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Braun-Bostich & Associates’s Philip Morris PM Stock Holding History

Braun-Bostich & Associates’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
-1,205
Closed -$219K – 127
2025
Q2 		$219K Buy
+1,205
New +$207K 0.15% 110
2024
Q4 		– Sell
-1,872
Closed -$227K – 115
2024
Q3 		$227K Sell
1,872
-282
-13% -$32.8K 0.16% 103
2024
Q2 		$218K Buy
+2,154
New +$211K 0.16% 100

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 $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Braun-Bostich & Associates's PM Position: Q3 2025 in Review

Braun-Bostich & Associates sold out of Philip Morris (PM) in Q3 2025, closing a stake of 1,205 shares — an estimated $219K sold.

Braun-Bostich & Associates first reported a position in PM in Q2 2024 and held it in 3 quarters. The position peaked at $227K in Q3 2024. 2,736 funds tracked by Wall St. Rank hold PM as of Q3 2025.

  • Braun-Bostich & Associates reported no remaining Philip Morris position as of Q3 2025 after selling out during the quarter.
  • Braun-Bostich & Associates sold 1,205 Philip Morris shares in Q3 2025, an estimated $219K.
  • Braun-Bostich & Associates first reported a position in Philip Morris in Q2 2024 and held it in 3 quarters.
  • Braun-Bostich & Associates's Philip Morris position peaked at $227K in Q3 2024.
  • 2,736 funds tracked by Wall St. Rank held Philip Morris as of Q3 2025.

Based on Braun-Bostich & Associates's 13F filing for Q3 2025, filed 3 Nov 2025.