Planning Strategies Inc.’s Philip Morris PM Stock Holding History

Planning Strategies Inc.’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	$212K	Buy	+1,170	New	+$203K	0.13%	65

Other funds holding PM

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

CIPU

Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return

Planning Strategies Inc.'s PM Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Philip Morris (PM) in Q2 2026: 1,170 shares worth $212K. The stake represents 0.13% of the portfolio and ranks #65 among its holdings.

1,139 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Planning Strategies Inc. held 1,170 shares of Philip Morris worth $212K as of Q2 2026.
Philip Morris was a new Planning Strategies Inc. position in Q2 2026.
Philip Morris made up 0.13% of Planning Strategies Inc.'s portfolio in Q2 2026, its #65 holding.
1,139 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.