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Amica Retiree Medical Trust’s Philip Morris PM Stock Holding History

Amica Retiree Medical Trust’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
Q3 		$1.2M Hold
7,376
– – 1.63% 11
2025
Q2 		$1.34M Sell
7,376
-900
-11% -$155K 1.94% 9
2025
Q1 		$1.31M Sell
8,276
-4,493
-35% -$636K 2.01% 10
2024
Q4 		$1.54M Sell
12,769
-2,672
-17% -$337K 1.46% 12
2024
Q3 		$1.88M Buy
+15,441
New +$1.79M 1.56% 9
2023
Q3 		$1.73M Buy
18,635
+940
+5% +$90.5K 2.03% 9
2023
Q2 		$1.73M Sell
17,695
-1,130
-6% -$108K 1.93% 10
2023
Q1 		$1.83M Buy
18,825
+2,035
+12% +$203K 1.94% 8
2022
Q4 		$1.7M Buy
16,790
+3,276
+24% +$309K 2.18% 8
2022
Q3 		$1.12M Hold
13,514
– – 1.4% 18
2022
Q2 		$1.33M Hold
13,514
– – 1.51% 13
2022
Q1 		$1.27M Sell
13,514
-1,512
-10% -$151K 1.19% 19
2021
Q4 		$1.43M Buy
15,026
+978
+7% +$91.4K 1.21% 20
2021
Q3 		$1.33M Sell
14,048
-6,209
-31% -$625K 1.2% 20
2021
Q2 		$2.01M Hold
20,257
– – 1.27% 17
2021
Q1 		$1.8M Buy
20,257
+5,253
+35% +$446K 1.22% 18
2020
Q4 		$1.24M Hold
15,004
– – 0.87% 31
2020
Q3 		$1.13M Hold
15,004
– – 0.87% 28
2020
Q2 		$1.05M Hold
15,004
– – 0.83% 26
2020
Q1 		$1.09M Buy
15,004
+3,666
+32% +$302K 0.98% 19
2019
Q4 		$965K Hold
11,338
– – 0.74% 27
2019
Q3 		$861K Buy
11,338
+5,204
+85% +$412K 0.69% 33
2019
Q2 		$482K Hold
6,134
– – 0.39% 74
2019
Q1 		$542K Hold
6,134
– – 0.48% 55
2018
Q4 		$410K Hold
6,134
– – 0.39% 68
2018
Q3 		$500K Hold
6,134
– – 0.41% 70
2018
Q2 		$495K Hold
6,134
– – 0.43% 65
2018
Q1 		$610K Sell
6,134
-2,470
-29% -$257K 0.53% 48
2017
Q4 		$909K Buy
+8,604
New +$917K 0.69% 32

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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Amica Retiree Medical Trust's PM Position: Q3 2025 in Review

Amica Retiree Medical Trust held its Philip Morris (PM) position steady in Q3 2025 at 7,376 shares worth $1.2M. The position accounts for 1.63% of the portfolio, ranked #11.

Amica Retiree Medical Trust first reported a position in PM in Q4 2017 and has held it in 29 quarters since. The position peaked at $2.01M in Q2 2021. 2,731 funds tracked by Wall St. Rank hold PM as of Q3 2025.

  • Amica Retiree Medical Trust held 7,376 shares of Philip Morris worth $1.2M as of Q3 2025.
  • Amica Retiree Medical Trust left its Philip Morris share count unchanged in Q3 2025.
  • Philip Morris made up 1.63% of Amica Retiree Medical Trust's portfolio in Q3 2025, its #11 holding.
  • Amica Retiree Medical Trust first reported a position in Philip Morris in Q4 2017 and has held it in 29 quarters since.
  • Amica Retiree Medical Trust's Philip Morris position peaked at $2.01M in Q2 2021.
  • 2,731 funds tracked by Wall St. Rank held Philip Morris as of Q3 2025.

Based on Amica Retiree Medical Trust's 13F filing for Q3 2025, filed 7 Nov 2025.