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

Stonebridge Financial Group (Pennsylvania)’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 		$2.01M Buy
11,134
+48
+0.4% +$8.32K 0.15% 104
2026
Q1 		$1.83M Buy
11,086
+8,323
+301% +$1.45M 0.15% 104
2025
Q4 		$443K Buy
2,763
+60
+2% +$9.3K 0.04% 178
2025
Q3 		$438K Buy
2,703
+218
+9% +$36.7K 0.04% 169
2025
Q2 		$453K Sell
2,485
-49
-2% -$8.41K 0.04% 160
2025
Q1 		$402K Buy
2,534
+37
+1% +$5.24K 0.04% 159
2024
Q4 		$301K Buy
+2,497
New +$315K 0.03% 188

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
VCM
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
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Stonebridge Financial Group (Pennsylvania) increased its Philip Morris (PM) stake by 0.43% in Q2 2026, buying an estimated $8.32K and bringing the position to 11,134 shares worth $2.01M. The position accounts for 0.15% of the portfolio, ranked #104.

Stonebridge Financial Group (Pennsylvania) first reported a position in PM in Q4 2024 and has held it in 7 quarters since. 2,541 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Stonebridge Financial Group (Pennsylvania) held 11,134 shares of Philip Morris worth $2.01M as of Q2 2026.
  • Stonebridge Financial Group (Pennsylvania) bought 48 Philip Morris shares in Q2 2026, an estimated $8.32K.
  • Philip Morris made up 0.15% of Stonebridge Financial Group (Pennsylvania)'s portfolio in Q2 2026, its #104 holding.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in Philip Morris in Q4 2024 and has held it in 7 quarters since.
  • 2,541 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2026, filed 6 Jul 2026.