Aznar Financial Advisors’s Philip Morris PM Stock Holding History

Aznar Financial Advisors’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	$311K	Buy	+1,940	New	+$301K	0.3%	28

Other funds holding PM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Aznar Financial Advisors's PM Position: Q4 2025 in Review

Aznar Financial Advisors opened a new position in Philip Morris (PM) in Q4 2025: 1,940 shares worth $311K. The stake represents 0.3% of the portfolio and ranks #28 among its holdings.

2,817 funds tracked by Wall St. Rank hold PM as of Q4 2025.

Aznar Financial Advisors held 1,940 shares of Philip Morris worth $311K as of Q4 2025.
Philip Morris was a new Aznar Financial Advisors position in Q4 2025.
Philip Morris made up 0.3% of Aznar Financial Advisors's portfolio in Q4 2025, its #28 holding.
2,817 funds tracked by Wall St. Rank held Philip Morris as of Q4 2025.

Based on Aznar Financial Advisors's 13F filing for Q4 2025, filed 19 Feb 2026.