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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
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 $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

Symphony Financial's PM Position: Q1 2026 in Review

Symphony Financial increased its Philip Morris (PM) stake by 4.6% in Q1 2026, buying an estimated $105K and bringing the position to 13,831 shares worth $2.28M. The position accounts for 0.3% of the portfolio, ranked #71.

Symphony Financial first reported a position in PM in Q4 2021 and has held it in 18 quarters since. The position peaked at $6.5M in Q2 2025. 2,856 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Symphony Financial held 13,831 shares of Philip Morris worth $2.28M as of Q1 2026.
  • Symphony Financial bought 607 Philip Morris shares in Q1 2026, an estimated $105K.
  • Philip Morris made up 0.3% of Symphony Financial's portfolio in Q1 2026, its #71 holding.
  • Symphony Financial first reported a position in Philip Morris in Q4 2021 and has held it in 18 quarters since.
  • Symphony Financial's Philip Morris position peaked at $6.5M in Q2 2025.
  • 2,856 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Symphony Financial's 13F filing for Q1 2026, filed 1 May 2026.