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XML Financial’s Philip Morris PM Stock Holding History

XML 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
Q2 		$523K Buy
2,891
+11
+0.4% +$1.91K 0.04% 275
2026
Q1 		$476K Buy
2,880
+69
+2% +$12K 0.04% 270
2025
Q4 		$451K Sell
2,811
-36
-1% -$5.58K 0.04% 275
2025
Q3 		$462K Sell
2,847
-216
-7% -$36.3K 0.04% 261
2025
Q2 		$558K Sell
3,063
-145
-5% -$24.9K 0.05% 230
2025
Q1 		$509K Buy
3,208
+9
+0.3% +$1.27K 0.05% 229
2024
Q4 		$385K Buy
3,199
+5
+0.2% +$631 0.04% 264
2024
Q3 		$388K Sell
3,194
-10,805
-77% -$1.26M 0.04% 259
2024
Q2 		$1.42M Sell
13,999
-529
-4% -$51.7K 0.14% 139
2024
Q1 		$1.33M Buy
14,528
+245
+2% +$22.6K 0.14% 141
2023
Q4 		$1.34M Buy
14,283
+134
+0.9% +$12.3K 0.14% 135
2023
Q3 		$1.31M Sell
14,149
-303
-2% -$29.2K 0.16% 131
2023
Q2 		$1.41M Buy
14,452
+72
+0.5% +$6.88K 0.16% 131
2023
Q1 		$1.4M Sell
14,380
-66
-0.5% -$6.58K 0.17% 123
2022
Q4 		$1.46M Sell
14,446
-362
-2% -$34.2K 0.18% 121
2022
Q3 		$1.23M Buy
14,808
+1,540
+12% +$147K 0.17% 126
2022
Q2 		$1.31M Sell
13,268
-1,447
-10% -$148K 0.3% 69
2022
Q1 		$1.38M Buy
14,715
+63
+0.4% +$6.3K 0.16% 130
2021
Q4 		$1.39M Sell
14,652
-45
-0.3% -$4.21K 0.17% 129
2021
Q3 		$1.39M Buy
14,697
+1,286
+10% +$129K 0.19% 122
2021
Q2 		$1.33M Buy
13,411
+159
+1% +$15.3K 0.29% 71
2021
Q1 		$1.18M Buy
13,252
+9
+0.1% +$764 0.29% 74
2020
Q4 		$1.1M Sell
13,243
-1,043
-7% -$81.2K 0.28% 76
2020
Q3 		$1.07M Sell
14,286
-4,600
-24% -$355K 0.33% 69
2020
Q2 		$1.32M Buy
18,886
+937
+5% +$68.3K 0.46% 50
2020
Q1 		$1.31M Buy
17,949
+641
+4% +$52.8K 0.57% 45
2019
Q4 		$1.47M Buy
+17,308
New +$1.43M 0.54% 47

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

XML Financial's PM Position: Q2 2026 in Review

XML Financial increased its Philip Morris (PM) stake by 0.38% in Q2 2026, buying an estimated $1.91K and bringing the position to 2,891 shares worth $523K. The position accounts for 0.04% of the portfolio, ranked #275.

XML Financial first reported a position in PM in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.47M in Q4 2019. 2,921 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • XML Financial held 2,891 shares of Philip Morris worth $523K as of Q2 2026.
  • XML Financial bought 11 Philip Morris shares in Q2 2026, an estimated $1.91K.
  • Philip Morris made up 0.04% of XML Financial's portfolio in Q2 2026, its #275 holding.
  • XML Financial first reported a position in Philip Morris in Q4 2019 and has held it in 27 quarters since.
  • XML Financial's Philip Morris position peaked at $1.47M in Q4 2019.
  • 2,921 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.