Pacific Sun Financial’s Philip Morris PM Stock Holding History

Pacific Sun Financial’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	$467K	Hold	2,560	–	–	0.19%	140
2026 Q1	$427K	Sell	2,560 -40	-2%	-$6.95K	0.21%	132
2025 Q4	$421K	Sell	2,600 -19	-0.7%	-$2.94K	0.2%	131
2025 Q3	$425K	Sell	2,619 -81	-3%	-$13.6K	0.21%	129
2025 Q2	$492K	Hold	2,700	–	–	0.26%	116
2025 Q1	$429K	Hold	2,700	–	–	0.24%	123
2024 Q4	$325K	Hold	2,700	–	–	0.18%	141
2024 Q3	$328K	Hold	2,700	–	–	0.18%	140
2024 Q2	$274K	Hold	2,700	–	–	0.16%	148
2024 Q1	$247K	Sell	2,700 -178	-6%	-$16.4K	0.14%	158
2023 Q4	$271K	Hold	2,878	–	–	0.17%	142
2023 Q3	$266K	Sell	2,878 -30	-1%	-$2.89K	0.18%	137
2023 Q2	$283K	Buy	+2,908	New	+$278K	0.19%	139
2022 Q4	$294K	Sell	2,908 -58	-2%	-$5.47K	0.21%	131
2022 Q3	$246K	Hold	2,966	–	–	0.17%	151
2022 Q2	$293K	Buy	2,966 +66	+2%	+$6.73K	0.19%	134
2022 Q1	$272K	Hold	2,900	–	–	0.15%	154
2021 Q4	$276K	Hold	2,900	–	–	0.15%	158
2021 Q3	$275K	Buy	+2,900	New	+$292K	0.16%	148
2018 Q1	–	Sell	-3,483	Closed	-$368K	–	176
2017 Q4	$368K	Buy	+3,483	New	+$371K	0.2%	93

Other funds holding PM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Pacific Sun Financial's PM Position: Q2 2026 in Review

Pacific Sun Financial held its Philip Morris (PM) position steady in Q2 2026 at 2,560 shares worth $467K. The position accounts for 0.19% of the portfolio, ranked #140.

Pacific Sun Financial first reported a position in PM in Q4 2017 and has held it in 20 quarters since. The position peaked at $492K in Q2 2025. 2,926 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Pacific Sun Financial held 2,560 shares of Philip Morris worth $467K as of Q2 2026.
Pacific Sun Financial left its Philip Morris share count unchanged in Q2 2026.
Philip Morris made up 0.19% of Pacific Sun Financial's portfolio in Q2 2026, its #140 holding.
Pacific Sun Financial first reported a position in Philip Morris in Q4 2017 and has held it in 20 quarters since.
Pacific Sun Financial's Philip Morris position peaked at $492K in Q2 2025.
2,926 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Pacific Sun Financial's 13F filing for Q2 2026, filed 10 Aug 2026.