Merit Financial Group
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Merit Financial Group’s Philip Morris PM Stock Holding History

Merit Financial 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 		$26.6M Buy
139,524
+10,337
+8% +$1.95M 0.15% 121
2026
Q2 		$23.4M Sell
129,187
-4,507
-3% -$782K 0.14% 125
2026
Q1 		$22.1M Sell
133,694
-4,053
-3% -$704K 0.16% 110
2025
Q4 		$22.1M Sell
137,747
-11,931
-8% -$1.85M 0.18% 100
2025
Q3 		$24.3M Buy
149,678
+7,921
+6% +$1.33M 0.22% 85
2025
Q2 		$25.8M Buy
141,757
+27,593
+24% +$4.74M 0.29% 64
2025
Q1 		$18.1M Buy
114,164
+22,110
+24% +$3.13M 0.27% 69
2024
Q4 		$11.1M Buy
92,054
+33,040
+56% +$4.17M 0.2% 94
2024
Q3 		$7.16M Sell
59,014
-15,357
-21% -$1.78M 0.16% 115
2024
Q2 		$7.54M Buy
74,371
+7,591
+11% +$742K 0.17% 101
2024
Q1 		$6.5M Buy
66,780
+6,602
+11% +$609K 0.16% 113
2023
Q4 		$5.66M Sell
60,178
-2,361
-4% -$218K 0.17% 86
2023
Q3 		$5.79M Buy
62,539
+5,091
+9% +$490K 0.19% 84
2023
Q2 		$5.61M Sell
57,448
-1,596
-3% -$152K 0.18% 84
2023
Q1 		$5.74M Sell
59,044
-3,196
-5% -$319K 0.21% 75
2022
Q4 		$6.3M Buy
62,240
+6,702
+12% +$632K 0.23% 66
2022
Q3 		$4.61M Sell
55,538
-2,190
-4% -$209K 0.2% 70
2022
Q2 		$5.7M Buy
57,728
+4,699
+9% +$479K 0.18% 83
2022
Q1 		$4.98M Buy
53,029
+1,008
+2% +$101K 0.3% 54
2021
Q4 		$4.94M Sell
52,021
-649
-1% -$60.7K 0.48% 23
2021
Q3 		$4.99M Sell
52,670
-638
-1% -$64.2K 0.52% 22
2021
Q2 		$5.28M Sell
53,308
-1,413
-3% -$136K 0.5% 21
2021
Q1 		$4.86M Buy
54,721
+1,601
+3% +$136K 0.51% 19
2020
Q4 		$4.4M Buy
53,120
+1,617
+3% +$126K 0.43% 19
2020
Q3 		$3.86M Sell
51,503
-3,702
-7% -$286K 0.35% 20
2020
Q2 		$3.87M Sell
55,205
-518
-0.9% -$37.8K 0.38% 19
2020
Q1 		$4.07M Sell
55,723
-380
-0.7% -$31.3K 0.45% 17
2019
Q4 		$4.77M Buy
+56,103
New +$4.62M 0.42% 15

Other funds holding PM

Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Merit Financial Group's PM Position: Q3 2026 in Review

Merit Financial Group increased its Philip Morris (PM) stake by 8% in Q3 2026, buying an estimated $1.95M and bringing the position to 139,524 shares worth $26.6M. The position accounts for 0.15% of the portfolio, ranked #121.

Merit Financial Group first reported a position in PM in Q4 2019 and has held it in 28 quarters since. 2,668 funds tracked by Wall St. Rank hold PM as of Q3 2026.

  • Merit Financial Group held 139,524 shares of Philip Morris worth $26.6M as of Q3 2026.
  • Merit Financial Group bought 10,337 Philip Morris shares in Q3 2026, an estimated $1.95M.
  • Philip Morris made up 0.15% of Merit Financial Group's portfolio in Q3 2026, its #121 holding.
  • Merit Financial Group first reported a position in Philip Morris in Q4 2019 and has held it in 28 quarters since.
  • 2,668 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on Merit Financial Group's 13F filing for Q3 2026, filed 6 Nov 2026.