EWA
PM icon

Encompass Wealth Advisors’s Philip Morris PM Stock Holding History

Encompass Wealth 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 		– Sell
-1,171
Closed -$213K – 110
2025
Q2 		$213K Buy
+1,171
New +$201K 0.08% 99

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

Encompass Wealth Advisors's PM Position: Q3 2025 in Review

Encompass Wealth Advisors sold out of Philip Morris (PM) in Q3 2025, closing a stake of 1,171 shares — an estimated $213K sold.

Encompass Wealth Advisors first reported a position in PM in Q2 2025 and held it in 1 quarter. The position peaked at $213K in Q2 2025. 2,735 funds tracked by Wall St. Rank hold PM as of Q3 2025.

  • Encompass Wealth Advisors reported no remaining Philip Morris position as of Q3 2025 after selling out during the quarter.
  • Encompass Wealth Advisors sold 1,171 Philip Morris shares in Q3 2025, an estimated $213K.
  • Encompass Wealth Advisors first reported a position in Philip Morris in Q2 2025 and held it in 1 quarter.
  • Encompass Wealth Advisors's Philip Morris position peaked at $213K in Q2 2025.
  • 2,735 funds tracked by Wall St. Rank held Philip Morris as of Q3 2025.

Based on Encompass Wealth Advisors's 13F filing for Q3 2025, filed 22 Oct 2025.