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Personal CFO Solutions’s Philip Morris PM Stock Holding History

Personal CFO Solutions’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 		$2.53M Buy
15,171
+482
+3% +$83.8K 0.36% 44
2025
Q4 		$2.36M Buy
14,689
+313
+2% +$48.5K 0.37% 41
2025
Q3 		$2.33M Buy
14,376
+491
+4% +$82.6K 0.41% 39
2025
Q2 		$2.53M Buy
13,885
+7,631
+122% +$1.31M 0.47% 36
2025
Q1 		$993K Sell
6,254
-383
-6% -$54.3K 0.2% 100
2024
Q4 		$799K Buy
6,637
+136
+2% +$17.2K 0.16% 127
2024
Q3 		$789K Buy
6,501
+135
+2% +$15.7K 0.11% 188
2024
Q2 		$645K Sell
6,366
-143
-2% -$14K 0.1% 198
2024
Q1 		$596K Buy
6,509
+491
+8% +$45.3K 0.09% 211
2023
Q4 		$566K Sell
6,018
-508
-8% -$46.8K 0.1% 206
2023
Q3 		$604K Buy
6,526
+158
+2% +$15.2K 0.12% 161
2023
Q2 		$622K Buy
6,368
+348
+6% +$33.3K 0.13% 160
2023
Q1 		$585K Buy
6,020
+511
+9% +$50.9K 0.12% 162
2022
Q4 		$558K Buy
5,509
+1,181
+27% +$111K 0.12% 171
2022
Q3 		$359K Buy
4,328
+166
+4% +$15.8K 0.09% 216
2022
Q2 		$411K Buy
4,162
+153
+4% +$15.6K 0.1% 195
2022
Q1 		$377K Buy
4,009
+529
+15% +$52.9K 0.07% 257
2021
Q4 		$331K Sell
3,480
-1,029
-23% -$96.2K 0.06% 295
2021
Q3 		$427K Buy
4,509
+123
+3% +$12.4K 0.09% 209
2021
Q2 		$435K Buy
4,386
+422
+11% +$40.5K 0.09% 210
2021
Q1 		$352K Sell
3,964
-289
-7% -$24.5K 0.08% 223
2020
Q4 		$352K Buy
4,253
+3
+0.1% +$234 0.09% 214
2020
Q3 		$0 Buy
4,250
+1,269
+43% +$97.9K ﹤0.01% 286
2020
Q2 		$209K Buy
2,981
+187
+7% +$13.6K 0.06% 283
2020
Q1 		$204K Sell
2,794
-4,536
-62% -$373K 0.07% 239
2019
Q4 		$621K Buy
7,330
+4,102
+127% +$338K 0.18% 120
2019
Q3 		$245K Buy
+3,228
New +$256K 0.1% 235

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

Personal CFO Solutions's PM Position: Q1 2026 in Review

Personal CFO Solutions increased its Philip Morris (PM) stake by 3.3% in Q1 2026, buying an estimated $83.8K and bringing the position to 15,171 shares worth $2.53M. The position accounts for 0.36% of the portfolio, ranked #44.

Personal CFO Solutions first reported a position in PM in Q3 2019 and has held it in 27 quarters since. 2,852 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Personal CFO Solutions held 15,171 shares of Philip Morris worth $2.53M as of Q1 2026.
  • Personal CFO Solutions bought 482 Philip Morris shares in Q1 2026, an estimated $83.8K.
  • Philip Morris made up 0.36% of Personal CFO Solutions's portfolio in Q1 2026, its #44 holding.
  • Personal CFO Solutions first reported a position in Philip Morris in Q3 2019 and has held it in 27 quarters since.
  • 2,852 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.