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Seamount Financial Group’s Philip Morris PM Stock Holding History

Seamount 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 		$212K Buy
+1,172
New +$203K 0.09% 137
2025
Q3 		– Sell
-1,102
Closed -$201K – 139
2025
Q2 		$201K Buy
+1,102
New +$189K 0.1% 128

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

Seamount Financial Group's PM Position: Q2 2026 in Review

Seamount Financial Group opened a new position in Philip Morris (PM) in Q2 2026: 1,172 shares worth $212K. The stake represents 0.09% of the portfolio and ranks #137 among its holdings. This is a return to the name: Seamount Financial Group previously reported a position in PM as recently as Q2 2025.

Seamount Financial Group first reported a position in PM in Q2 2025 and has held it in 2 quarters since. 2,927 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Seamount Financial Group held 1,172 shares of Philip Morris worth $212K as of Q2 2026.
  • Philip Morris was a new Seamount Financial Group position in Q2 2026.
  • Philip Morris made up 0.09% of Seamount Financial Group's portfolio in Q2 2026, its #137 holding.
  • Seamount Financial Group first reported a position in Philip Morris in Q2 2025 and has held it in 2 quarters since.
  • 2,927 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

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