Stonebridge Financial Group, LLC/CA’s Philip Morris PM Stock Holding History

Stonebridge Financial Group, LLC/CA’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	$344K	Buy	+1,890	New	+$328K	0.05%	211

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

VCM

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Stonebridge Financial Group, LLC/CA's PM Position: Q2 2026 in Review

Stonebridge Financial Group, LLC/CA opened a new position in Philip Morris (PM) in Q2 2026: 1,890 shares worth $344K. The stake represents 0.05% of the portfolio and ranks #211 among its holdings.

2,531 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Stonebridge Financial Group, LLC/CA held 1,890 shares of Philip Morris worth $344K as of Q2 2026.
Philip Morris was a new Stonebridge Financial Group, LLC/CA position in Q2 2026.
Philip Morris made up 0.05% of Stonebridge Financial Group, LLC/CA's portfolio in Q2 2026, its #211 holding.
2,531 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Stonebridge Financial Group, LLC/CA's 13F filing for Q2 2026, filed 13 Aug 2026.