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Slagle Financial’s Philip Morris PM Stock Holding History

Slagle Financial’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 		$5.59M Buy
30,882
+8,401
+37% +$1.46M 1.67% 14
2026
Q1 		$3.72M Buy
22,481
+483
+2% +$83.9K 1.23% 31
2025
Q4 		$3.53M Buy
21,998
+163
+0.7% +$25.3K 1.23% 27
2025
Q3 		$3.54M Buy
21,835
+756
+4% +$127K 1.3% 23
2025
Q2 		$3.84M Sell
21,079
-11,606
-36% -$1.99M 1.55% 19
2025
Q1 		$5.19M Buy
32,685
+227
+0.7% +$32.2K 2.3% 13
2024
Q4 		$3.91M Buy
32,458
+3,228
+11% +$407K 1.76% 17
2024
Q3 		$3.55M Buy
29,230
+1,094
+4% +$127K 1.57% 20
2024
Q2 		$2.85M Buy
28,136
+1,866
+7% +$182K 1.46% 20
2024
Q1 		$2.41M Sell
26,270
-17,840
-40% -$1.65M 1.31% 25
2023
Q4 		$2.08M Buy
44,110
+22,312
+102% +$2.06M 1.19% 36
2023
Q3 		$2.02M Buy
21,798
+1,627
+8% +$157K 1.24% 29
2023
Q2 		$1.97M Buy
+20,171
New +$1.93M 1.23% 31

Other funds holding PM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Slagle Financial's PM Position: Q2 2026 in Review

Slagle Financial increased its Philip Morris (PM) stake by 37% in Q2 2026, buying an estimated $1.46M and bringing the position to 30,882 shares worth $5.59M. The position accounts for 1.67% of the portfolio, ranked #14.

Slagle Financial first reported a position in PM in Q2 2023 and has held it in 13 quarters since. 1,393 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Slagle Financial held 30,882 shares of Philip Morris worth $5.59M as of Q2 2026.
  • Slagle Financial bought 8,401 Philip Morris shares in Q2 2026, an estimated $1.46M.
  • Philip Morris made up 1.67% of Slagle Financial's portfolio in Q2 2026, its #14 holding.
  • Slagle Financial first reported a position in Philip Morris in Q2 2023 and has held it in 13 quarters since.
  • 1,393 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Slagle Financial's 13F filing for Q2 2026, filed 29 Jul 2026.