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Principal Securities’s Philip Morris PM Stock Holding History

Principal Securities’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 		$16.1M Buy
88,956
+6,772
+8% +$1.17M 0.19% 97
2026
Q1 		$13.6M Buy
82,184
+6,122
+8% +$1.06M 0.2% 98
2025
Q4 		$12.2M Sell
76,062
-485
-0.6% -$75.1K 0.19% 101
2025
Q3 		$12.4M Buy
76,547
+2,420
+3% +$407K 0.2% 94
2025
Q2 		$13.5M Buy
74,127
+11,374
+18% +$1.95M 0.25% 76
2025
Q1 		$7.55M Hold
62,753
– – 0.17% 119
2024
Q4 		$7.55M Buy
62,753
+8,038
+15% +$1.01M 0.17% 118
2024
Q3 		$6.64M Buy
54,715
+4,022
+8% +$467K 0.16% 120
2024
Q2 		$5.14M Buy
50,693
+3,754
+8% +$367K 0.14% 136
2024
Q1 		$4.3M Sell
46,939
-3,661
-7% -$338K 0.13% 146
2023
Q4 		$4.76M Buy
+50,600
New +$4.66M 0.18% 116

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

Principal Securities's PM Position: Q2 2026 in Review

Principal Securities increased its Philip Morris (PM) stake by 8.2% in Q2 2026, buying an estimated $1.17M and bringing the position to 88,956 shares worth $16.1M. The position accounts for 0.19% of the portfolio, ranked #97.

Principal Securities first reported a position in PM in Q4 2023 and has held it in 11 quarters since. 2,927 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Principal Securities held 88,956 shares of Philip Morris worth $16.1M as of Q2 2026.
  • Principal Securities bought 6,772 Philip Morris shares in Q2 2026, an estimated $1.17M.
  • Philip Morris made up 0.19% of Principal Securities's portfolio in Q2 2026, its #97 holding.
  • Principal Securities first reported a position in Philip Morris in Q4 2023 and has held it in 11 quarters since.
  • 2,927 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.