Blue Barn Wealth’s Philip Morris PM Stock Holding History

Blue Barn 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 Q3	–	Sell	-1,308	Closed	-$238K	–	179
2025 Q2	$238K	Buy	+1,308	New	+$225K	0.11%	132
2024 Q1	–	Sell	-2,294	Closed	-$216K	–	146
2023 Q4	$216K	Sell	2,294 -1,461	-39%	-$135K	0.13%	107
2023 Q3	$348K	Sell	3,755 -31	-0.8%	-$2.98K	0.23%	78
2023 Q2	$370K	Sell	3,786 -186	-5%	-$17.8K	0.24%	74
2023 Q1	$386K	Buy	3,972 +973	+32%	+$97K	0.24%	74
2022 Q4	$304K	Sell	2,999 -817	-21%	-$77.1K	0.2%	79
2022 Q3	$317K	Buy	3,816 +708	+23%	+$67.5K	0.23%	68
2022 Q2	$307K	Sell	3,108 -156	-5%	-$15.9K	0.24%	73
2022 Q1	$307K	Buy	3,264 +260	+9%	+$26K	0.21%	79
2021 Q4	$285K	Sell	3,004 -10	-0.3%	-$935	0.19%	82
2021 Q3	$286K	Buy	+3,014	New	+$303K	0.25%	72

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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Blue Barn Wealth's PM Position: Q3 2025 in Review

Blue Barn Wealth sold out of Philip Morris (PM) in Q3 2025, closing a stake of 1,308 shares — an estimated $238K sold.

Blue Barn Wealth first reported a position in PM in Q3 2021 and held it in 11 quarters. The position peaked at $386K in Q1 2023. 2,731 funds tracked by Wall St. Rank hold PM as of Q3 2025.

Blue Barn Wealth reported no remaining Philip Morris position as of Q3 2025 after selling out during the quarter.
Blue Barn Wealth sold 1,308 Philip Morris shares in Q3 2025, an estimated $238K.
Blue Barn Wealth first reported a position in Philip Morris in Q3 2021 and held it in 11 quarters.
Blue Barn Wealth's Philip Morris position peaked at $386K in Q1 2023.
2,731 funds tracked by Wall St. Rank held Philip Morris as of Q3 2025.

Based on Blue Barn Wealth's 13F filing for Q3 2025, filed 14 Nov 2025.