Austin Private Wealth’s Philip Morris PM Stock Holding History

Austin 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	$611K	Buy	3,812 +48	+1%	+$7.44K	0.05%	156
2025 Q3	$611K	Buy	3,764 +119	+3%	+$20K	0.05%	158
2025 Q2	$664K	Buy	3,645 +191	+6%	+$32.8K	0.05%	149
2025 Q1	$548K	Sell	3,454 -77	-2%	-$10.9K	0.05%	150
2024 Q4	$425K	Buy	3,531 +563	+19%	+$71K	0.04%	162
2024 Q3	$360K	Sell	2,968 -274	-8%	-$31.8K	0.03%	178
2024 Q2	$329K	Sell	3,242 -46	-1%	-$4.5K	0.04%	167
2024 Q1	$299K	Buy	3,288 +260	+9%	+$24K	0.03%	172
2023 Q4	$285K	Buy	3,028 +121	+4%	+$11.1K	0.04%	158
2023 Q3	$269K	Buy	2,907 +428	+17%	+$41.2K	0.04%	134
2023 Q2	$242K	Buy	+2,479	New	+$237K	0.04%	143

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

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

Austin Private Wealth increased its Philip Morris (PM) stake by 1.3% in Q4 2025, buying an estimated $7.44K and bringing the position to 3,812 shares worth $611K. The position accounts for 0.05% of the portfolio, ranked #156.

Austin Private Wealth first reported a position in PM in Q2 2023 and has held it in 11 quarters since. The position peaked at $664K in Q2 2025. 2,807 funds tracked by Wall St. Rank hold PM as of Q4 2025.

Austin Private Wealth held 3,812 shares of Philip Morris worth $611K as of Q4 2025.
Austin Private Wealth bought 48 Philip Morris shares in Q4 2025, an estimated $7.44K.
Philip Morris made up 0.05% of Austin Private Wealth's portfolio in Q4 2025, its #156 holding.
Austin Private Wealth first reported a position in Philip Morris in Q2 2023 and has held it in 11 quarters since.
Austin Private Wealth's Philip Morris position peaked at $664K in Q2 2025.
2,807 funds tracked by Wall St. Rank held Philip Morris as of Q4 2025.

Based on Austin Private Wealth's 13F filing for Q4 2025, filed 20 Jan 2026.