Mosaic Financial Group’s Philip Morris PM Stock Holding History

Mosaic 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 Q2	$300K	Sell	1,661 -73	-4%	-$12.7K	0.19%	102
2026 Q1	$287K	Sell	1,734 -36	-2%	-$6.26K	0.2%	102
2025 Q4	$284K	Hold	1,770	–	–	0.19%	101
2025 Q3	$287K	Hold	1,770	–	–	0.2%	96
2025 Q2	$322K	Sell	1,770 -32	-2%	-$5.5K	0.25%	84
2025 Q1	$286K	Sell	1,802 -49	-3%	-$6.94K	0.23%	92
2024 Q4	$223K	Hold	1,851	–	–	0.16%	109
2024 Q3	$225K	Buy	+1,851	New	+$215K	0.16%	112

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Mosaic Financial Group's PM Position: Q2 2026 in Review

Mosaic Financial Group reduced its Philip Morris (PM) stake by 4.2% in Q2 2026, selling an estimated $12.7K and leaving 1,661 shares worth $300K. The position accounts for 0.19% of the portfolio, ranked #102.

Mosaic Financial Group first reported a position in PM in Q3 2024 and has held it in 8 quarters since. The position peaked at $322K in Q2 2025. 2,926 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Mosaic Financial Group held 1,661 shares of Philip Morris worth $300K as of Q2 2026.
Mosaic Financial Group sold 73 Philip Morris shares in Q2 2026, an estimated $12.7K.
Philip Morris made up 0.19% of Mosaic Financial Group's portfolio in Q2 2026, its #102 holding.
Mosaic Financial Group first reported a position in Philip Morris in Q3 2024 and has held it in 8 quarters since.
Mosaic Financial Group's Philip Morris position peaked at $322K in Q2 2025.
2,926 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Mosaic Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.