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Security Financial Services’s Philip Morris PM Stock Holding History

Security Financial Services’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 		$527K Buy
2,914
+101
+4% +$17.5K 0.07% 134
2026
Q1 		$465K Sell
2,813
-132
-4% -$22.9K 0.07% 135
2025
Q4 		$472K Buy
2,945
+141
+5% +$21.8K 0.07% 134
2025
Q3 		$455K Buy
2,804
+253
+10% +$42.6K 0.07% 130
2025
Q2 		$465K Buy
2,551
+268
+12% +$46K 0.08% 117
2025
Q1 		$362K Buy
2,283
+139
+6% +$19.7K 0.07% 122
2024
Q4 		$258K Buy
2,144
+210
+11% +$26.5K 0.05% 153
2024
Q3 		$235K Buy
+1,934
New +$225K 0.05% 158

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

Security Financial Services's PM Position: Q2 2026 in Review

Security Financial Services increased its Philip Morris (PM) stake by 3.6% in Q2 2026, buying an estimated $17.5K and bringing the position to 2,914 shares worth $527K. The position accounts for 0.07% of the portfolio, ranked #134.

Security Financial Services first reported a position in PM in Q3 2024 and has held it in 8 quarters since. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Security Financial Services held 2,914 shares of Philip Morris worth $527K as of Q2 2026.
  • Security Financial Services bought 101 Philip Morris shares in Q2 2026, an estimated $17.5K.
  • Philip Morris made up 0.07% of Security Financial Services's portfolio in Q2 2026, its #134 holding.
  • Security Financial Services first reported a position in Philip Morris in Q3 2024 and has held it in 8 quarters since.
  • 2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Security Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.