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Atticus Wealth Management’s Philip Morris PM Stock Holding History

Atticus Wealth Management’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
-537
Closed -$97.8K – 508
2025
Q2 		$97.8K Buy
537
+49
+10% +$8.41K 0.03% 244
2025
Q1 		$77.5K Sell
488
-106
-18% -$15K 0.03% 192
2024
Q4 		$71.4K Buy
594
+152
+34% +$19.2K 0.02% 204
2024
Q3 		$53.7K Sell
442
-11
-2% -$1.28K 0.02% 237
2024
Q2 		$45.9K Sell
453
-400
-47% -$39.1K 0.02% 245
2024
Q1 		$78.2K Sell
853
-90
-10% -$8.3K 0.03% 196
2023
Q4 		$88.7K Hold
943
– – 0.03% 180
2023
Q3 		$87.3K Sell
943
-43
-4% -$4.14K 0.03% 186
2023
Q2 		$96.3K Hold
986
– – 0.04% 180
2023
Q1 		$95.9K Sell
986
-530
-35% -$52.8K 0.04% 177
2022
Q4 		$153K Sell
1,516
-77
-5% -$7.27K 0.06% 141
2022
Q3 		$157K Hold
1,593
– – 0.08% 131
2022
Q2 		$157K Buy
1,593
+70
+5% +$7.14K 0.07% 147
2022
Q1 		$143K Buy
1,523
+537
+54% +$53.7K 0.05% 168
2021
Q4 		$94K Sell
986
-214
-18% -$20K 0.04% 175
2021
Q3 		$114K Hold
1,200
– – 0.05% 148
2021
Q2 		$119K Sell
1,200
-300
-20% -$28.8K 0.05% 150
2021
Q1 		$133K Hold
1,500
– – 0.06% 139
2020
Q4 		$124K Hold
1,500
– – 0.06% 140
2020
Q3 		$112K Sell
1,500
-170
-10% -$13.1K 0.07% 129
2020
Q2 		$117K Sell
1,670
-215
-11% -$15.7K 0.08% 116
2020
Q1 		$138K Sell
1,885
-323
-15% -$26.6K 0.11% 95
2019
Q4 		$188K Buy
+2,208
New +$182K 0.12% 86

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

Atticus Wealth Management's PM Position: Q3 2025 in Review

Atticus Wealth Management sold out of Philip Morris (PM) in Q3 2025, closing a stake of 537 shares — an estimated $97.8K sold.

Atticus Wealth Management first reported a position in PM in Q4 2019 and held it in 23 quarters. The position peaked at $188K in Q4 2019. 2,736 funds tracked by Wall St. Rank hold PM as of Q3 2025.

  • Atticus Wealth Management reported no remaining Philip Morris position as of Q3 2025 after selling out during the quarter.
  • Atticus Wealth Management sold 537 Philip Morris shares in Q3 2025, an estimated $97.8K.
  • Atticus Wealth Management first reported a position in Philip Morris in Q4 2019 and held it in 23 quarters.
  • Atticus Wealth Management's Philip Morris position peaked at $188K in Q4 2019.
  • 2,736 funds tracked by Wall St. Rank held Philip Morris as of Q3 2025.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.