MFG
PM icon

MTM Financial Group’s Philip Morris PM Stock Holding History

MTM 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 		$444K Buy
2,454
+6
+0.2% +$1.04K 0.19% 60
2026
Q1 		$405K Buy
2,448
+5
+0.2% +$869 0.19% 61
2025
Q4 		$392K Buy
2,443
+6
+0.2% +$930 0.19% 61
2025
Q3 		$395K Buy
2,437
+4
+0.2% +$673 0.19% 59
2025
Q2 		$443K Buy
2,433
+5
+0.2% +$859 0.24% 53
2025
Q1 		$385K Buy
2,428
+7
+0.3% +$992 0.23% 57
2024
Q4 		$291K Buy
2,421
+6
+0.2% +$757 0.17% 61
2024
Q3 		$293K Buy
2,415
+8
+0.3% +$930 0.18% 61
2024
Q2 		$244K Sell
2,407
-3
-0.1% -$293 0.16% 62
2024
Q1 		$221K Buy
2,410
+8
+0.3% +$738 0.15% 62
2023
Q4 		$226K Buy
2,402
+8
+0.3% +$737 0.17% 51
2023
Q3 		$222K Buy
2,394
+12
+0.5% +$1.16K 0.18% 48
2023
Q2 		$233K Sell
2,382
-288
-11% -$27.5K 0.2% 45
2023
Q1 		$260K Buy
2,670
+6
+0.2% +$598 0.23% 41
2022
Q4 		$270K Buy
2,664
+8
+0.3% +$755 0.24% 42
2022
Q3 		$220K Buy
2,656
+7
+0.3% +$668 0.2% 46
2022
Q2 		$262K Buy
2,649
+6
+0.2% +$612 0.23% 45
2022
Q1 		$248K Buy
+2,643
New +$264K 0.26% 43

Other funds holding PM

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

MTM Financial Group increased its Philip Morris (PM) stake by 0.25% in Q2 2026, buying an estimated $1.04K and bringing the position to 2,454 shares worth $444K. The position accounts for 0.19% of the portfolio, ranked #60.

MTM Financial Group first reported a position in PM in Q1 2022 and has held it in 18 quarters since. 2,912 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • MTM Financial Group held 2,454 shares of Philip Morris worth $444K as of Q2 2026.
  • MTM Financial Group bought 6 Philip Morris shares in Q2 2026, an estimated $1.04K.
  • Philip Morris made up 0.19% of MTM Financial Group's portfolio in Q2 2026, its #60 holding.
  • MTM Financial Group first reported a position in Philip Morris in Q1 2022 and has held it in 18 quarters since.
  • 2,912 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on MTM Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.