MFF
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Michels Family Financial’s Philip Morris PM Stock Holding History

Michels Family Financial’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
Q1 		$285K Buy
1,724
+7
+0.4% +$1.22K 0.21% 112
2025
Q4 		$275K Buy
1,717
+35
+2% +$5.42K 0.2% 118
2025
Q3 		$273K Buy
1,682
+3
+0.2% +$505 0.21% 117
2025
Q2 		$306K Sell
1,679
-125
-7% -$21.5K 0.26% 103
2025
Q1 		$286K Buy
+1,804
New +$256K 0.26% 107

Other funds holding PM

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Michels Family Financial's PM Position: Q1 2026 in Review

Michels Family Financial increased its Philip Morris (PM) stake by 0.41% in Q1 2026, buying an estimated $1.22K and bringing the position to 1,724 shares worth $285K. The position accounts for 0.21% of the portfolio, ranked #112.

Michels Family Financial first reported a position in PM in Q1 2025 and has held it in 5 quarters since. The position peaked at $306K in Q2 2025. 2,852 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Michels Family Financial held 1,724 shares of Philip Morris worth $285K as of Q1 2026.
  • Michels Family Financial bought 7 Philip Morris shares in Q1 2026, an estimated $1.22K.
  • Philip Morris made up 0.21% of Michels Family Financial's portfolio in Q1 2026, its #112 holding.
  • Michels Family Financial first reported a position in Philip Morris in Q1 2025 and has held it in 5 quarters since.
  • Michels Family Financial's Philip Morris position peaked at $306K in Q2 2025.
  • 2,852 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Michels Family Financial's 13F filing for Q1 2026, filed 24 Apr 2026.