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Atlas Wealth’s Philip Morris PM Stock Holding History

Atlas 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
Q3 		– Sell
-3,471
Closed -$616K – 114
2025
Q2 		$616K Sell
3,471
-200
-5% -$34.3K 0.23% 60
2025
Q1 		$583K Hold
3,671
– – 0.23% 56
2024
Q4 		$442K Buy
+3,671
New +$463K 0.17% 62

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 $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Atlas Wealth's PM Position: Q3 2025 in Review

Atlas Wealth sold out of Philip Morris (PM) in Q3 2025, closing a stake of 3,471 shares — an estimated $616K sold.

Atlas Wealth first reported a position in PM in Q4 2024 and held it in 3 quarters. The position peaked at $616K in Q2 2025. 2,735 funds tracked by Wall St. Rank hold PM as of Q3 2025.

  • Atlas Wealth reported no remaining Philip Morris position as of Q3 2025 after selling out during the quarter.
  • Atlas Wealth sold 3,471 Philip Morris shares in Q3 2025, an estimated $616K.
  • Atlas Wealth first reported a position in Philip Morris in Q4 2024 and held it in 3 quarters.
  • Atlas Wealth's Philip Morris position peaked at $616K in Q2 2025.
  • 2,735 funds tracked by Wall St. Rank held Philip Morris as of Q3 2025.

Based on Atlas Wealth's 13F filing for Q3 2025, filed 12 Nov 2025.