Blueprint Investment Partners’s Philip Morris PM Stock Holding History

Blueprint Investment Partners’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 Q2	–	Sell	-11,100	Closed	-$1.76M	–	94
2025 Q1	$1.76M	Sell	11,100 -502	-4%	-$71.1K	0.32%	50
2024 Q4	$1.4M	Buy	11,602 +6,084	+110%	+$768K	0.22%	66
2024 Q3	$670K	Sell	5,518 -63	-1%	-$7.32K	0.12%	88
2024 Q2	$566K	Buy	+5,581	New	+$546K	0.12%	75
2023 Q2	–	Sell	-6,657	Closed	-$647K	–	204
2023 Q1	$647K	Sell	6,657 -1,962	-23%	-$196K	0.15%	90
2022 Q4	$872K	Buy	+8,619	New	+$813K	0.18%	88
2022 Q3	–	Sell	-7,438	Closed	-$734K	–	180
2022 Q2	$734K	Buy	7,438 +1,457	+24%	+$149K	0.2%	72
2022 Q1	$562K	Buy	5,981 +5,007	+514%	+$501K	0.14%	96
2021 Q4	$92.5K	Sell	974 -1,523	-61%	-$142K	0.02%	238
2021 Q3	$237K	Buy	+2,497	New	+$251K	0.12%	120

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Blueprint Investment Partners's PM Position: Q2 2025 in Review

Blueprint Investment Partners sold out of Philip Morris (PM) in Q2 2025, closing a stake of 11,100 shares — an estimated $1.76M sold.

Blueprint Investment Partners first reported a position in PM in Q3 2021 and held it in 10 quarters. The position peaked at $1.76M in Q1 2025. 2,842 funds tracked by Wall St. Rank hold PM as of Q2 2025.

Blueprint Investment Partners reported no remaining Philip Morris position as of Q2 2025 after selling out during the quarter.
Blueprint Investment Partners sold 11,100 Philip Morris shares in Q2 2025, an estimated $1.76M.
Blueprint Investment Partners first reported a position in Philip Morris in Q3 2021 and held it in 10 quarters.
Blueprint Investment Partners's Philip Morris position peaked at $1.76M in Q1 2025.
2,842 funds tracked by Wall St. Rank held Philip Morris as of Q2 2025.

Based on Blueprint Investment Partners's 13F filing for Q2 2025, filed 12 Aug 2025.