RFP Financial Group’s Philip Morris PM Stock Holding History

RFP Financial Group’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	$1.04M	Hold	5,748	–	–	0.47%	26
2026 Q1	$950K	Sell	5,748 -16	-0.3%	-$2.78K	0.52%	28
2025 Q4	$925K	Sell	5,764 -335	-5%	-$51.9K	0.44%	27
2025 Q3	$978K	Sell	6,099 -1	-0%	-$168	0.4%	40
2025 Q2	$1.11M	Hold	6,100	–	–	0.46%	36
2025 Q1	$968K	Buy	6,100 +17	+0.3%	+$2.41K	0.39%	42
2024 Q4	$732K	Sell	6,083 -5,975	-50%	-$754K	0.28%	53
2024 Q3	$1.46M	Buy	12,058 +7,122	+144%	+$827K	0.48%	34
2024 Q2	$500K	Sell	4,936 -180	-4%	-$17.6K	0.19%	64
2024 Q1	$469K	Sell	5,116 -114	-2%	-$10.5K	0.18%	62
2023 Q4	$492K	Buy	5,230 +29	+0.6%	+$2.67K	0.2%	60
2023 Q3	$482K	Sell	5,201 -160	-3%	-$15.4K	0.21%	57
2023 Q2	$523K	Buy	5,361 +5,172	+2,737%	+$494K	0.21%	57
2023 Q1	$18.4K	Sell	189 -5,171	-96%	-$515K	0.02%	206
2022 Q4	$542K	Buy	+5,360	New	+$506K	0.24%	53

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 $3.38T AUM 44.17% 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

RFP Financial Group's PM Position: Q2 2026 in Review

RFP Financial Group held its Philip Morris (PM) position steady in Q2 2026 at 5,748 shares worth $1.04M. The position accounts for 0.47% of the portfolio, ranked #26.

RFP Financial Group first reported a position in PM in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.46M in Q3 2024. 2,937 funds tracked by Wall St. Rank hold PM as of Q2 2026.

RFP Financial Group held 5,748 shares of Philip Morris worth $1.04M as of Q2 2026.
RFP Financial Group left its Philip Morris share count unchanged in Q2 2026.
Philip Morris made up 0.47% of RFP Financial Group's portfolio in Q2 2026, its #26 holding.
RFP Financial Group first reported a position in Philip Morris in Q4 2022 and has held it in 15 quarters since.
RFP Financial Group's Philip Morris position peaked at $1.46M in Q3 2024.
2,937 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on RFP Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.