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Anthracite Investment Company’s Philip Morris PM Stock Holding History

Anthracite Investment Company’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 		– Sell
-30,400
Closed -$5.54M – 45
2025
Q2 		$5.54M Sell
30,400
-300
-1% -$51.5K 2.79% 13
2025
Q1 		$4.87M Buy
30,700
+1,200
+4% +$170K 2.71% 7
2024
Q4 		$3.55M Buy
29,500
+1,500
+5% +$189K 1.24% 20
2024
Q3 		$3.4M Sell
28,000
-10,771
-28% -$1.25M 1.51% 22
2024
Q2 		$3.93M Buy
38,771
+22,402
+137% +$2.19M 1.76% 17
2024
Q1 		$1.5M Buy
+16,369
New +$1.51M 0.55% 68

Other funds holding PM

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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

Anthracite Investment Company's PM Position: Q3 2025 in Review

Anthracite Investment Company sold out of Philip Morris (PM) in Q3 2025, closing a stake of 30,400 shares — an estimated $5.54M sold.

Anthracite Investment Company first reported a position in PM in Q1 2024 and held it in 6 quarters. The position peaked at $5.54M in Q2 2025. 2,731 funds tracked by Wall St. Rank hold PM as of Q3 2025.

  • Anthracite Investment Company reported no remaining Philip Morris position as of Q3 2025 after selling out during the quarter.
  • Anthracite Investment Company sold 30,400 Philip Morris shares in Q3 2025, an estimated $5.54M.
  • Anthracite Investment Company first reported a position in Philip Morris in Q1 2024 and held it in 6 quarters.
  • Anthracite Investment Company's Philip Morris position peaked at $5.54M in Q2 2025.
  • 2,731 funds tracked by Wall St. Rank held Philip Morris as of Q3 2025.

Based on Anthracite Investment Company's 13F filing for Q3 2025.