SFC
PM icon

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
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
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Strategic Financial Concepts's PM Position: Q1 2026 in Review

Strategic Financial Concepts opened a new position in Philip Morris (PM) in Q1 2026: 1,256 shares worth $208K. The stake represents 0.05% of the portfolio and ranks #278 among its holdings. This is a return to the name: Strategic Financial Concepts previously reported a position in PM as recently as Q3 2025.

Strategic Financial Concepts first reported a position in PM in Q2 2024 and has held it in 5 quarters since. The position peaked at $603K in Q2 2025. 2,852 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Strategic Financial Concepts held 1,256 shares of Philip Morris worth $208K as of Q1 2026.
  • Philip Morris was a new Strategic Financial Concepts position in Q1 2026.
  • Philip Morris made up 0.05% of Strategic Financial Concepts's portfolio in Q1 2026, its #278 holding.
  • Strategic Financial Concepts first reported a position in Philip Morris in Q2 2024 and has held it in 5 quarters since.
  • Strategic Financial Concepts's Philip Morris position peaked at $603K in Q2 2025.
  • 2,852 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Strategic Financial Concepts's 13F filing for Q1 2026, filed 13 May 2026.