Beirne Wealth Consulting Services’s Philip Morris PM Stock Holding History

Beirne Wealth Consulting Services’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	-1,277	Closed	-$207K	–	201
2025 Q3	$207K	Buy	+1,277	New	+$215K	0.05%	219
2024 Q1	–	Sell	-2,219	Closed	-$212K	–	141
2023 Q4	$212K	Buy	+2,219	New	+$204K	0.1%	137
2019 Q4	–	Sell	-5,124	Closed	-$395K	–	118
2019 Q3	$395K	Sell	5,124 -98	-2%	-$7.77K	0.33%	75
2019 Q2	$416K	Sell	5,222 -1,798	-26%	-$149K	0.37%	76
2019 Q1	$628K	Buy	7,020 +323	+5%	+$26K	0.49%	60
2018 Q4	$455K	Buy	+6,697	New	+$559K	0.39%	79

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

Beirne Wealth Consulting Services's PM Position: Q4 2025 in Review

Beirne Wealth Consulting Services sold out of Philip Morris (PM) in Q4 2025, closing a stake of 1,277 shares — an estimated $207K sold.

Beirne Wealth Consulting Services first reported a position in PM in Q4 2018 and held it in 6 quarters. The position peaked at $628K in Q1 2019. 2,807 funds tracked by Wall St. Rank hold PM as of Q4 2025.

Beirne Wealth Consulting Services reported no remaining Philip Morris position as of Q4 2025 after selling out during the quarter.
Beirne Wealth Consulting Services sold 1,277 Philip Morris shares in Q4 2025, an estimated $207K.
Beirne Wealth Consulting Services first reported a position in Philip Morris in Q4 2018 and held it in 6 quarters.
Beirne Wealth Consulting Services's Philip Morris position peaked at $628K in Q1 2019.
2,807 funds tracked by Wall St. Rank held Philip Morris as of Q4 2025.

Based on Beirne Wealth Consulting Services's 13F filing for Q4 2025, filed 29 Jan 2026.