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 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 $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

RFP Financial Group's PM Position: Q1 2026 in Review

RFP Financial Group reduced its Philip Morris (PM) stake by 0.28% in Q1 2026, selling an estimated $2.78K and leaving 5,748 shares worth $950K. The position accounts for 0.52% of the portfolio, ranked #28.

RFP Financial Group first reported a position in PM in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.46M in Q3 2024. 2,853 funds tracked by Wall St. Rank hold PM as of Q1 2026.

RFP Financial Group held 5,748 shares of Philip Morris worth $950K as of Q1 2026.
RFP Financial Group sold 16 Philip Morris shares in Q1 2026, an estimated $2.78K.
Philip Morris made up 0.52% of RFP Financial Group's portfolio in Q1 2026, its #28 holding.
RFP Financial Group first reported a position in Philip Morris in Q4 2022 and has held it in 14 quarters since.
RFP Financial Group's Philip Morris position peaked at $1.46M in Q3 2024.
2,853 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on RFP Financial Group's 13F filing for Q1 2026, filed 13 May 2026.