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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
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
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

Mosaic Financial Group's PM Position: Q1 2026 in Review

Mosaic Financial Group reduced its Philip Morris (PM) stake by 2% in Q1 2026, selling an estimated $6.26K and leaving 1,734 shares worth $287K. The position accounts for 0.2% of the portfolio, ranked #102.

Mosaic Financial Group first reported a position in PM in Q3 2024 and has held it in 7 quarters since. The position peaked at $322K in Q2 2025. 2,853 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Mosaic Financial Group held 1,734 shares of Philip Morris worth $287K as of Q1 2026.
  • Mosaic Financial Group sold 36 Philip Morris shares in Q1 2026, an estimated $6.26K.
  • Philip Morris made up 0.2% of Mosaic Financial Group's portfolio in Q1 2026, its #102 holding.
  • Mosaic Financial Group first reported a position in Philip Morris in Q3 2024 and has held it in 7 quarters since.
  • Mosaic Financial Group's Philip Morris position peaked at $322K in Q2 2025.
  • 2,853 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Mosaic Financial Group's 13F filing for Q1 2026, filed 8 May 2026.