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

Retirement Planning Group (New York)’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	$276K	Buy	1,656 +6	+0.4%	+$1.04K	0.18%	74
2025 Q4	$267K	Buy	1,650 +5	+0.3%	+$775	0.18%	76
2025 Q3	$267K	Buy	1,645 +4	+0.2%	+$673	0.2%	74
2025 Q2	$301K	Sell	1,641 -2	-0.1%	-$343	0.26%	60
2025 Q1	$261K	Buy	+1,643	New	+$233K	0.27%	62

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 (New York)'s PM Position: Q1 2026 in Review

Retirement Planning Group (New York) increased its Philip Morris (PM) stake by 0.36% in Q1 2026, buying an estimated $1.04K and bringing the position to 1,656 shares worth $276K. The position accounts for 0.18% of the portfolio, ranked #74.

Retirement Planning Group (New York) first reported a position in PM in Q1 2025 and has held it in 5 quarters since. The position peaked at $301K in Q2 2025. 2,855 funds tracked by Wall St. Rank hold PM as of Q1 2026.

Retirement Planning Group (New York) held 1,656 shares of Philip Morris worth $276K as of Q1 2026.
Retirement Planning Group (New York) bought 6 Philip Morris shares in Q1 2026, an estimated $1.04K.
Philip Morris made up 0.18% of Retirement Planning Group (New York)'s portfolio in Q1 2026, its #74 holding.
Retirement Planning Group (New York) first reported a position in Philip Morris in Q1 2025 and has held it in 5 quarters since.
Retirement Planning Group (New York)'s Philip Morris position peaked at $301K in Q2 2025.
2,855 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Retirement Planning Group (New York)'s 13F filing for Q1 2026, filed 21 Apr 2026.