Paragon Financial Partners’s Philip Morris PM Stock Holding History

Paragon Financial Partners’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	$1.48M	Buy	9,282 +7	+0.1%	+$1.22K	0.84%	22
2025 Q4	$1.49M	Buy	9,275 +2	+0%	+$310	0.92%	21
2025 Q3	$1.5M	Buy	9,273 +2	+0%	+$336	0.95%	21
2025 Q2	$1.69M	Buy	9,271 +1	+0%	+$172	1.15%	19
2025 Q1	$1.47M	Buy	9,270 +2	+0%	+$283	1.15%	17
2024 Q4	$1.12M	Sell	9,268 -8,334	-47%	-$1.05M	0.84%	22
2024 Q3	$2.14M	Sell	17,602 -1	-0%	-$116	1.57%	12
2024 Q2	$1.78M	Hold	17,603	–	–	1.39%	14
2024 Q1	$1.61M	Buy	17,603 +8,444	+92%	+$779K	1.33%	14
2023 Q4	$862K	Hold	9,159	–	–	0.83%	21
2023 Q3	$848K	Sell	9,159 -355	-4%	-$34.2K	0.88%	20
2023 Q2	$929K	Hold	9,514	–	–	0.88%	20
2023 Q1	$925K	Hold	9,514	–	–	0.97%	19
2022 Q4	$963K	Hold	9,514	–	–	1.07%	18
2022 Q3	$790K	Hold	9,514	–	–	0.89%	21
2022 Q2	$939K	Sell	9,514 -230	-2%	-$23.4K	0.96%	21
2022 Q1	$915K	Hold	9,744	–	–	0.8%	21
2021 Q4	$926K	Buy	+9,744	New	+$911K	0.76%	23

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

Paragon Financial Partners's PM Position: Q1 2026 in Review

Paragon Financial Partners increased its Philip Morris (PM) stake by 0.08% in Q1 2026, buying an estimated $1.22K and bringing the position to 9,282 shares worth $1.48M. The position accounts for 0.84% of the portfolio, ranked #22.

Paragon Financial Partners first reported a position in PM in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.14M in Q3 2024. 2,856 funds tracked by Wall St. Rank hold PM as of Q1 2026.

Paragon Financial Partners held 9,282 shares of Philip Morris worth $1.48M as of Q1 2026.
Paragon Financial Partners bought 7 Philip Morris shares in Q1 2026, an estimated $1.22K.
Philip Morris made up 0.84% of Paragon Financial Partners's portfolio in Q1 2026, its #22 holding.
Paragon Financial Partners first reported a position in Philip Morris in Q4 2021 and has held it in 18 quarters since.
Paragon Financial Partners's Philip Morris position peaked at $2.14M in Q3 2024.
2,856 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Paragon Financial Partners's 13F filing for Q1 2026, filed 17 Apr 2026.