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Peak Financial Advisors’s Philip Morris PM Stock Holding History

Peak Financial Advisors’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 		– Sell
-3,930
Closed -$630K – 93
2025
Q4 		$630K Sell
3,930
-10,571
-73% -$1.64M 0.28% 51
2025
Q3 		$2.35M Buy
+14,501
New +$2.44M 1.13% 27
2025
Q1 		– Sell
-23,620
Closed -$2.84M – 85
2024
Q4 		$2.84M Buy
+23,620
New +$2.98M 1.48% 25

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

Peak Financial Advisors's PM Position: Q1 2026 in Review

Peak Financial Advisors sold out of Philip Morris (PM) in Q1 2026, closing a stake of 3,930 shares — an estimated $630K sold.

Peak Financial Advisors first reported a position in PM in Q4 2024 and held it in 3 quarters. The position peaked at $2.84M in Q4 2024. 2,854 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Peak Financial Advisors reported no remaining Philip Morris position as of Q1 2026 after selling out during the quarter.
  • Peak Financial Advisors sold 3,930 Philip Morris shares in Q1 2026, an estimated $630K.
  • Peak Financial Advisors first reported a position in Philip Morris in Q4 2024 and held it in 3 quarters.
  • Peak Financial Advisors's Philip Morris position peaked at $2.84M in Q4 2024.
  • 2,854 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Peak Financial Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.