Evolution Advisers’s Philip Morris PM Stock Holding History

Evolution Advisers’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 Q1	–	Sell	-43	Closed	-$5K	–	174
2024 Q4	$5K	Buy	43 +32	+291%	+$4.04K	﹤0.01%	140
2024 Q3	$1K	Hold	11	–	–	﹤0.01%	160
2024 Q2	$1K	Sell	11 -67	-86%	-$6.55K	﹤0.01%	152
2024 Q1	$8K	Hold	78	–	–	﹤0.01%	138
2023 Q4	$7K	Buy	+78	New	+$7.19K	﹤0.01%	169
2023 Q3	–	Sell	-78	Closed	-$7K	–	158
2023 Q2	$7K	Hold	78	–	–	﹤0.01%	121
2023 Q1	$7K	Hold	78	–	–	0.01%	118
2022 Q4	$7K	Hold	78	–	–	0.01%	127
2022 Q3	$6K	Hold	78	–	–	0.01%	116
2022 Q2	$7K	Hold	78	–	–	0.01%	117
2022 Q1	$7K	Hold	78	–	–	0.01%	116
2021 Q4	$7K	Buy	+78	New	+$7.29K	0.01%	101

Other funds holding PM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Evolution Advisers's PM Position: Q1 2025 in Review

Evolution Advisers sold out of Philip Morris (PM) in Q1 2025, closing a stake of 43 shares — an estimated $5K sold.

Evolution Advisers first reported a position in PM in Q4 2021 and held it in 12 quarters. The position peaked at $8K in Q1 2024. 2,708 funds tracked by Wall St. Rank hold PM as of Q1 2025.

Evolution Advisers reported no remaining Philip Morris position as of Q1 2025 after selling out during the quarter.
Evolution Advisers sold 43 Philip Morris shares in Q1 2025, an estimated $5K.
Evolution Advisers first reported a position in Philip Morris in Q4 2021 and held it in 12 quarters.
Evolution Advisers's Philip Morris position peaked at $8K in Q1 2024.
2,708 funds tracked by Wall St. Rank held Philip Morris as of Q1 2025.

Based on Evolution Advisers's 13F filing for Q1 2025, filed 9 May 2025.