Root Financial Partners’s Philip Morris PM Stock Holding History

Root Financial Partners’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	$608K	Buy	3,678 +512	+16%	+$89K	0.03%	146
2025 Q4	$508K	Buy	3,166 +16	+0.5%	+$2.48K	0.03%	157
2025 Q3	$511K	Buy	3,150 +1,784	+131%	+$300K	0.03%	142
2025 Q2	$249K	Buy	+1,366	New	+$235K	0.02%	209

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

Root Financial Partners's PM Position: Q1 2026 in Review

Root Financial Partners increased its Philip Morris (PM) stake by 16% in Q1 2026, buying an estimated $89K and bringing the position to 3,678 shares worth $608K. The position accounts for 0.03% of the portfolio, ranked #146.

Root Financial Partners first reported a position in PM in Q2 2025 and has held it in 4 quarters since. 2,855 funds tracked by Wall St. Rank hold PM as of Q1 2026.

Root Financial Partners held 3,678 shares of Philip Morris worth $608K as of Q1 2026.
Root Financial Partners bought 512 Philip Morris shares in Q1 2026, an estimated $89K.
Philip Morris made up 0.03% of Root Financial Partners's portfolio in Q1 2026, its #146 holding.
Root Financial Partners first reported a position in Philip Morris in Q2 2025 and has held it in 4 quarters since.
2,855 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.