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Stonebridge Financial Group (Missouri)’s Philip Morris PM Stock Holding History

Stonebridge Financial Group (Missouri)’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 		$506K Sell
2,795
-213
-7% -$36.9K 0.34% 74
2026
Q1 		$497K Buy
3,008
+73
+2% +$12.7K 0.42% 59
2025
Q4 		$471K Buy
+2,935
New +$455K 0.41% 60

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Vanguard Capital Management
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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

Stonebridge Financial Group (Missouri)'s PM Position: Q2 2026 in Review

Stonebridge Financial Group (Missouri) reduced its Philip Morris (PM) stake by 7.1% in Q2 2026, selling an estimated $36.9K and leaving 2,795 shares worth $506K. The position accounts for 0.34% of the portfolio, ranked #74.

Stonebridge Financial Group (Missouri) first reported a position in PM in Q4 2025 and has held it in 3 quarters since. 2,921 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Stonebridge Financial Group (Missouri) held 2,795 shares of Philip Morris worth $506K as of Q2 2026.
  • Stonebridge Financial Group (Missouri) sold 213 Philip Morris shares in Q2 2026, an estimated $36.9K.
  • Philip Morris made up 0.34% of Stonebridge Financial Group (Missouri)'s portfolio in Q2 2026, its #74 holding.
  • Stonebridge Financial Group (Missouri) first reported a position in Philip Morris in Q4 2025 and has held it in 3 quarters since.
  • 2,921 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Stonebridge Financial Group (Missouri)'s 13F filing for Q2 2026, filed 24 Jul 2026.