Clune & Associates’s Philip Morris PM Stock Holding History

Clune & 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	-1,099	Closed	-$200K	–	162
2025 Q2	$200K	Buy	+1,099	New	+$189K	0.05%	155

Other funds holding PM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Clune & Associates's PM Position: Q3 2025 in Review

Clune & Associates sold out of Philip Morris (PM) in Q3 2025, closing a stake of 1,099 shares — an estimated $200K sold.

Clune & Associates first reported a position in PM in Q2 2025 and held it in 1 quarter. The position peaked at $200K in Q2 2025. 2,736 funds tracked by Wall St. Rank hold PM as of Q3 2025.

Clune & Associates reported no remaining Philip Morris position as of Q3 2025 after selling out during the quarter.
Clune & Associates sold 1,099 Philip Morris shares in Q3 2025, an estimated $200K.
Clune & Associates first reported a position in Philip Morris in Q2 2025 and held it in 1 quarter.
Clune & Associates's Philip Morris position peaked at $200K in Q2 2025.
2,736 funds tracked by Wall St. Rank held Philip Morris as of Q3 2025.

Based on Clune & Associates's 13F filing for Q3 2025, filed 17 Oct 2025.