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Brass Tax Wealth Management’s Philip Morris PM Stock Holding History

Brass Tax Wealth Management’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 		$1.34M Buy
8,238
+1
+0% +$168 0.22% 52
2025
Q2 		$1.5M Buy
8,237
+183
+2% +$31.4K 0.29% 44
2025
Q1 		$1.28M Hold
8,054
– – 0.27% 47
2024
Q4 		$969K Buy
8,054
+189
+2% +$23.8K 0.2% 52
2024
Q3 		$955K Buy
+7,865
New +$914K 0.2% 51

Other funds holding PM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Brass Tax Wealth Management's PM Position: Q3 2025 in Review

Brass Tax Wealth Management increased its Philip Morris (PM) stake by 0.01% in Q3 2025, buying an estimated $168 and bringing the position to 8,238 shares worth $1.34M. The position accounts for 0.22% of the portfolio, ranked #52.

Brass Tax Wealth Management first reported a position in PM in Q3 2024 and has held it in 5 quarters since. The position peaked at $1.5M in Q2 2025. 2,731 funds tracked by Wall St. Rank hold PM as of Q3 2025.

  • Brass Tax Wealth Management held 8,238 shares of Philip Morris worth $1.34M as of Q3 2025.
  • Brass Tax Wealth Management bought 1 Philip Morris share in Q3 2025, an estimated $168.
  • Philip Morris made up 0.22% of Brass Tax Wealth Management's portfolio in Q3 2025, its #52 holding.
  • Brass Tax Wealth Management first reported a position in Philip Morris in Q3 2024 and has held it in 5 quarters since.
  • Brass Tax Wealth Management's Philip Morris position peaked at $1.5M in Q2 2025.
  • 2,731 funds tracked by Wall St. Rank held Philip Morris as of Q3 2025.

Based on Brass Tax Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.