Strategic Financial Concepts’s Philip Morris PM Stock Holding History

Strategic Financial Concepts’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	–	Sell	-1,256	Closed	-$208K	–	292
2026 Q1	$208K	Buy	+1,256	New	+$218K	0.05%	278
2025 Q4	–	Sell	-3,289	Closed	-$534K	–	248
2025 Q3	$534K	Sell	3,289 -20	-0.6%	-$3.37K	0.08%	131
2025 Q2	$603K	Buy	3,309 +2,020	+157%	+$347K	0.08%	128
2025 Q1	$205K	Buy	+1,289	New	+$183K	0.04%	317
2024 Q3	–	Sell	-24,483	Closed	-$108K	–	581
2024 Q2	$108K	Buy	+24,483	New	+$2.39M	0.06%	174

Other funds holding PM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Strategic Financial Concepts's PM Position: Q2 2026 in Review

Strategic Financial Concepts sold out of Philip Morris (PM) in Q2 2026, closing a stake of 1,256 shares — an estimated $208K sold.

Strategic Financial Concepts first reported a position in PM in Q2 2024 and held it in 5 quarters. The position peaked at $603K in Q2 2025. 2,926 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Strategic Financial Concepts reported no remaining Philip Morris position as of Q2 2026 after selling out during the quarter.
Strategic Financial Concepts sold 1,256 Philip Morris shares in Q2 2026, an estimated $208K.
Strategic Financial Concepts first reported a position in Philip Morris in Q2 2024 and held it in 5 quarters.
Strategic Financial Concepts's Philip Morris position peaked at $603K in Q2 2025.
2,926 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Strategic Financial Concepts's 13F filing for Q2 2026, filed 28 Jul 2026.