Phillips Financial Management’s Philip Morris PM Stock Holding History

Phillips Financial Management’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	$258K	Buy	+1,428	New	+$248K	0.02%	174

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 $3.37T AUM 44.26% 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

Phillips Financial Management's PM Position: Q2 2026 in Review

Phillips Financial Management opened a new position in Philip Morris (PM) in Q2 2026: 1,428 shares worth $258K. The stake represents 0.02% of the portfolio and ranks #174 among its holdings.

2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Phillips Financial Management held 1,428 shares of Philip Morris worth $258K as of Q2 2026.
Philip Morris was a new Phillips Financial Management position in Q2 2026.
Philip Morris made up 0.02% of Phillips Financial Management's portfolio in Q2 2026, its #174 holding.
2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Phillips Financial Management's 13F filing for Q2 2026, filed 3 Aug 2026.