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 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 $733B AUM 35.63% 1-Year Est. Return

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pacific Sun Financial's PM Position: Q1 2026 in Review

Pacific Sun Financial reduced its Philip Morris (PM) stake by 1.5% in Q1 2026, selling an estimated $6.95K and leaving 2,560 shares worth $427K. The position accounts for 0.21% of the portfolio, ranked #132.

Pacific Sun Financial first reported a position in PM in Q4 2017 and has held it in 19 quarters since. The position peaked at $492K in Q2 2025. 2,854 funds tracked by Wall St. Rank hold PM as of Q1 2026.

Pacific Sun Financial held 2,560 shares of Philip Morris worth $427K as of Q1 2026.
Pacific Sun Financial sold 40 Philip Morris shares in Q1 2026, an estimated $6.95K.
Philip Morris made up 0.21% of Pacific Sun Financial's portfolio in Q1 2026, its #132 holding.
Pacific Sun Financial first reported a position in Philip Morris in Q4 2017 and has held it in 19 quarters since.
Pacific Sun Financial's Philip Morris position peaked at $492K in Q2 2025.
2,854 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Pacific Sun Financial's 13F filing for Q1 2026, filed 8 May 2026.