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BridgePort Financial Solutions’s Philip Morris PM Stock Holding History

BridgePort Financial Solutions’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
Q4 		– Sell
-1,294
Closed -$210K – 253
2025
Q3 		$210K Buy
+1,294
New +$218K 0.06% 225

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

BridgePort Financial Solutions's PM Position: Q4 2025 in Review

BridgePort Financial Solutions sold out of Philip Morris (PM) in Q4 2025, closing a stake of 1,294 shares — an estimated $210K sold.

BridgePort Financial Solutions first reported a position in PM in Q3 2025 and held it in 1 quarter. The position peaked at $210K in Q3 2025. 2,807 funds tracked by Wall St. Rank hold PM as of Q4 2025.

  • BridgePort Financial Solutions reported no remaining Philip Morris position as of Q4 2025 after selling out during the quarter.
  • BridgePort Financial Solutions sold 1,294 Philip Morris shares in Q4 2025, an estimated $210K.
  • BridgePort Financial Solutions first reported a position in Philip Morris in Q3 2025 and held it in 1 quarter.
  • BridgePort Financial Solutions's Philip Morris position peaked at $210K in Q3 2025.
  • 2,807 funds tracked by Wall St. Rank held Philip Morris as of Q4 2025.

Based on BridgePort Financial Solutions's 13F filing for Q4 2025, filed 16 Jan 2026.