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United Financial Planning Group’s Philip Morris PM Stock Holding History

United Financial Planning 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
2026
Q2 		$6.15K Hold
34
– – ﹤0.01% 340
2026
Q1 		$5.62K Sell
34
-89
-72% -$15.5K ﹤0.01% 295
2025
Q4 		$19.7K Buy
+123
New +$19.1K 0.01% 141

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

United Financial Planning Group's PM Position: Q2 2026 in Review

United Financial Planning Group held its Philip Morris (PM) position steady in Q2 2026 at 34 shares worth $6.15K. The position accounts for ﹤0.01% of the portfolio, ranked #340.

United Financial Planning Group first reported a position in PM in Q4 2025 and has held it in 3 quarters since. The position peaked at $19.7K in Q4 2025. 2,921 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • United Financial Planning Group held 34 shares of Philip Morris worth $6.15K as of Q2 2026.
  • United Financial Planning Group left its Philip Morris share count unchanged in Q2 2026.
  • Philip Morris made up ﹤0.01% of United Financial Planning Group's portfolio in Q2 2026, its #340 holding.
  • United Financial Planning Group first reported a position in Philip Morris in Q4 2025 and has held it in 3 quarters since.
  • United Financial Planning Group's Philip Morris position peaked at $19.7K in Q4 2025.
  • 2,921 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.