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Fiduciary Wealth Partners’s Philip Morris PM Stock Holding History

Fiduciary Wealth Partners’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
-1,211
Closed -$221K – 99
2025
Q2 		$221K Buy
1,211
+510
+73% +$87.6K 0.21% 47
2025
Q1 		$111K Buy
+701
New +$99.3K 0.1% 51

Other funds holding PM

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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 $3.38T AUM 44.17% 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

Fiduciary Wealth Partners's PM Position: Q3 2025 in Review

Fiduciary Wealth Partners sold out of Philip Morris (PM) in Q3 2025, closing a stake of 1,211 shares — an estimated $221K sold.

Fiduciary Wealth Partners first reported a position in PM in Q1 2025 and held it in 2 quarters. The position peaked at $221K in Q2 2025. 2,736 funds tracked by Wall St. Rank hold PM as of Q3 2025.

  • Fiduciary Wealth Partners reported no remaining Philip Morris position as of Q3 2025 after selling out during the quarter.
  • Fiduciary Wealth Partners sold 1,211 Philip Morris shares in Q3 2025, an estimated $221K.
  • Fiduciary Wealth Partners first reported a position in Philip Morris in Q1 2025 and held it in 2 quarters.
  • Fiduciary Wealth Partners's Philip Morris position peaked at $221K in Q2 2025.
  • 2,736 funds tracked by Wall St. Rank held Philip Morris as of Q3 2025.

Based on Fiduciary Wealth Partners's 13F filing for Q3 2025, filed 28 Oct 2025.