SSG
PM icon

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

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

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.