OFS
PM icon

OMC Financial Services’s Philip Morris PM Stock Holding History

OMC Financial Services’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 		$386K Buy
2,131
+6
+0.3% +$1.04K 0.13% 57
2026
Q1 		$351K Hold
2,125
– – 0.14% 58
2025
Q4 		$341K Hold
2,125
– – 0.13% 59
2025
Q3 		$345K Hold
2,125
– – 0.13% 61
2025
Q2 		$387K Hold
2,125
– – 0.16% 59
2025
Q1 		$337K Hold
2,125
– – 0.15% 58
2024
Q4 		$256K Hold
2,125
– – 0.11% 61
2024
Q3 		$215K Hold
2,125
– – 0.1% 60
2024
Q2 		$215K Buy
+2,125
New +$208K 0.1% 60

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

OMC Financial Services's PM Position: Q2 2026 in Review

OMC Financial Services increased its Philip Morris (PM) stake by 0.28% in Q2 2026, buying an estimated $1.04K and bringing the position to 2,131 shares worth $386K. The position accounts for 0.13% of the portfolio, ranked #57.

OMC Financial Services first reported a position in PM in Q2 2024 and has held it in 9 quarters since. The position peaked at $387K in Q2 2025. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • OMC Financial Services held 2,131 shares of Philip Morris worth $386K as of Q2 2026.
  • OMC Financial Services bought 6 Philip Morris shares in Q2 2026, an estimated $1.04K.
  • Philip Morris made up 0.13% of OMC Financial Services's portfolio in Q2 2026, its #57 holding.
  • OMC Financial Services first reported a position in Philip Morris in Q2 2024 and has held it in 9 quarters since.
  • OMC Financial Services's Philip Morris position peaked at $387K in Q2 2025.
  • 2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on OMC Financial Services's 13F filing for Q2 2026, filed 6 Aug 2026.