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Donoghue Forlines’s Philip Morris PM Stock Holding History

Donoghue Forlines’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
-14,740
Closed -$2.68M – 126
2025
Q2 		$2.68M Sell
14,740
-140
-0.9% -$24K 0.77% 51
2025
Q1 		$2.36M Buy
14,880
+2,340
+19% +$331K 0.75% 23
2024
Q4 		$1.51M Buy
+12,540
New +$1.58M 0.5% 70
2022
Q4 		– Sell
-2,704
Closed -$224K – 263
2022
Q3 		$224K Sell
2,704
-5,776
-68% -$551K 0.08% 213
2022
Q2 		$837K Sell
8,480
-1,274
-13% -$130K 0.22% 115
2022
Q1 		$916K Buy
+9,754
New +$976K 0.2% 154
2021
Q1 		– Sell
-13,028
Closed -$1.08M – 285
2020
Q4 		$1.08M Sell
13,028
-1,500
-10% -$117K 0.21% 136
2020
Q3 		$1.09M Buy
+14,528
New +$1.12M 0.3% 113
2020
Q2 		– Sell
-9,352
Closed -$682K – 97
2020
Q1 		$682K Sell
9,352
-55,523
-86% -$4.57M 0.15% 40
2019
Q4 		$5.52M Buy
+64,875
New +$5.35M 0.86% 18
2018
Q4 		– Sell
-168,307
Closed -$13.7M – 119
2018
Q3 		$13.7M Sell
168,307
-34,304
-17% -$2.82M 1.07% 33
2018
Q2 		$16.4M Buy
202,611
+37,389
+23% +$3.17M 1.35% 25
2018
Q1 		$16.4M Sell
165,222
-1,814
-1% -$189K 1.42% 41
2017
Q4 		$17.6M Buy
167,036
+29,005
+21% +$3.09M 1.34% 42
2017
Q3 		$15.3M Buy
138,031
+5,168
+4% +$601K 1.61% 49
2017
Q2 		$15.6M Buy
+132,863
New +$15.4M 1.77% 41

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 $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Donoghue Forlines's PM Position: Q3 2025 in Review

Donoghue Forlines sold out of Philip Morris (PM) in Q3 2025, closing a stake of 14,740 shares — an estimated $2.68M sold.

Donoghue Forlines first reported a position in PM in Q2 2017 and held it in 16 quarters. The position peaked at $17.6M in Q4 2017. 2,735 funds tracked by Wall St. Rank hold PM as of Q3 2025.

  • Donoghue Forlines reported no remaining Philip Morris position as of Q3 2025 after selling out during the quarter.
  • Donoghue Forlines sold 14,740 Philip Morris shares in Q3 2025, an estimated $2.68M.
  • Donoghue Forlines first reported a position in Philip Morris in Q2 2017 and held it in 16 quarters.
  • Donoghue Forlines's Philip Morris position peaked at $17.6M in Q4 2017.
  • 2,735 funds tracked by Wall St. Rank held Philip Morris as of Q3 2025.

Based on Donoghue Forlines's 13F filing for Q3 2025, filed 29 Oct 2025.