Pine Grove Financial Group
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Pine Grove Financial Group’s Philip Morris PM Stock Holding History

Pine Grove Financial Group’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
Q3 		$235K Sell
1,232
-402
-25% -$76K 0.02% 198
2026
Q2 		$296K Buy
+1,634
New +$283K 0.03% 172

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Capital International Investors
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JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
State Street
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return

Pine Grove Financial Group's PM Position: Q3 2026 in Review

Pine Grove Financial Group reduced its Philip Morris (PM) stake by 25% in Q3 2026, selling an estimated $76K and leaving 1,232 shares worth $235K. The position accounts for 0.02% of the portfolio, ranked #198.

Pine Grove Financial Group first reported a position in PM in Q2 2026 and has held it in 2 quarters since. The position peaked at $296K in Q2 2026. 2,321 funds tracked by Wall St. Rank hold PM as of Q3 2026.

  • Pine Grove Financial Group held 1,232 shares of Philip Morris worth $235K as of Q3 2026.
  • Pine Grove Financial Group sold 402 Philip Morris shares in Q3 2026, an estimated $76K.
  • Philip Morris made up 0.02% of Pine Grove Financial Group's portfolio in Q3 2026, its #198 holding.
  • Pine Grove Financial Group first reported a position in Philip Morris in Q2 2026 and has held it in 2 quarters since.
  • Pine Grove Financial Group's Philip Morris position peaked at $296K in Q2 2026.
  • 2,321 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on Pine Grove Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.