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 Q2	$5.03M	Sell	27,785 -1,747	-6%	-$303K	0.13%	77
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 $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Retirement Planning Group (Kansas)'s PM Position: Q2 2026 in Review

Retirement Planning Group (Kansas) reduced its Philip Morris (PM) stake by 5.9% in Q2 2026, selling an estimated $303K and leaving 27,785 shares worth $5.03M. The position accounts for 0.13% of the portfolio, ranked #77.

Retirement Planning Group (Kansas) first reported a position in PM in Q1 2025 and has held it in 6 quarters since. The position peaked at $5.46M in Q3 2025. 2,931 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Retirement Planning Group (Kansas) held 27,785 shares of Philip Morris worth $5.03M as of Q2 2026.
Retirement Planning Group (Kansas) sold 1,747 Philip Morris shares in Q2 2026, an estimated $303K.
Philip Morris made up 0.13% of Retirement Planning Group (Kansas)'s portfolio in Q2 2026, its #77 holding.
Retirement Planning Group (Kansas) first reported a position in Philip Morris in Q1 2025 and has held it in 6 quarters since.
Retirement Planning Group (Kansas)'s Philip Morris position peaked at $5.46M in Q3 2025.
2,931 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q2 2026, filed 5 Aug 2026.