Atlantic Private Wealth’s Philip Morris PM Stock Holding History

Atlantic Private Wealth’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 Q4	–	Sell	-14	Closed	-$2.29K	–	404
2025 Q3	$2.29K	Hold	14	–	–	﹤0.01%	217
2025 Q2	$2.57K	Buy	+14	New	+$2.4K	﹤0.01%	206
2023 Q2	–	Sell	-4,112	Closed	-$400K	–	115
2023 Q1	$400K	Hold	4,112	–	–	0.42%	21
2022 Q4	$416K	Hold	4,112	–	–	0.45%	26
2022 Q3	$341K	Hold	4,112	–	–	0.38%	30
2022 Q2	$406K	Hold	4,112	–	–	0.42%	25
2022 Q1	$386K	Hold	4,112	–	–	0.36%	23
2021 Q4	$391K	Buy	+4,112	New	+$384K	0.34%	26

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

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

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

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

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

Atlantic Private Wealth's PM Position: Q4 2025 in Review

Atlantic Private Wealth sold out of Philip Morris (PM) in Q4 2025, closing a stake of 14 shares — an estimated $2.29K sold.

Atlantic Private Wealth first reported a position in PM in Q4 2021 and held it in 8 quarters. The position peaked at $416K in Q4 2022. 2,806 funds tracked by Wall St. Rank hold PM as of Q4 2025.

Atlantic Private Wealth reported no remaining Philip Morris position as of Q4 2025 after selling out during the quarter.
Atlantic Private Wealth sold 14 Philip Morris shares in Q4 2025, an estimated $2.29K.
Atlantic Private Wealth first reported a position in Philip Morris in Q4 2021 and held it in 8 quarters.
Atlantic Private Wealth's Philip Morris position peaked at $416K in Q4 2022.
2,806 funds tracked by Wall St. Rank held Philip Morris as of Q4 2025.

Based on Atlantic Private Wealth's 13F filing for Q4 2025, filed 11 Feb 2026.