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Park Square Financial Group’s Philip Morris PM Stock Holding History

Park Square 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 		$8.6K Sell
52
-101
-66% -$17.6K 0.07% 103
2025
Q4 		$18.4K Sell
153
-12
-7% -$1.86K 0.11% 93
2025
Q3 		$26.8K Sell
165
-927
-85% -$156K 0.12% 68
2025
Q2 		$199K Buy
1,092
+71
+7% +$12.2K 0.14% 106
2025
Q1 		$162K Buy
1,021
+680
+199% +$96.3K 0.13% 108
2024
Q4 		$41K Buy
+341
New +$43K 0.03% 309

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

Park Square Financial Group's PM Position: Q1 2026 in Review

Park Square Financial Group reduced its Philip Morris (PM) stake by 66% in Q1 2026, selling an estimated $17.6K and leaving 52 shares worth $8.6K. The position accounts for 0.07% of the portfolio, ranked #103.

Park Square Financial Group first reported a position in PM in Q4 2024 and has held it in 6 quarters since. The position peaked at $199K in Q2 2025. 2,853 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Park Square Financial Group held 52 shares of Philip Morris worth $8.6K as of Q1 2026.
  • Park Square Financial Group sold 101 Philip Morris shares in Q1 2026, an estimated $17.6K.
  • Philip Morris made up 0.07% of Park Square Financial Group's portfolio in Q1 2026, its #103 holding.
  • Park Square Financial Group first reported a position in Philip Morris in Q4 2024 and has held it in 6 quarters since.
  • Park Square Financial Group's Philip Morris position peaked at $199K in Q2 2025.
  • 2,853 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

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