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Phoenix Financial’s Philip Morris PM Stock Holding History

Phoenix Financial’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 		$4.14M Sell
24,627
-12,820
-34% -$2.23M 0.04% 133
2025
Q4 		$6.01M Buy
37,447
+5,118
+16% +$793K 0.07% 120
2025
Q3 		$5.24M Buy
32,329
+18,810
+139% +$3.16M 0.06% 128
2025
Q2 		$2.47M Sell
13,519
-6,259
-32% -$1.07M 0.03% 168
2025
Q1 		$3.15M Buy
19,778
+758
+4% +$107K 0.05% 153
2024
Q4 		$2.29M Buy
19,020
+3,437
+22% +$434K 0.03% 181
2024
Q3 		$1.9M Buy
15,583
+6,269
+67% +$728K 0.03% 189
2024
Q2 		$945K Buy
9,314
+1,027
+12% +$100K 0.01% 218
2024
Q1 		$757K Buy
+8,287
New +$764K 0.01% 241
2021
Q1 		– Sell
-12,455
Closed -$1.03M – 456
2020
Q4 		$1.03M Sell
12,455
-27,904
-69% -$2.17M 0.03% 222
2020
Q3 		$2.84M Sell
40,359
-4,432
-10% -$342K 0.12% 127
2020
Q2 		$2.99M Buy
44,791
+3,565
+9% +$260K 0.13% 128
2020
Q1 		$2.94M Sell
41,226
-470,252
-92% -$38.7M 0.15% 130
2019
Q4 		$43.8M Hold
511,478
– – 1.83% 5
2019
Q3 		$37.4M Buy
+511,478
New +$40.5M 1.77% 6

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 $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Phoenix Financial's PM Position: Q1 2026 in Review

Phoenix Financial reduced its Philip Morris (PM) stake by 34% in Q1 2026, selling an estimated $2.23M and leaving 24,627 shares worth $4.14M. The position accounts for 0.04% of the portfolio, ranked #133.

Phoenix Financial first reported a position in PM in Q3 2019 and has held it in 15 quarters since. The position peaked at $43.8M in Q4 2019. 2,861 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Phoenix Financial held 24,627 shares of Philip Morris worth $4.14M as of Q1 2026.
  • Phoenix Financial sold 12,820 Philip Morris shares in Q1 2026, an estimated $2.23M.
  • Philip Morris made up 0.04% of Phoenix Financial's portfolio in Q1 2026, its #133 holding.
  • Phoenix Financial first reported a position in Philip Morris in Q3 2019 and has held it in 15 quarters since.
  • Phoenix Financial's Philip Morris position peaked at $43.8M in Q4 2019.
  • 2,861 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.