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Oxford Financial Group’s Philip Morris PM Stock Holding History

Oxford 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
Q1 		$534K Sell
3,231
-2,360
-42% -$410K 0.03% 156
2025
Q4 		$897K Buy
5,591
+2,156
+63% +$334K 0.05% 98
2025
Q3 		$557K Buy
3,435
+36
+1% +$6.06K 0.03% 134
2025
Q2 		$619K Buy
3,399
+201
+6% +$34.5K 0.04% 117
2025
Q1 		$508K Buy
3,198
+67
+2% +$9.49K 0.04% 128
2024
Q4 		$377K Sell
3,131
-25
-0.8% -$3.15K 0.02% 180
2024
Q3 		$383K Sell
3,156
-956
-23% -$111K 0.02% 173
2024
Q2 		$417K Buy
4,112
+890
+28% +$87K 0.03% 174
2024
Q1 		$295K Sell
3,222
-456
-12% -$42K 0.02% 184
2023
Q4 		$346K Buy
3,678
+588
+19% +$54.2K 0.03% 167
2023
Q3 		$286K Sell
3,090
-499
-14% -$48K 0.02% 176
2023
Q2 		$350K Sell
3,589
-162
-4% -$15.5K 0.03% 161
2023
Q1 		$365K Sell
3,751
-305
-8% -$30.4K 0.04% 129
2022
Q4 		$410K Buy
4,056
+482
+13% +$45.5K 0.05% 128
2022
Q3 		$297K Sell
3,574
-178
-5% -$17K 0.04% 139
2022
Q2 		$370K Sell
3,752
-104
-3% -$10.6K 0.05% 130
2022
Q1 		$362K Hold
3,856
– – 0.05% 142
2021
Q4 		$366K Buy
3,856
+534
+16% +$49.9K 0.04% 148
2021
Q3 		$315K Buy
3,322
+5
+0.2% +$503 0.04% 146
2021
Q2 		$329K Hold
3,317
– – 0.04% 141
2021
Q1 		$294K Sell
3,317
-182
-5% -$15.5K 0.04% 147
2020
Q4 		$290K Buy
3,499
+27
+0.8% +$2.1K 0.04% 149
2020
Q3 		$260K Hold
3,472
– – 0.04% 137
2020
Q2 		$243K Hold
3,472
– – 0.04% 144
2020
Q1 		$253K Buy
+3,472
New +$286K 0.05% 135

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

Oxford Financial Group's PM Position: Q1 2026 in Review

Oxford Financial Group reduced its Philip Morris (PM) stake by 42% in Q1 2026, selling an estimated $410K and leaving 3,231 shares worth $534K. The position accounts for 0.03% of the portfolio, ranked #156.

Oxford Financial Group first reported a position in PM in Q1 2020 and has held it in 25 quarters since. The position peaked at $897K in Q4 2025. 2,856 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Oxford Financial Group held 3,231 shares of Philip Morris worth $534K as of Q1 2026.
  • Oxford Financial Group sold 2,360 Philip Morris shares in Q1 2026, an estimated $410K.
  • Philip Morris made up 0.03% of Oxford Financial Group's portfolio in Q1 2026, its #156 holding.
  • Oxford Financial Group first reported a position in Philip Morris in Q1 2020 and has held it in 25 quarters since.
  • Oxford Financial Group's Philip Morris position peaked at $897K in Q4 2025.
  • 2,856 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Oxford Financial Group's 13F filing for Q1 2026, filed 6 May 2026.