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 Q2	$303K	Buy	1,660 +4	+0.2%	+$694	0.16%	80
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 $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 (New York)'s PM Position: Q2 2026 in Review

Retirement Planning Group (New York) increased its Philip Morris (PM) stake by 0.24% in Q2 2026, buying an estimated $694 and bringing the position to 1,660 shares worth $303K. The position accounts for 0.16% of the portfolio, ranked #80.

Retirement Planning Group (New York) first reported a position in PM in Q1 2025 and has held it in 6 quarters since. 2,927 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Retirement Planning Group (New York) held 1,660 shares of Philip Morris worth $303K as of Q2 2026.
Retirement Planning Group (New York) bought 4 Philip Morris shares in Q2 2026, an estimated $694.
Philip Morris made up 0.16% of Retirement Planning Group (New York)'s portfolio in Q2 2026, its #80 holding.
Retirement Planning Group (New York) first reported a position in Philip Morris in Q1 2025 and has held it in 6 quarters since.
2,927 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Retirement Planning Group (New York)'s 13F filing for Q2 2026, filed 7 Aug 2026.