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Stiles Financial Services’s Philip Morris PM Stock Holding History

Stiles Financial Services’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 		$274K Buy
1,513
+14
+0.9% +$2.43K 0.07% 153
2026
Q1 		$248K Sell
1,499
-1,379
-48% -$240K 0.08% 159
2025
Q4 		$462K Hold
2,878
– – 0.14% 121
2025
Q3 		$467K Hold
2,878
– – 0.15% 123
2025
Q2 		$524K Buy
+2,878
New +$494K 0.18% 112

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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

Stiles Financial Services's PM Position: Q2 2026 in Review

Stiles Financial Services increased its Philip Morris (PM) stake by 0.93% in Q2 2026, buying an estimated $2.43K and bringing the position to 1,513 shares worth $274K. The position accounts for 0.07% of the portfolio, ranked #153.

Stiles Financial Services first reported a position in PM in Q2 2025 and has held it in 5 quarters since. The position peaked at $524K in Q2 2025. 2,928 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Stiles Financial Services held 1,513 shares of Philip Morris worth $274K as of Q2 2026.
  • Stiles Financial Services bought 14 Philip Morris shares in Q2 2026, an estimated $2.43K.
  • Philip Morris made up 0.07% of Stiles Financial Services's portfolio in Q2 2026, its #153 holding.
  • Stiles Financial Services first reported a position in Philip Morris in Q2 2025 and has held it in 5 quarters since.
  • Stiles Financial Services's Philip Morris position peaked at $524K in Q2 2025.
  • 2,928 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Stiles Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.