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MPS Loria Financial Planners’s Philip Morris PM Stock Holding History

MPS Loria Financial Planners’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 		$369K Buy
2,229
+12
+0.5% +$2.08K 0.1% 63
2025
Q4 		$356K Buy
2,217
+7
+0.3% +$1.08K 0.09% 61
2025
Q3 		$359K Buy
2,210
+3
+0.1% +$505 0.1% 60
2025
Q2 		$402K Buy
2,207
+44
+2% +$7.56K 0.12% 54
2025
Q1 		$343K Buy
2,163
+34
+2% +$4.82K 0.1% 57
2024
Q4 		$256K Buy
2,129
+74
+4% +$9.34K 0.08% 70
2024
Q3 		$250K Sell
2,055
-6
-0.3% -$697 0.07% 73
2024
Q2 		$209K Buy
+2,061
New +$202K 0.07% 80
2021
Q3 		– Sell
-2,316
Closed -$230K – 82
2021
Q2 		$230K Sell
2,316
-575
-20% -$55.2K 0.11% 75
2021
Q1 		$256K Buy
2,891
+30
+1% +$2.55K 0.12% 66
2020
Q4 		$233K Buy
2,861
+39
+1% +$3.04K 0.1% 69
2020
Q3 		$212K Buy
2,822
+32
+1% +$2.47K 0.11% 67
2020
Q2 		$195K Buy
2,790
+31
+1% +$2.26K 0.1% 70
2020
Q1 		$201K Buy
2,759
+26
+1% +$2.14K 0.15% 61
2019
Q4 		$232K Buy
2,733
+29
+1% +$2.39K 0.14% 67
2019
Q3 		$205K Buy
2,704
+26
+1% +$2.06K 0.13% 68
2019
Q2 		$210K Buy
2,678
+24
+0.9% +$1.98K 0.13% 67
2019
Q1 		$235K Buy
+2,654
New +$214K 0.16% 60
2018
Q4 		– Sell
-2,718
Closed -$222K – 78
2018
Q3 		$222K Buy
2,718
+24
+0.9% +$1.97K 0.14% 67
2018
Q2 		$217K Sell
2,694
-595
-18% -$50.5K 0.22% 62
2018
Q1 		$327K Buy
3,289
+25
+0.8% +$2.6K 0.23% 49
2017
Q4 		$345K Buy
3,264
+22
+0.7% +$2.34K 0.24% 48
2017
Q3 		$360K Hold
3,242
– – 0.26% 46
2017
Q2 		$379K Buy
+3,242
New +$375K 0.25% 45

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

MPS Loria Financial Planners's PM Position: Q1 2026 in Review

MPS Loria Financial Planners increased its Philip Morris (PM) stake by 0.54% in Q1 2026, buying an estimated $2.08K and bringing the position to 2,229 shares worth $369K. The position accounts for 0.1% of the portfolio, ranked #63.

MPS Loria Financial Planners first reported a position in PM in Q2 2017 and has held it in 24 quarters since. The position peaked at $402K in Q2 2025. 2,855 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • MPS Loria Financial Planners held 2,229 shares of Philip Morris worth $369K as of Q1 2026.
  • MPS Loria Financial Planners bought 12 Philip Morris shares in Q1 2026, an estimated $2.08K.
  • Philip Morris made up 0.1% of MPS Loria Financial Planners's portfolio in Q1 2026, its #63 holding.
  • MPS Loria Financial Planners first reported a position in Philip Morris in Q2 2017 and has held it in 24 quarters since.
  • MPS Loria Financial Planners's Philip Morris position peaked at $402K in Q2 2025.
  • 2,855 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on MPS Loria Financial Planners's 13F filing for Q1 2026, filed 8 May 2026.