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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
Q2 		$445K Buy
2,459
+52
+2% +$9.02K 0.02% 218
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 $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

NFP Retirement Inc's PM Position: Q2 2026 in Review

NFP Retirement Inc increased its Philip Morris (PM) stake by 2.2% in Q2 2026, buying an estimated $9.02K and bringing the position to 2,459 shares worth $445K. The position accounts for 0.02% of the portfolio, ranked #218.

NFP Retirement Inc first reported a position in PM in Q1 2022 and has held it in 18 quarters since. The position peaked at $466K in Q2 2025. 2,926 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • NFP Retirement Inc held 2,459 shares of Philip Morris worth $445K as of Q2 2026.
  • NFP Retirement Inc bought 52 Philip Morris shares in Q2 2026, an estimated $9.02K.
  • Philip Morris made up 0.02% of NFP Retirement Inc's portfolio in Q2 2026, its #218 holding.
  • NFP Retirement Inc first reported a position in Philip Morris in Q1 2022 and has held it in 18 quarters since.
  • NFP Retirement Inc's Philip Morris position peaked at $466K in Q2 2025.
  • 2,926 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on NFP Retirement Inc's 13F filing for Q2 2026, filed 12 Aug 2026.