SOS
PM icon

Silver Oak Securities’s Philip Morris PM Stock Holding History

Silver Oak Securities’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 		$1.07M Buy
5,922
+742
+14% +$129K 0.07% 281
2026
Q1 		$857K Buy
5,180
+474
+10% +$82.4K 0.06% 296
2025
Q4 		$762K Buy
4,706
+298
+7% +$46.2K 0.05% 342
2025
Q3 		$715K Buy
4,408
+3,168
+255% +$533K 0.05% 347
2025
Q2 		$226K Buy
1,240
+153
+14% +$26.3K 0.02% 622
2025
Q1 		$169K Buy
+1,087
New +$154K 0.02% 606

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

Silver Oak Securities's PM Position: Q2 2026 in Review

Silver Oak Securities increased its Philip Morris (PM) stake by 14% in Q2 2026, buying an estimated $129K and bringing the position to 5,922 shares worth $1.07M. The position accounts for 0.07% of the portfolio, ranked #281.

Silver Oak Securities first reported a position in PM in Q1 2025 and has held it in 6 quarters since. 2,918 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Silver Oak Securities held 5,922 shares of Philip Morris worth $1.07M as of Q2 2026.
  • Silver Oak Securities bought 742 Philip Morris shares in Q2 2026, an estimated $129K.
  • Philip Morris made up 0.07% of Silver Oak Securities's portfolio in Q2 2026, its #281 holding.
  • Silver Oak Securities first reported a position in Philip Morris in Q1 2025 and has held it in 6 quarters since.
  • 2,918 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.