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 Q2	$634K	Sell	3,505 -173	-5%	-$30K	0.02%	162
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 $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

Root Financial Partners's PM Position: Q2 2026 in Review

Root Financial Partners reduced its Philip Morris (PM) stake by 4.7% in Q2 2026, selling an estimated $30K and leaving 3,505 shares worth $634K. The position accounts for 0.02% of the portfolio, ranked #162.

Root Financial Partners first reported a position in PM in Q2 2025 and has held it in 5 quarters since. 2,928 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Root Financial Partners held 3,505 shares of Philip Morris worth $634K as of Q2 2026.
Root Financial Partners sold 173 Philip Morris shares in Q2 2026, an estimated $30K.
Philip Morris made up 0.02% of Root Financial Partners's portfolio in Q2 2026, its #162 holding.
Root Financial Partners first reported a position in Philip Morris in Q2 2025 and has held it in 5 quarters since.
2,928 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.