Atala Financial’s Philip Morris PM Stock Holding History

Atala 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
2025 Q2	–	Sell	-186	Closed	-$29.5K	–	362
2025 Q1	$29.5K	Hold	186	–	–	0.02%	210
2024 Q4	$22.4K	Buy	+186	New	+$23.5K	0.02%	241

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

Atala Financial's PM Position: Q2 2025 in Review

Atala Financial sold out of Philip Morris (PM) in Q2 2025, closing a stake of 186 shares — an estimated $29.5K sold.

Atala Financial first reported a position in PM in Q4 2024 and held it in 2 quarters. The position peaked at $29.5K in Q1 2025. 2,842 funds tracked by Wall St. Rank hold PM as of Q2 2025.

Atala Financial reported no remaining Philip Morris position as of Q2 2025 after selling out during the quarter.
Atala Financial sold 186 Philip Morris shares in Q2 2025, an estimated $29.5K.
Atala Financial first reported a position in Philip Morris in Q4 2024 and held it in 2 quarters.
Atala Financial's Philip Morris position peaked at $29.5K in Q1 2025.
2,842 funds tracked by Wall St. Rank held Philip Morris as of Q2 2025.

Based on Atala Financial's 13F filing for Q2 2025, filed 7 Aug 2025.