Advisor Resource Council’s Philip Morris PM Stock Holding History

Advisor Resource Council’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
2025 Q2	–	Sell	-7,359	Closed	-$1.09M	–	465
2025 Q1	$1.09M	Buy	+7,359	New	+$1.04M	0.09%	233
2024 Q1	–	Sell	-2,732	Closed	-$257K	–	436
2023 Q4	$257K	Buy	+2,732	New	+$252K	0.03%	382
2022 Q3	–	Sell	-3,886	Closed	-$384K	–	396
2022 Q2	$384K	Buy	+3,886	New	+$396K	0.04%	328
2022 Q1	–	Sell	-5,406	Closed	-$514K	–	439
2021 Q4	$514K	Buy	+5,406	New	+$505K	0.04%	326
2021 Q3	–	Sell	-4,078	Closed	-$404K	–	403
2021 Q2	$404K	Buy	+4,078	New	+$391K	0.04%	344

Other funds holding PM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Advisor Resource Council's PM Position: Q2 2025 in Review

Advisor Resource Council sold out of Philip Morris (PM) in Q2 2025, closing a stake of 7,359 shares — an estimated $1.09M sold.

Advisor Resource Council first reported a position in PM in Q2 2021 and held it in 5 quarters. The position peaked at $1.09M in Q1 2025. 2,842 funds tracked by Wall St. Rank hold PM as of Q2 2025.

Advisor Resource Council reported no remaining Philip Morris position as of Q2 2025 after selling out during the quarter.
Advisor Resource Council sold 7,359 Philip Morris shares in Q2 2025, an estimated $1.09M.
Advisor Resource Council first reported a position in Philip Morris in Q2 2021 and held it in 5 quarters.
Advisor Resource Council's Philip Morris position peaked at $1.09M in Q1 2025.
2,842 funds tracked by Wall St. Rank held Philip Morris as of Q2 2025.

Based on Advisor Resource Council's 13F filing for Q2 2025, filed 11 Aug 2025.