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 $733B AUM 35.63% 1-Year Est. Return

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Summit Securities Group's PM Position: Q1 2026 in Review

Summit Securities Group reduced its Philip Morris (PM) stake by 98% in Q1 2026, selling an estimated $1.85M and leaving 256 shares worth $42.3K. The position accounts for 0.01% of the portfolio, ranked #421.

Summit Securities Group first reported a position in PM in Q2 2013 and has held it in 42 quarters since. The position peaked at $4.4M in Q4 2019. 2,854 funds tracked by Wall St. Rank hold PM as of Q1 2026.

Summit Securities Group held 256 shares of Philip Morris worth $42.3K as of Q1 2026.
Summit Securities Group sold 10,655 Philip Morris shares in Q1 2026, an estimated $1.85M.
Philip Morris made up 0.01% of Summit Securities Group's portfolio in Q1 2026, its #421 holding.
Summit Securities Group first reported a position in Philip Morris in Q2 2013 and has held it in 42 quarters since.
Summit Securities Group's Philip Morris position peaked at $4.4M in Q4 2019.
2,854 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.