Disciplined Equity Management’s Philip Morris PM Stock Holding History

Disciplined Equity Management’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	-250	Closed	-$43.3K	–	61
2025 Q2	$43.3K	Hold	250	–	–	0.03%	52
2025 Q1	$38.8K	Sell	250 -9,960	-98%	-$1.41M	0.03%	52
2024 Q4	$1.23M	Hold	10,210	–	–	0.8%	22
2024 Q3	$1.24M	Sell	10,210 -280	-3%	-$32.5K	0.78%	19
2024 Q2	$1.06M	Hold	10,490	–	–	0.7%	22
2024 Q1	$961K	Buy	10,490 +10	+0.1%	+$922	0.64%	29
2023 Q4	$986K	Buy	10,480 +400	+4%	+$36.9K	0.68%	28
2023 Q3	$933K	Hold	10,080	–	–	0.78%	26
2023 Q2	$984K	Hold	10,080	–	–	0.8%	23
2023 Q1	$980K	Buy	10,080 +50	+0.5%	+$4.98K	0.83%	21
2022 Q4	$1.01M	Hold	10,030	–	–	0.9%	19
2022 Q3	$833K	Sell	10,030 -110	-1%	-$10.5K	0.82%	23
2022 Q2	$1M	Buy	10,140 +190	+2%	+$19.4K	0.91%	18
2022 Q1	$935K	Sell	9,950 -510	-5%	-$51K	0.94%	23
2021 Q4	$994K	Buy	+10,460	New	+$978K	0.96%	20

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 $3.37T AUM 44.26% 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

Disciplined Equity Management's PM Position: Q3 2025 in Review

Disciplined Equity Management sold out of Philip Morris (PM) in Q3 2025, closing a stake of 250 shares — an estimated $43.3K sold.

Disciplined Equity Management first reported a position in PM in Q4 2021 and held it in 15 quarters. The position peaked at $1.24M in Q3 2024. 2,735 funds tracked by Wall St. Rank hold PM as of Q3 2025.

Disciplined Equity Management reported no remaining Philip Morris position as of Q3 2025 after selling out during the quarter.
Disciplined Equity Management sold 250 Philip Morris shares in Q3 2025, an estimated $43.3K.
Disciplined Equity Management first reported a position in Philip Morris in Q4 2021 and held it in 15 quarters.
Disciplined Equity Management's Philip Morris position peaked at $1.24M in Q3 2024.
2,735 funds tracked by Wall St. Rank held Philip Morris as of Q3 2025.

Based on Disciplined Equity Management's 13F filing for Q3 2025, filed 22 Oct 2025.