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Rollins Financial Advisors’s Philip Morris PM Stock Holding History

Rollins Financial Advisors’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 		$231K Buy
1,278
+2
+0.2% +$347 0.03% 159
2026
Q1 		$211K Buy
1,276
+2
+0.2% +$348 0.03% 156
2025
Q4 		$204K Sell
1,274
-48
-4% -$7.44K 0.03% 148
2025
Q3 		$214K Buy
1,322
+52
+4% +$8.75K 0.03% 140
2025
Q2 		$231K Buy
1,270
+2
+0.2% +$343 0.04% 126
2025
Q1 		$201K Buy
+1,268
New +$180K 0.04% 124

Other funds holding PM

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Rollins Financial Advisors's PM Position: Q2 2026 in Review

Rollins Financial Advisors increased its Philip Morris (PM) stake by 0.16% in Q2 2026, buying an estimated $347 and bringing the position to 1,278 shares worth $231K. The position accounts for 0.03% of the portfolio, ranked #159.

Rollins Financial Advisors first reported a position in PM in Q1 2025 and has held it in 6 quarters since. The position peaked at $231K in Q2 2025. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Rollins Financial Advisors held 1,278 shares of Philip Morris worth $231K as of Q2 2026.
  • Rollins Financial Advisors bought 2 Philip Morris shares in Q2 2026, an estimated $347.
  • Philip Morris made up 0.03% of Rollins Financial Advisors's portfolio in Q2 2026, its #159 holding.
  • Rollins Financial Advisors first reported a position in Philip Morris in Q1 2025 and has held it in 6 quarters since.
  • Rollins Financial Advisors's Philip Morris position peaked at $231K in Q2 2025.
  • 2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Rollins Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.