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S Harris Financial Group’s Philip Morris PM Stock Holding History

S Harris 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 		$289K Buy
1,596
+16
+1% +$2.77K 0.22% 80
2026
Q1 		$261K Buy
1,580
+292
+23% +$50.7K 0.24% 78
2025
Q4 		$207K Buy
+1,288
New +$200K 0.2% 84

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

S Harris Financial Group's PM Position: Q2 2026 in Review

S Harris Financial Group increased its Philip Morris (PM) stake by 1% in Q2 2026, buying an estimated $2.77K and bringing the position to 1,596 shares worth $289K. The position accounts for 0.22% of the portfolio, ranked #80.

S Harris Financial Group first reported a position in PM in Q4 2025 and has held it in 3 quarters since. 2,913 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • S Harris Financial Group held 1,596 shares of Philip Morris worth $289K as of Q2 2026.
  • S Harris Financial Group bought 16 Philip Morris shares in Q2 2026, an estimated $2.77K.
  • Philip Morris made up 0.22% of S Harris Financial Group's portfolio in Q2 2026, its #80 holding.
  • S Harris Financial Group first reported a position in Philip Morris in Q4 2025 and has held it in 3 quarters since.
  • 2,913 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on S Harris Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.