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American Investment Services’s Philip Morris PM Stock Holding History

American Investment 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
2025
Q2 		– Sell
-23,445
Closed -$3.72M – 152
2025
Q1 		$3.72M Buy
23,445
+247
+1% +$35K 0.66% 40
2024
Q4 		$2.79M Buy
23,198
+793
+4% +$100K 0.49% 47
2024
Q3 		$2.72M Buy
22,405
+265
+1% +$30.8K 0.45% 49
2024
Q2 		$2.24M Buy
22,140
+294
+1% +$28.7K 0.4% 55
2024
Q1 		$2M Buy
21,846
+486
+2% +$44.8K 0.35% 57
2023
Q4 		$2.01M Buy
21,360
+9,168
+75% +$845K 0.38% 57
2023
Q3 		$1.13M Sell
12,192
-94
-0.8% -$9.05K 0.24% 69
2023
Q2 		$1.2M Buy
12,286
+851
+7% +$81.3K 0.24% 67
2023
Q1 		$1.16M Hold
11,435
– – 0.24% 67
2022
Q4 		$1.16M Buy
11,435
+1,172
+11% +$111K 0.24% 67
2022
Q3 		$852K Buy
10,263
+139
+1% +$13.3K 0.2% 64
2022
Q2 		$1M Buy
10,124
+124
+1% +$12.6K 0.23% 60
2022
Q1 		$939K Hold
10,000
– – 0.21% 61
2021
Q4 		$950K Sell
10,000
-410
-4% -$38.3K 0.21% 65
2021
Q3 		$987K Hold
10,410
– – 0.22% 64
2021
Q2 		$1.03M Sell
10,410
-19,450
-65% -$1.87M 0.24% 60
2021
Q1 		$2.65M Buy
29,860
+19,450
+187% +$1.65M 0.72% 34
2020
Q4 		$862K Hold
10,410
– – 0.26% 52
2020
Q3 		$781K Hold
10,410
– – 0.26% 63
2020
Q2 		$729K Sell
10,410
-1,103
-10% -$80.4K 0.26% 66
2020
Q1 		$840K Buy
+11,513
New +$947K 0.32% 55
2018
Q2 		– Sell
-2,166
Closed -$215K – 118
2018
Q1 		$215K Buy
2,166
+9
+0.4% +$937 0.08% 111
2017
Q4 		$228K Buy
2,157
+9
+0.4% +$959 0.08% 109
2017
Q3 		$238K Buy
2,148
+8
+0.4% +$931 0.09% 98
2017
Q2 		$251K Buy
2,140
+9
+0.4% +$1.04K 0.1% 97
2017
Q1 		$241K Buy
+2,131
New +$220K 0.1% 94

Other funds holding PM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

American Investment Services's PM Position: Q2 2025 in Review

American Investment Services sold out of Philip Morris (PM) in Q2 2025, closing a stake of 23,445 shares — an estimated $3.72M sold.

American Investment Services first reported a position in PM in Q1 2017 and held it in 26 quarters. The position peaked at $3.72M in Q1 2025. 2,842 funds tracked by Wall St. Rank hold PM as of Q2 2025.

  • American Investment Services reported no remaining Philip Morris position as of Q2 2025 after selling out during the quarter.
  • American Investment Services sold 23,445 Philip Morris shares in Q2 2025, an estimated $3.72M.
  • American Investment Services first reported a position in Philip Morris in Q1 2017 and held it in 26 quarters.
  • American Investment Services's Philip Morris position peaked at $3.72M in Q1 2025.
  • 2,842 funds tracked by Wall St. Rank held Philip Morris as of Q2 2025.

Based on American Investment Services's 13F filing for Q2 2025, filed 13 Aug 2025.