Partners in Financial Planning’s Philip Morris PM Stock Holding History

Partners in Financial Planning’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	$736K	Hold	4,066	–	–	0.11%	70
2026 Q1	$672K	Hold	4,066	–	–	0.11%	67
2025 Q4	$652K	Hold	4,066	–	–	0.11%	63
2025 Q3	$660K	Buy	4,066 +1,551	+62%	+$261K	0.11%	60
2025 Q2	$458K	Hold	2,515	–	–	0.08%	71
2025 Q1	$399K	Hold	2,515	–	–	0.08%	73
2024 Q4	$303K	Hold	2,515	–	–	0.06%	85
2024 Q3	$305K	Hold	2,515	–	–	0.06%	86
2024 Q2	$255K	Hold	2,515	–	–	0.06%	91
2024 Q1	$230K	Hold	2,515	–	–	0.05%	96
2023 Q4	$237K	Hold	2,515	–	–	0.06%	94
2023 Q3	$233K	Hold	2,515	–	–	0.06%	90
2023 Q2	$246K	Sell	2,515 -375	-13%	-$35.8K	0.06%	86
2023 Q1	$281K	Hold	2,890	–	–	0.07%	77
2022 Q4	$293K	Sell	2,890 -38	-1%	-$3.59K	0.08%	76
2022 Q3	$282K	Hold	2,928	–	–	0.08%	76
2022 Q2	$284K	Hold	2,928	–	–	0.09%	81
2022 Q1	$301K	Buy	2,928 +38	+1%	+$3.8K	0.09%	71
2021 Q4	$312K	Hold	2,890	–	–	0.1%	71
2021 Q3	$274K	Hold	2,890	–	–	0.09%	75
2021 Q2	$286K	Buy	+2,890	New	+$277K	0.09%	72

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 $3.38T AUM 44.17% 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

Partners in Financial Planning's PM Position: Q2 2026 in Review

Partners in Financial Planning held its Philip Morris (PM) position steady in Q2 2026 at 4,066 shares worth $736K. The position accounts for 0.11% of the portfolio, ranked #70.

Partners in Financial Planning first reported a position in PM in Q2 2021 and has held it in 21 quarters since. 2,937 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Partners in Financial Planning held 4,066 shares of Philip Morris worth $736K as of Q2 2026.
Partners in Financial Planning left its Philip Morris share count unchanged in Q2 2026.
Philip Morris made up 0.11% of Partners in Financial Planning's portfolio in Q2 2026, its #70 holding.
Partners in Financial Planning first reported a position in Philip Morris in Q2 2021 and has held it in 21 quarters since.
2,937 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Partners in Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.