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Bristlecone Advisors’s Philip Morris PM Stock Holding History

Bristlecone Advisors’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 		$376K Sell
2,320
-69
-3% -$11.6K 0.03% 184
2025
Q2 		$435K Sell
2,389
-842
-26% -$145K 0.04% 164
2025
Q1 		$513K Sell
3,231
-30
-0.9% -$4.25K 0.04% 196
2024
Q4 		$392K Hold
3,261
– – 0.03% 216
2024
Q3 		$396K Buy
3,261
+30
+0.9% +$3.49K 0.03% 203
2024
Q2 		$327K Buy
3,231
+50
+2% +$4.89K 0.03% 222
2024
Q1 		$291K Sell
3,181
-350
-10% -$32.3K 0.03% 233
2023
Q4 		$332K Sell
3,531
-227
-6% -$20.9K 0.03% 215
2023
Q3 		$348K Hold
3,758
– – 0.04% 197
2023
Q2 		$367K Buy
3,758
+300
+9% +$28.7K 0.04% 200
2023
Q1 		$336K Buy
+3,458
New +$345K 0.04% 206
2020
Q1 		– Sell
-4,770
Closed -$406K – 193
2019
Q4 		$406K Buy
+4,770
New +$393K 0.08% 148
2019
Q3 		– Sell
-4,452
Closed -$350K – 170
2019
Q2 		$350K Buy
+4,452
New +$368K 0.08% 143
2017
Q4 		– Sell
-290
Closed -$32K – 238
2017
Q3 		$32K Buy
+290
New +$33.8K 0.01% 221

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

Bristlecone Advisors's PM Position: Q3 2025 in Review

Bristlecone Advisors reduced its Philip Morris (PM) stake by 2.9% in Q3 2025, selling an estimated $11.6K and leaving 2,320 shares worth $376K. The position accounts for 0.03% of the portfolio, ranked #184.

Bristlecone Advisors first reported a position in PM in Q3 2017 and has held it in 14 quarters since. The position peaked at $513K in Q1 2025. 2,731 funds tracked by Wall St. Rank hold PM as of Q3 2025.

  • Bristlecone Advisors held 2,320 shares of Philip Morris worth $376K as of Q3 2025.
  • Bristlecone Advisors sold 69 Philip Morris shares in Q3 2025, an estimated $11.6K.
  • Philip Morris made up 0.03% of Bristlecone Advisors's portfolio in Q3 2025, its #184 holding.
  • Bristlecone Advisors first reported a position in Philip Morris in Q3 2017 and has held it in 14 quarters since.
  • Bristlecone Advisors's Philip Morris position peaked at $513K in Q1 2025.
  • 2,731 funds tracked by Wall St. Rank held Philip Morris as of Q3 2025.

Based on Bristlecone Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.