Court Place Advisors’s Philip Morris PM Stock Holding History

Court Place 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	$291K	Hold	1,795	–	–	0.09%	120
2025 Q2	$327K	Hold	1,795	–	–	0.1%	117
2025 Q1	$285K	Hold	1,795	–	–	0.09%	127
2024 Q4	$216K	Hold	1,795	–	–	0.07%	141
2024 Q3	$218K	Buy	+1,795	New	+$209K	0.06%	158
2019 Q2	–	Sell	-2,312	Closed	-$204K	–	184
2019 Q1	$204K	Buy	+2,312	New	+$186K	0.08%	172
2018 Q2	–	Sell	-2,307	Closed	-$229K	–	177
2018 Q1	$229K	Buy	+2,307	New	+$240K	0.1%	153
2017 Q4	–	Sell	-1,857	Closed	-$206K	–	171
2017 Q3	$206K	Buy	1,857 +30	+2%	+$3.49K	0.09%	161
2017 Q2	$215K	Hold	1,827	–	–	0.1%	152
2017 Q1	$206K	Buy	+1,827	New	+$188K	0.1%	150

Other funds holding PM

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Court Place Advisors's PM Position: Q3 2025 in Review

Court Place Advisors held its Philip Morris (PM) position steady in Q3 2025 at 1,795 shares worth $291K. The position accounts for 0.09% of the portfolio, ranked #120.

Court Place Advisors first reported a position in PM in Q1 2017 and has held it in 10 quarters since. The position peaked at $327K in Q2 2025. 2,731 funds tracked by Wall St. Rank hold PM as of Q3 2025.

Court Place Advisors held 1,795 shares of Philip Morris worth $291K as of Q3 2025.
Court Place Advisors left its Philip Morris share count unchanged in Q3 2025.
Philip Morris made up 0.09% of Court Place Advisors's portfolio in Q3 2025, its #120 holding.
Court Place Advisors first reported a position in Philip Morris in Q1 2017 and has held it in 10 quarters since.
Court Place Advisors's Philip Morris position peaked at $327K in Q2 2025.
2,731 funds tracked by Wall St. Rank held Philip Morris as of Q3 2025.

Based on Court Place Advisors's 13F filing for Q3 2025, filed 25 Nov 2025.