PI
PM icon

PFG Investments’s Philip Morris PM Stock Holding History

PFG Investments’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 		$5.48M Sell
30,272
-669
-2% -$116K 0.21% 93
2026
Q1 		$5.12M Buy
30,941
+273
+0.9% +$47.4K 0.24% 79
2025
Q4 		$4.92M Sell
30,668
-74
-0.2% -$11.5K 0.23% 77
2025
Q3 		$4.99M Buy
30,742
+1,329
+5% +$224K 0.26% 66
2025
Q2 		$5.36M Buy
29,413
+360
+1% +$61.8K 0.31% 64
2025
Q1 		$4.61M Sell
29,053
-337
-1% -$47.7K 0.3% 67
2024
Q4 		$3.54M Buy
29,390
+357
+1% +$45K 0.22% 82
2024
Q3 		$3.52M Buy
29,033
+5
+0% +$581 0.23% 78
2024
Q2 		$2.94M Buy
29,028
+5,250
+22% +$513K 0.21% 87
2024
Q1 		$2.18M Buy
23,778
+17,827
+300% +$1.64M 0.13% 173
2023
Q4 		$560K Buy
5,951
+109
+2% +$10K 0.1% 221
2023
Q3 		$541K Sell
5,842
-70
-1% -$6.74K 0.1% 214
2023
Q2 		$577K Sell
5,912
-371
-6% -$35.4K 0.1% 214
2023
Q1 		$611K Buy
+6,283
New +$626K 0.12% 188

Other funds holding PM

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

PFG Investments's PM Position: Q2 2026 in Review

PFG Investments reduced its Philip Morris (PM) stake by 2.2% in Q2 2026, selling an estimated $116K and leaving 30,272 shares worth $5.48M. The position accounts for 0.21% of the portfolio, ranked #93.

PFG Investments first reported a position in PM in Q1 2023 and has held it in 14 quarters since. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • PFG Investments held 30,272 shares of Philip Morris worth $5.48M as of Q2 2026.
  • PFG Investments sold 669 Philip Morris shares in Q2 2026, an estimated $116K.
  • Philip Morris made up 0.21% of PFG Investments's portfolio in Q2 2026, its #93 holding.
  • PFG Investments first reported a position in Philip Morris in Q1 2023 and has held it in 14 quarters since.
  • 2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.