Bellwether Advisors’s Philip Morris PM Stock Holding History

Bellwether 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 Q3	–	Sell	-304	Closed	-$55.4K	–	453
2025 Q2	$55.4K	Buy	304 +149	+96%	+$25.6K	0.01%	214
2025 Q1	$24.6K	Hold	155	–	–	0.01%	259
2024 Q4	$18.7K	Buy	+155	New	+$19.6K	﹤0.01%	291
2023 Q2	–	Sell	-50	Closed	-$4.86K	–	339
2023 Q1	$4.86K	Hold	50	–	–	﹤0.01%	306
2022 Q4	$5.06K	Hold	50	–	–	﹤0.01%	308
2022 Q3	$4K	Hold	50	–	–	﹤0.01%	342
2022 Q2	$4K	Sell	50 -270	-84%	-$27.5K	﹤0.01%	303
2022 Q1	$30K	Hold	320	–	–	0.01%	221
2021 Q4	$30K	Sell	320 -5,194	-94%	-$485K	0.01%	241
2021 Q3	$522K	Buy	5,514 +5,484	+18,280%	+$552K	0.17%	97
2021 Q2	$2K	Hold	30	–	–	﹤0.01%	377
2021 Q1	$2K	Hold	30	–	–	﹤0.01%	346
2020 Q4	$2K	Buy	+30	New	+$2.33K	﹤0.01%	303

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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

Bellwether Advisors's PM Position: Q3 2025 in Review

Bellwether Advisors sold out of Philip Morris (PM) in Q3 2025, closing a stake of 304 shares — an estimated $55.4K sold.

Bellwether Advisors first reported a position in PM in Q4 2020 and held it in 13 quarters. The position peaked at $522K in Q3 2021. 2,735 funds tracked by Wall St. Rank hold PM as of Q3 2025.

Bellwether Advisors reported no remaining Philip Morris position as of Q3 2025 after selling out during the quarter.
Bellwether Advisors sold 304 Philip Morris shares in Q3 2025, an estimated $55.4K.
Bellwether Advisors first reported a position in Philip Morris in Q4 2020 and held it in 13 quarters.
Bellwether Advisors's Philip Morris position peaked at $522K in Q3 2021.
2,735 funds tracked by Wall St. Rank held Philip Morris as of Q3 2025.

Based on Bellwether Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.