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Briaud Financial Planning’s Philip Morris PM Stock Holding History

Briaud Financial Planning’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
-165
Closed -$30K – 264
2025
Q2 		$30K Buy
165
+120
+267% +$20.6K 0.01% 132
2025
Q1 		$7K Hold
45
– – ﹤0.01% 147
2024
Q4 		$5K Hold
45
– – ﹤0.01% 158
2024
Q3 		$5K Buy
+45
New +$5.23K ﹤0.01% 119

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

Briaud Financial Planning's PM Position: Q3 2025 in Review

Briaud Financial Planning sold out of Philip Morris (PM) in Q3 2025, closing a stake of 165 shares — an estimated $30K sold.

Briaud Financial Planning first reported a position in PM in Q3 2024 and held it in 4 quarters. The position peaked at $30K in Q2 2025. 2,736 funds tracked by Wall St. Rank hold PM as of Q3 2025.

  • Briaud Financial Planning reported no remaining Philip Morris position as of Q3 2025 after selling out during the quarter.
  • Briaud Financial Planning sold 165 Philip Morris shares in Q3 2025, an estimated $30K.
  • Briaud Financial Planning first reported a position in Philip Morris in Q3 2024 and held it in 4 quarters.
  • Briaud Financial Planning's Philip Morris position peaked at $30K in Q2 2025.
  • 2,736 funds tracked by Wall St. Rank held Philip Morris as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.