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Symphony Financial’s Philip Morris PM Stock Holding History

Symphony Financial’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 		$2.63M Buy
14,403
+572
+4% +$99.2K 0.29% 79
2026
Q1 		$2.28M Buy
13,831
+607
+5% +$105K 0.3% 71
2025
Q4 		$2.14M Sell
13,224
-7,971
-38% -$1.23M 0.29% 75
2025
Q3 		$3.36M Sell
21,195
-16,503
-44% -$2.78M 0.41% 58
2025
Q2 		$6.5M Buy
37,698
+27,996
+289% +$4.81M 0.85% 34
2025
Q1 		$1.54M Sell
9,702
-24,949
-72% -$3.53M 0.91% 29
2024
Q4 		$4.28M Sell
34,651
-13,414
-28% -$1.69M 0.67% 43
2024
Q3 		$5.79M Sell
48,065
-1,557
-3% -$181K 0.96% 32
2024
Q2 		$5.04M Buy
49,622
+4,932
+11% +$482K 0.92% 33
2024
Q1 		$4.09M Sell
44,690
-2,679
-6% -$247K 0.95% 29
2023
Q4 		$4.48M Buy
47,369
+3,086
+7% +$284K 0.96% 29
2023
Q3 		$4.05M Buy
44,283
+3,687
+9% +$355K 0.99% 23
2023
Q2 		$3.97M Buy
40,596
+202
+0.5% +$19.3K 0.97% 28
2023
Q1 		$3.9M Buy
40,394
+6,005
+17% +$598K 1.01% 25
2022
Q4 		$3.48M Buy
34,389
+23,037
+203% +$2.17M 0.92% 27
2022
Q3 		$977K Buy
11,352
+529
+5% +$50.5K 0.32% 72
2022
Q2 		$1.09M Buy
10,823
+40
+0.4% +$4.08K 0.32% 67
2022
Q1 		$1.08M Buy
10,783
+1,783
+20% +$178K 0.25% 79
2021
Q4 		$862K Buy
+9,000
New +$841K 0.24% 76

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 $3.38T AUM 44.17% 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

Symphony Financial's PM Position: Q2 2026 in Review

Symphony Financial increased its Philip Morris (PM) stake by 4.1% in Q2 2026, buying an estimated $99.2K and bringing the position to 14,403 shares worth $2.63M. The position accounts for 0.29% of the portfolio, ranked #79.

Symphony Financial first reported a position in PM in Q4 2021 and has held it in 19 quarters since. The position peaked at $6.5M in Q2 2025. 2,937 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Symphony Financial held 14,403 shares of Philip Morris worth $2.63M as of Q2 2026.
  • Symphony Financial bought 572 Philip Morris shares in Q2 2026, an estimated $99.2K.
  • Philip Morris made up 0.29% of Symphony Financial's portfolio in Q2 2026, its #79 holding.
  • Symphony Financial first reported a position in Philip Morris in Q4 2021 and has held it in 19 quarters since.
  • Symphony Financial's Philip Morris position peaked at $6.5M in Q2 2025.
  • 2,937 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

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