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Diligent Investors’s Philip Morris PM Stock Holding History

Diligent Investors’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
Q2 		– Sell
-1,709
Closed -$271K – 372
2025
Q1 		$271K Buy
1,709
+5
+0.3% +$708 0.07% 297
2024
Q4 		$205K Sell
1,704
-26
-2% -$3.28K 0.05% 349
2024
Q3 		$210K Buy
+1,730
New +$201K 0.05% 332
2023
Q3 		– Sell
-2,067
Closed -$202K – 306
2023
Q2 		$202K Buy
2,067
+6
+0.3% +$573 0.06% 266
2023
Q1 		$200K Buy
2,061
+5
+0.2% +$498 0.06% 265
2022
Q4 		$208K Buy
+2,056
New +$194K 0.07% 255

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Diligent Investors's PM Position: Q2 2025 in Review

Diligent Investors sold out of Philip Morris (PM) in Q2 2025, closing a stake of 1,709 shares — an estimated $271K sold.

Diligent Investors first reported a position in PM in Q4 2022 and held it in 6 quarters. The position peaked at $271K in Q1 2025. 2,842 funds tracked by Wall St. Rank hold PM as of Q2 2025.

  • Diligent Investors reported no remaining Philip Morris position as of Q2 2025 after selling out during the quarter.
  • Diligent Investors sold 1,709 Philip Morris shares in Q2 2025, an estimated $271K.
  • Diligent Investors first reported a position in Philip Morris in Q4 2022 and held it in 6 quarters.
  • Diligent Investors's Philip Morris position peaked at $271K in Q1 2025.
  • 2,842 funds tracked by Wall St. Rank held Philip Morris as of Q2 2025.

Based on Diligent Investors's 13F filing for Q2 2025, filed 22 Jul 2025.