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SYM Financial Corp’s Philip Morris PM Stock Holding History

SYM Financial Corp’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
Q2 		$447K Buy
2,471
+368
+17% +$63.8K 0.04% 171
2026
Q1 		$348K Buy
2,103
+90
+4% +$15.6K 0.03% 189
2025
Q4 		$323K Sell
2,013
-211
-9% -$32.7K 0.03% 209
2025
Q3 		$361K Sell
2,224
-209
-9% -$35.2K 0.04% 168
2025
Q2 		$443K Buy
2,433
+569
+31% +$97.7K 0.05% 141
2025
Q1 		$296K Sell
1,864
-1,873
-50% -$265K 0.04% 174
2024
Q4 		$450K Buy
+3,737
New +$471K 0.06% 106

Other funds holding PM

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SYM Financial Corp's PM Position: Q2 2026 in Review

SYM Financial Corp increased its Philip Morris (PM) stake by 17% in Q2 2026, buying an estimated $63.8K and bringing the position to 2,471 shares worth $447K. The position accounts for 0.04% of the portfolio, ranked #171.

SYM Financial Corp first reported a position in PM in Q4 2024 and has held it in 7 quarters since. The position peaked at $450K in Q4 2024. 2,931 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • SYM Financial Corp held 2,471 shares of Philip Morris worth $447K as of Q2 2026.
  • SYM Financial Corp bought 368 Philip Morris shares in Q2 2026, an estimated $63.8K.
  • Philip Morris made up 0.04% of SYM Financial Corp's portfolio in Q2 2026, its #171 holding.
  • SYM Financial Corp first reported a position in Philip Morris in Q4 2024 and has held it in 7 quarters since.
  • SYM Financial Corp's Philip Morris position peaked at $450K in Q4 2024.
  • 2,931 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on SYM Financial Corp's 13F filing for Q2 2026, filed 4 Aug 2026.