DACG
PM icon

Donor Advised Charitable Giving’s Philip Morris PM Stock Holding History

Donor Advised Charitable Giving’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
Q4 		– Sell
-8,500
Closed -$1.38M – 49
2025
Q3 		$1.38M Hold
8,500
– – 0.03% 17
2025
Q2 		$1.55M Buy
+8,500
New +$1.46M 0.03% 16

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 $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Donor Advised Charitable Giving's PM Position: Q4 2025 in Review

Donor Advised Charitable Giving sold out of Philip Morris (PM) in Q4 2025, closing a stake of 8,500 shares — an estimated $1.38M sold.

Donor Advised Charitable Giving first reported a position in PM in Q2 2025 and held it in 2 quarters. The position peaked at $1.55M in Q2 2025. 2,809 funds tracked by Wall St. Rank hold PM as of Q4 2025.

  • Donor Advised Charitable Giving reported no remaining Philip Morris position as of Q4 2025 after selling out during the quarter.
  • Donor Advised Charitable Giving sold 8,500 Philip Morris shares in Q4 2025, an estimated $1.38M.
  • Donor Advised Charitable Giving first reported a position in Philip Morris in Q2 2025 and held it in 2 quarters.
  • Donor Advised Charitable Giving's Philip Morris position peaked at $1.55M in Q2 2025.
  • 2,809 funds tracked by Wall St. Rank held Philip Morris as of Q4 2025.

Based on Donor Advised Charitable Giving's 13F filing for Q4 2025, filed 23 Jan 2026.