Plan Group Financial’s Philip Morris PM Stock Holding History

Plan Group 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	$3.77M	Buy	22,777 +905	+4%	+$157K	0.88%	35
2025 Q4	$3.51M	Sell	21,872 -63	-0.3%	-$9.76K	0.91%	35
2025 Q3	$3.56M	Buy	21,935 +1,674	+8%	+$282K	0.96%	33
2025 Q2	$3.69M	Buy	20,261 +1,842	+10%	+$316K	1.21%	24
2025 Q1	$2.92M	Buy	18,419 +5,715	+45%	+$810K	1.04%	26
2024 Q4	$1.53M	Buy	12,704 +978	+8%	+$123K	0.81%	23
2024 Q3	$1.42M	Buy	11,726 +2,028	+21%	+$236K	0.75%	25
2024 Q2	$983K	Buy	9,698 +4,623	+91%	+$452K	0.6%	34
2024 Q1	$465K	Buy	5,075 +2,121	+72%	+$196K	0.31%	53
2023 Q4	$278K	Buy	2,954 +206	+7%	+$19K	0.24%	56
2023 Q3	$254K	Buy	+2,748	New	+$264K	0.18%	59
2022 Q2	$202K	Buy	+2,050	New	+$209K	0.35%	53

Other funds holding PM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Plan Group Financial's PM Position: Q1 2026 in Review

Plan Group Financial increased its Philip Morris (PM) stake by 4.1% in Q1 2026, buying an estimated $157K and bringing the position to 22,777 shares worth $3.77M. The position accounts for 0.88% of the portfolio, ranked #35.

Plan Group Financial first reported a position in PM in Q2 2022 and has held it in 12 quarters since. 2,854 funds tracked by Wall St. Rank hold PM as of Q1 2026.

Plan Group Financial held 22,777 shares of Philip Morris worth $3.77M as of Q1 2026.
Plan Group Financial bought 905 Philip Morris shares in Q1 2026, an estimated $157K.
Philip Morris made up 0.88% of Plan Group Financial's portfolio in Q1 2026, its #35 holding.
Plan Group Financial first reported a position in Philip Morris in Q2 2022 and has held it in 12 quarters since.
2,854 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Plan Group Financial's 13F filing for Q1 2026, filed 13 Apr 2026.