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NFP Retirement Inc’s Philip Morris PM Stock Holding History

NFP Retirement Inc’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 		$398K Sell
2,407
-43
-2% -$7.47K 0.02% 221
2025
Q4 		$393K Buy
2,450
+16
+0.7% +$2.48K 0.02% 221
2025
Q3 		$395K Sell
2,434
-125
-5% -$21K 0.03% 226
2025
Q2 		$466K Sell
2,559
-30
-1% -$5.15K 0.03% 211
2025
Q1 		$411K Buy
2,589
+62
+2% +$8.78K 0.03% 197
2024
Q4 		$304K Buy
2,527
+6
+0.2% +$757 0.02% 240
2024
Q3 		$306K Buy
2,521
+5
+0.2% +$581 0.02% 233
2024
Q2 		$255K Buy
2,516
+6
+0.2% +$587 0.02% 243
2024
Q1 		$230K Sell
2,510
-74
-3% -$6.82K 0.02% 251
2023
Q4 		$243K Buy
2,584
+5
+0.2% +$461 0.04% 213
2023
Q3 		$239K Buy
2,579
+5
+0.2% +$481 0.05% 205
2023
Q2 		$251K Buy
2,574
+5
+0.2% +$478 0.05% 199
2023
Q1 		$250K Sell
2,569
-95
-4% -$9.47K 0.05% 209
2022
Q4 		$270K Buy
2,664
+6
+0.2% +$566 0.06% 200
2022
Q3 		$221K Buy
2,658
+5
+0.2% +$477 0.05% 205
2022
Q2 		$262K Sell
2,653
-195
-7% -$19.9K 0.07% 191
2022
Q1 		$268K Buy
+2,848
New +$285K 0.06% 187

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

NFP Retirement Inc's PM Position: Q1 2026 in Review

NFP Retirement Inc reduced its Philip Morris (PM) stake by 1.8% in Q1 2026, selling an estimated $7.47K and leaving 2,407 shares worth $398K. The position accounts for 0.02% of the portfolio, ranked #221.

NFP Retirement Inc first reported a position in PM in Q1 2022 and has held it in 17 quarters since. The position peaked at $466K in Q2 2025. 2,854 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • NFP Retirement Inc held 2,407 shares of Philip Morris worth $398K as of Q1 2026.
  • NFP Retirement Inc sold 43 Philip Morris shares in Q1 2026, an estimated $7.47K.
  • Philip Morris made up 0.02% of NFP Retirement Inc's portfolio in Q1 2026, its #221 holding.
  • NFP Retirement Inc first reported a position in Philip Morris in Q1 2022 and has held it in 17 quarters since.
  • NFP Retirement Inc's Philip Morris position peaked at $466K in Q2 2025.
  • 2,854 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on NFP Retirement Inc's 13F filing for Q1 2026, filed 13 May 2026.