Widmann Financial Services’s Philip Morris PM Stock Holding History

Widmann Financial Services’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	$674K	Hold	3,727	–	–	0.36%	70
2026 Q1	$616K	Hold	3,727	–	–	0.37%	65
2025 Q4	$598K	Sell	3,727 -350	-9%	-$54.2K	0.37%	66
2025 Q3	$661K	Buy	4,077 +29	+0.7%	+$4.88K	0.42%	63
2025 Q2	$737K	Hold	4,048	–	–	0.51%	55
2025 Q1	$643K	Hold	4,048	–	–	0.5%	54
2024 Q4	$487K	Hold	4,048	–	–	0.38%	57
2024 Q3	$491K	Hold	4,048	–	–	0.37%	59
2024 Q2	$410K	Hold	4,048	–	–	0.33%	59
2024 Q1	$371K	Hold	4,048	–	–	0.31%	65
2023 Q4	$381K	Hold	4,048	–	–	0.34%	56
2023 Q3	$375K	Hold	4,048	–	–	0.37%	57
2023 Q2	$395K	Hold	4,048	–	–	0.38%	58
2023 Q1	$394K	Hold	4,048	–	–	0.4%	57
2022 Q4	$410K	Hold	4,048	–	–	0.43%	56
2022 Q3	$336K	Buy	4,048 +34	+0.8%	+$3.24K	0.37%	62
2022 Q2	$396K	Sell	4,014 -53	-1%	-$5.4K	0.41%	58
2022 Q1	$382K	Hold	4,067	–	–	0.34%	61
2021 Q4	$386K	Buy	+4,067	New	+$380K	0.32%	58

Other funds holding PM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Widmann Financial Services's PM Position: Q2 2026 in Review

Widmann Financial Services held its Philip Morris (PM) position steady in Q2 2026 at 3,727 shares worth $674K. The position accounts for 0.36% of the portfolio, ranked #70.

Widmann Financial Services first reported a position in PM in Q4 2021 and has held it in 19 quarters since. The position peaked at $737K in Q2 2025. 2,928 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Widmann Financial Services held 3,727 shares of Philip Morris worth $674K as of Q2 2026.
Widmann Financial Services left its Philip Morris share count unchanged in Q2 2026.
Philip Morris made up 0.36% of Widmann Financial Services's portfolio in Q2 2026, its #70 holding.
Widmann Financial Services first reported a position in Philip Morris in Q4 2021 and has held it in 19 quarters since.
Widmann Financial Services's Philip Morris position peaked at $737K in Q2 2025.
2,928 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Widmann Financial Services's 13F filing for Q2 2026, filed 14 Aug 2026.