Summit Securities Group’s Philip Morris PM Stock Holding History

Summit Securities Group’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
2024 Q2	–	Sell	-4,100	Closed	-$376K	–	736
2024 Q1	$376K	Buy	+4,100	New	+$378K	0.06%	117
2021 Q1	–	Sell	-110	Closed	-$911K	–	731
2020 Q4	$911K	Buy	+110	New	+$8.56K	0.08%	246
2020 Q3	–	Sell	-60	Closed	-$420K	–	469
2020 Q2	$420K	Hold	60	–	–	0.05%	255
2020 Q1	$438K	Buy	+60	New	+$4.94K	0.08%	172
2019 Q4	–	Sell	-300	Closed	-$2.28M	–	501
2019 Q3	$2.28M	Buy	+300	New	+$23.8K	0.2%	79
2019 Q1	–	Sell	-120	Closed	-$801K	–	321
2018 Q4	$801K	Buy	+120	New	+$10K	0.07%	154
2017 Q4	–	Sell	-38	Closed	-$422K	–	241
2017 Q3	$422K	Sell	38 -3	-7%	-$349	0.07%	123
2017 Q2	$482K	Buy	+41	New	+$4.75K	0.09%	127

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

Summit Securities Group's PM Position: Q2 2026 in Review

Summit Securities Group increased its Philip Morris (PM) stake by 393% in Q2 2026, buying an estimated $174K and bringing the position to 1,261 shares worth $228K. The position accounts for 0.02% of the portfolio, ranked #254.

Summit Securities Group first reported a position in PM in Q2 2013 and has held it in 43 quarters since. The position peaked at $4.4M in Q4 2019. 2,926 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Summit Securities Group held 1,261 shares of Philip Morris worth $228K as of Q2 2026.
Summit Securities Group bought 1,005 Philip Morris shares in Q2 2026, an estimated $174K.
Philip Morris made up 0.02% of Summit Securities Group's portfolio in Q2 2026, its #254 holding.
Summit Securities Group first reported a position in Philip Morris in Q2 2013 and has held it in 43 quarters since.
Summit Securities Group's Philip Morris position peaked at $4.4M in Q4 2019.
2,926 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.