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Sovereign Financial Group’s Philip Morris PM Stock Holding History

Sovereign 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 		$591K Sell
3,269
-23
-0.7% -$3.99K 0.09% 200
2026
Q1 		$544K Buy
3,292
+269
+9% +$46.7K 0.09% 193
2025
Q4 		$485K Sell
3,023
-62
-2% -$9.61K 0.08% 200
2025
Q3 		$500K Sell
3,085
-5
-0.2% -$841 0.09% 188
2025
Q2 		$563K Sell
3,090
-31
-1% -$5.32K 0.12% 159
2025
Q1 		$495K Sell
3,121
-80
-2% -$11.3K 0.11% 161
2024
Q4 		$385K Buy
3,201
+111
+4% +$14K 0.09% 205
2024
Q3 		$375K Sell
3,090
-233
-7% -$27.1K 0.09% 201
2024
Q2 		$337K Sell
3,323
-18
-0.5% -$1.76K 0.08% 202
2024
Q1 		$306K Sell
3,341
-1
-0% -$92 0.08% 213
2023
Q4 		$314K Sell
3,342
-2,110
-39% -$194K 0.1% 183
2023
Q3 		$505K Sell
5,452
-855
-14% -$82.3K 0.18% 120
2023
Q2 		$616K Buy
6,307
+1,600
+34% +$153K 0.2% 120
2023
Q1 		$458K Buy
4,707
+10
+0.2% +$997 0.17% 136
2022
Q4 		$475K Buy
4,697
+1,328
+39% +$125K 0.19% 127
2022
Q3 		$280K Buy
3,369
+240
+8% +$22.9K 0.11% 160
2022
Q2 		$309K Sell
3,129
-43
-1% -$4.38K 0.12% 153
2022
Q1 		$298K Buy
3,172
+759
+31% +$75.9K 0.11% 173
2021
Q4 		$229K Buy
+2,413
New +$226K 0.09% 184

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

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

Sovereign Financial Group reduced its Philip Morris (PM) stake by 0.7% in Q2 2026, selling an estimated $3.99K and leaving 3,269 shares worth $591K. The position accounts for 0.09% of the portfolio, ranked #200.

Sovereign Financial Group first reported a position in PM in Q4 2021 and has held it in 19 quarters since. The position peaked at $616K in Q2 2023. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Sovereign Financial Group held 3,269 shares of Philip Morris worth $591K as of Q2 2026.
  • Sovereign Financial Group sold 23 Philip Morris shares in Q2 2026, an estimated $3.99K.
  • Philip Morris made up 0.09% of Sovereign Financial Group's portfolio in Q2 2026, its #200 holding.
  • Sovereign Financial Group first reported a position in Philip Morris in Q4 2021 and has held it in 19 quarters since.
  • Sovereign Financial Group's Philip Morris position peaked at $616K in Q2 2023.
  • 2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Sovereign Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.