Summit Securities Group
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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
2025
Q1 		– Sell
-4,700
Closed -$566K – 1036
2024
Q4 		$566K Buy
+4,700
New +$593K 0.12% 127
2024
Q1 		– Sell
-2,100
Closed -$198K – 798
2023
Q4 		$198K Buy
+2,100
New +$193K 0.02% 253
2022
Q1 		– Sell
-500
Closed -$48K – 1298
2021
Q4 		$48K Buy
+500
New +$46.7K ﹤0.01% 731
2021
Q3 		– Sell
-235
Closed -$2.33M – 849
2021
Q2 		$2.33M Buy
+235
New +$22.5K 0.19% 116
2021
Q1 		– Sell
-230
Closed -$1.9M – 732
2020
Q4 		$1.9M Buy
230
+121
+111% +$9.42K 0.16% 153
2020
Q3 		$817K Buy
109
+18
+20% +$1.39K 0.09% 176
2020
Q2 		$638K Buy
91
+31
+52% +$2.26K 0.08% 195
2020
Q1 		$438K Sell
60
-223
-79% -$18.4K 0.08% 173
2019
Q4 		$2.41M Buy
283
+33
+13% +$2.72K 0.18% 118
2019
Q3 		$1.9M Buy
+250
New +$19.8K 0.17% 94
2017
Q1 		– Sell
-108
Closed -$988K – 378
2016
Q4 		$988K Buy
+108
New +$10K 0.21% 95
2014
Q3 		– Sell
-31
Closed -$2K – 775
2014
Q2 		$2K Buy
+31
New +$2.67K ﹤0.01% 497
2014
Q1 		– Sell
-118
Closed -$1K – 542
2013
Q4 		$1K Buy
118
+38
+48% +$3.32K ﹤0.01% 464
2013
Q3 		$4K Buy
80
+24
+43% +$2.1K ﹤0.01% 313
2013
Q2 		$3K Buy
+56
New +$5.2K ﹤0.01% 451

Other funds holding PM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Summit Securities Group's PM Position: Q3 2026 in Review

Summit Securities Group increased its Philip Morris (PM) stake by 129% in Q3 2026, buying an estimated $307K and bringing the position to 2,887 shares worth $551K. The position accounts for 0.05% of the portfolio, ranked #165.

Summit Securities Group first reported a position in PM in Q2 2013 and has held it in 44 quarters since. The position peaked at $4.4M in Q4 2019. 2,012 funds tracked by Wall St. Rank hold PM as of Q3 2026.

  • Summit Securities Group held 2,887 shares of Philip Morris worth $551K as of Q3 2026.
  • Summit Securities Group bought 1,626 Philip Morris shares in Q3 2026, an estimated $307K.
  • Philip Morris made up 0.05% of Summit Securities Group's portfolio in Q3 2026, its #165 holding.
  • Summit Securities Group first reported a position in Philip Morris in Q2 2013 and has held it in 44 quarters since.
  • Summit Securities Group's Philip Morris position peaked at $4.4M in Q4 2019.
  • 2,012 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on Summit Securities Group's 13F filing for Q3 2026, filed 5 Nov 2026.