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Resurgent Financial Advisors’s Philip Morris PM Stock Holding History

Resurgent Financial Advisors’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 		$254K Buy
1,535
+12
+0.8% +$2.08K 0.09% 220
2025
Q4 		$244K Buy
1,523
+54
+4% +$8.37K 0.12% 186
2025
Q3 		$238K Sell
1,469
-586
-29% -$98.6K 0.12% 190
2025
Q2 		$374K Sell
2,055
-52
-2% -$8.93K 0.21% 130
2025
Q1 		$334K Sell
2,107
-5
-0.2% -$708 0.2% 132
2024
Q4 		$254K Buy
2,112
+5
+0.2% +$631 0.15% 151
2024
Q3 		$256K Sell
2,107
-82
-4% -$9.53K 0.15% 151
2024
Q2 		$222K Sell
2,189
-59
-3% -$5.77K 0.14% 162
2024
Q1 		$206K Sell
2,248
-5
-0.2% -$461 0.11% 180
2023
Q4 		$212K Sell
2,253
-37
-2% -$3.41K 0.13% 160
2023
Q3 		$212K Buy
2,290
+29
+1% +$2.79K 0.14% 141
2023
Q2 		$221K Sell
2,261
-163
-7% -$15.6K 0.15% 129
2023
Q1 		$236K Sell
2,424
-1,437
-37% -$143K 0.16% 129
2022
Q4 		$391K Buy
3,861
+160
+4% +$15.1K 0.21% 113
2022
Q3 		$307K Buy
3,701
+244
+7% +$23.3K 0.21% 136
2022
Q2 		$341K Buy
+3,457
New +$352K 0.22% 122

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 $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Resurgent Financial Advisors's PM Position: Q1 2026 in Review

Resurgent Financial Advisors increased its Philip Morris (PM) stake by 0.79% in Q1 2026, buying an estimated $2.08K and bringing the position to 1,535 shares worth $254K. The position accounts for 0.09% of the portfolio, ranked #220.

Resurgent Financial Advisors first reported a position in PM in Q2 2022 and has held it in 16 quarters since. The position peaked at $391K in Q4 2022. 2,854 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Resurgent Financial Advisors held 1,535 shares of Philip Morris worth $254K as of Q1 2026.
  • Resurgent Financial Advisors bought 12 Philip Morris shares in Q1 2026, an estimated $2.08K.
  • Philip Morris made up 0.09% of Resurgent Financial Advisors's portfolio in Q1 2026, its #220 holding.
  • Resurgent Financial Advisors first reported a position in Philip Morris in Q2 2022 and has held it in 16 quarters since.
  • Resurgent Financial Advisors's Philip Morris position peaked at $391K in Q4 2022.
  • 2,854 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Resurgent Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.