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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
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 $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

SYM Financial Corp's PM Position: Q1 2026 in Review

SYM Financial Corp increased its Philip Morris (PM) stake by 4.5% in Q1 2026, buying an estimated $15.6K and bringing the position to 2,103 shares worth $348K. The position accounts for 0.03% of the portfolio, ranked #189.

SYM Financial Corp first reported a position in PM in Q4 2024 and has held it in 6 quarters since. The position peaked at $450K in Q4 2024. 2,855 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • SYM Financial Corp held 2,103 shares of Philip Morris worth $348K as of Q1 2026.
  • SYM Financial Corp bought 90 Philip Morris shares in Q1 2026, an estimated $15.6K.
  • Philip Morris made up 0.03% of SYM Financial Corp's portfolio in Q1 2026, its #189 holding.
  • SYM Financial Corp first reported a position in Philip Morris in Q4 2024 and has held it in 6 quarters since.
  • SYM Financial Corp's Philip Morris position peaked at $450K in Q4 2024.
  • 2,855 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on SYM Financial Corp's 13F filing for Q1 2026, filed 8 May 2026.