell
-1,420
Closed -$224K – 126
2026
Q1 		$224K Hold
1,420
– – 0.09% 111
2025
Q4 		$240K Sell
1,420
-2
-0.1% -$310 0.09% 102
2025
Q3 		$221K Buy
1,422
+2
+0.1% +$336 0.09% 103
2025
Q2 		$259K Sell
1,420
-209
-13% -$35.9K 0.12% 93
2025
Q1 		$259K Sell
1,629
-153
-9% -$21.7K 0.13% 92
2024
Q4 		$214K Hold
1,782
– – 0.11% 95
2024
Q3 		$216K Buy
+1,782
New +$207K 0.11% 96
2022
Q1 		– Sell
-1,990
Closed -$202K – 74
2021
Q4 		$202K Buy
+1,990
New +$186K 0.14% 82

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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

Meridian Financial Partners's PM Position: Q2 2026 in Review

Meridian Financial Partners sold out of Philip Morris (PM) in Q2 2026, closing a stake of 1,420 shares — an estimated $224K sold.

Meridian Financial Partners first reported a position in PM in Q4 2021 and held it in 8 quarters. The position peaked at $259K in Q2 2025. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Meridian Financial Partners reported no remaining Philip Morris position as of Q2 2026 after selling out during the quarter.
  • Meridian Financial Partners sold 1,420 Philip Morris shares in Q2 2026, an estimated $224K.
  • Meridian Financial Partners first reported a position in Philip Morris in Q4 2021 and held it in 8 quarters.
  • Meridian Financial Partners's Philip Morris position peaked at $259K in Q2 2025.
  • 2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Meridian Financial Partners's 13F filing for Q2 2026, filed 24 Jul 2026.