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Shum Financial Group’s Philip Morris PM Stock Holding History

Shum 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 		$942K Buy
5,208
+53
+1% +$9.19K 0.57% 44
2026
Q1 		$852K Sell
5,155
-77
-1% -$13.4K 0.6% 44
2025
Q4 		$839K Sell
5,232
-95
-2% -$14.7K 0.6% 47
2025
Q3 		$864K Buy
+5,327
New +$896K 0.64% 45
2025
Q1 		$918K Buy
5,783
+6
+0.1% +$850 0.79% 42
2024
Q4 		$700K Sell
5,777
-70
-1% -$8.83K 0.6% 53
2024
Q3 		$773K Buy
+5,847
New +$679K 0.64% 51

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Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

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

Shum Financial Group increased its Philip Morris (PM) stake by 1% in Q2 2026, buying an estimated $9.19K and bringing the position to 5,208 shares worth $942K. The position accounts for 0.57% of the portfolio, ranked #44.

Shum Financial Group first reported a position in PM in Q3 2024 and has held it in 7 quarters since. 1,788 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Shum Financial Group held 5,208 shares of Philip Morris worth $942K as of Q2 2026.
  • Shum Financial Group bought 53 Philip Morris shares in Q2 2026, an estimated $9.19K.
  • Philip Morris made up 0.57% of Shum Financial Group's portfolio in Q2 2026, its #44 holding.
  • Shum Financial Group first reported a position in Philip Morris in Q3 2024 and has held it in 7 quarters since.
  • 1,788 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Shum Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.