Retirement Planning Group (Kansas)’s Philip Morris PM Stock Holding History

Retirement Planning Group (Kansas)’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	$4.88M	Sell	29,532 -396	-1%	-$68.8K	0.15%	64
2025 Q4	$4.8M	Sell	29,928 -3,755	-11%	-$582K	0.16%	58
2025 Q3	$5.46M	Buy	33,683 +23,472	+230%	+$3.95M	0.19%	52
2025 Q2	$1.86M	Buy	10,211 +8,516	+502%	+$1.46M	0.08%	94
2025 Q1	$269K	Buy	+1,695	New	+$240K	0.01%	262

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

Retirement Planning Group (Kansas)'s PM Position: Q1 2026 in Review

Retirement Planning Group (Kansas) reduced its Philip Morris (PM) stake by 1.3% in Q1 2026, selling an estimated $68.8K and leaving 29,532 shares worth $4.88M. The position accounts for 0.15% of the portfolio, ranked #64.

Retirement Planning Group (Kansas) first reported a position in PM in Q1 2025 and has held it in 5 quarters since. The position peaked at $5.46M in Q3 2025. 2,856 funds tracked by Wall St. Rank hold PM as of Q1 2026.

Retirement Planning Group (Kansas) held 29,532 shares of Philip Morris worth $4.88M as of Q1 2026.
Retirement Planning Group (Kansas) sold 396 Philip Morris shares in Q1 2026, an estimated $68.8K.
Philip Morris made up 0.15% of Retirement Planning Group (Kansas)'s portfolio in Q1 2026, its #64 holding.
Retirement Planning Group (Kansas) first reported a position in Philip Morris in Q1 2025 and has held it in 5 quarters since.
Retirement Planning Group (Kansas)'s Philip Morris position peaked at $5.46M in Q3 2025.
2,856 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q1 2026, filed 4 May 2026.