Montgomery Financial Services’s Philip Morris PM Stock Holding History

Montgomery Financial Services’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	$14.2K	Buy	+78	New	+$13.5K	0.01%	145

Other funds holding PM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Montgomery Financial Services's PM Position: Q2 2026 in Review

Montgomery Financial Services opened a new position in Philip Morris (PM) in Q2 2026: 78 shares worth $14.2K. The stake represents 0.01% of the portfolio and ranks #145 among its holdings.

2,809 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Montgomery Financial Services held 78 shares of Philip Morris worth $14.2K as of Q2 2026.
Philip Morris was a new Montgomery Financial Services position in Q2 2026.
Philip Morris made up 0.01% of Montgomery Financial Services's portfolio in Q2 2026, its #145 holding.
2,809 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Montgomery Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.