SFA
PM icon

Souders Financial Advisors’s Philip Morris PM Stock Holding History

Souders Financial Advisors’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 		$2.42M Buy
13,400
+521
+4% +$90.4K 0.24% 55
2026
Q1 		$2.13M Buy
12,879
+2,400
+23% +$417K 0.24% 57
2025
Q4 		$1.68M Buy
10,479
+1,664
+19% +$258K 0.19% 68
2025
Q3 		$1.43M Buy
8,815
+654
+8% +$110K 0.17% 71
2025
Q2 		$1.49M Sell
8,161
-712
-8% -$122K 0.19% 68
2025
Q1 		$1.41M Buy
8,873
+1,846
+26% +$261K 0.2% 73
2024
Q4 		$846K Buy
7,027
+1,077
+18% +$136K 0.12% 107
2024
Q3 		$722K Buy
5,950
+8
+0.1% +$930 0.1% 112
2024
Q2 		$602K Buy
5,942
+514
+9% +$50.3K 0.09% 114
2024
Q1 		$497K Sell
5,428
-79
-1% -$7.29K 0.08% 120
2023
Q4 		$518K Sell
5,507
-57
-1% -$5.25K 0.09% 118
2023
Q3 		$515K Sell
5,564
-14
-0.3% -$1.35K 0.1% 116
2023
Q2 		$545K Sell
5,578
-5
-0.1% -$478 0.1% 115
2023
Q1 		$543K Sell
5,583
-28
-0.5% -$2.79K 0.12% 109
2022
Q4 		$568K Buy
5,611
+319
+6% +$30.1K 0.13% 102
2022
Q3 		$439K Sell
5,292
-17
-0.3% -$1.62K 0.12% 115
2022
Q2 		$524K Buy
5,309
+205
+4% +$20.9K 0.15% 97
2022
Q1 		$480K Sell
5,104
-875
-15% -$87.5K 0.14% 106
2021
Q4 		$568K Buy
5,979
+58
+1% +$5.42K 0.16% 98
2021
Q3 		$561K Sell
5,921
-1
-0% -$101 0.18% 98
2021
Q2 		$587K Buy
5,922
+6
+0.1% +$576 0.2% 90
2021
Q1 		$525K Sell
5,916
-1,118
-16% -$94.9K 0.21% 82
2020
Q4 		$582K Hold
7,034
– – 0.25% 77
2020
Q3 		$526K Buy
7,034
+246
+4% +$19K 0.25% 75
2020
Q2 		$476K Sell
6,788
-399
-6% -$29.1K 0.27% 73
2020
Q1 		$524K Buy
+7,187
New +$591K 0.46% 53

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

Souders Financial Advisors's PM Position: Q2 2026 in Review

Souders Financial Advisors increased its Philip Morris (PM) stake by 4% in Q2 2026, buying an estimated $90.4K and bringing the position to 13,400 shares worth $2.42M. The position accounts for 0.24% of the portfolio, ranked #55.

Souders Financial Advisors first reported a position in PM in Q1 2020 and has held it in 26 quarters since. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Souders Financial Advisors held 13,400 shares of Philip Morris worth $2.42M as of Q2 2026.
  • Souders Financial Advisors bought 521 Philip Morris shares in Q2 2026, an estimated $90.4K.
  • Philip Morris made up 0.24% of Souders Financial Advisors's portfolio in Q2 2026, its #55 holding.
  • Souders Financial Advisors first reported a position in Philip Morris in Q1 2020 and has held it in 26 quarters since.
  • 2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Souders Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.