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Financial Advocates Investment Management’s Philip Morris PM Stock Holding History

Financial Advocates Investment Management’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
-7,817
Closed -$1.42M – 438
2025
Q2 		$1.42M Sell
7,817
-5,213
-40% -$895K 0.12% 171
2025
Q1 		$2.07M Buy
13,030
+237
+2% +$33.6K 0.15% 158
2024
Q4 		$1.54M Sell
12,793
-676
-5% -$85.3K 0.09% 214
2024
Q3 		$1.64M Sell
13,469
-719
-5% -$83.5K 0.09% 210
2024
Q2 		$1.44M Sell
14,188
-1,484
-9% -$145K 0.09% 216
2024
Q1 		$1.44M Buy
15,672
+317
+2% +$29.2K 0.08% 238
2023
Q4 		$1.44M Sell
15,355
-918
-6% -$84.6K 0.09% 214
2023
Q3 		$1.51M Sell
16,273
-632
-4% -$60.8K 0.11% 206
2023
Q2 		$1.65M Buy
16,905
+571
+3% +$54.6K 0.12% 189
2023
Q1 		$1.59M Sell
16,334
-259
-2% -$25.8K 0.11% 207
2022
Q4 		$1.68M Sell
16,593
-376
-2% -$35.5K 0.13% 198
2022
Q3 		$1.41M Buy
16,969
+4,656
+38% +$444K 0.12% 196
2022
Q2 		$1.22M Buy
12,313
+7,387
+150% +$753K 0.1% 233
2022
Q1 		$463K Sell
4,926
-1,201
-20% -$120K 0.03% 463
2021
Q4 		$582K Buy
6,127
+161
+3% +$15K 0.04% 448
2021
Q3 		$565K Sell
5,966
-443
-7% -$44.6K 0.04% 453
2021
Q2 		$635K Sell
6,409
-897
-12% -$86.1K 0.04% 425
2021
Q1 		$649K Buy
7,306
+414
+6% +$35.2K 0.05% 421
2020
Q4 		$571K Buy
6,892
+271
+4% +$21.1K 0.04% 420
2020
Q3 		$496K Buy
6,621
+1,603
+32% +$124K 0.04% 382
2020
Q2 		$352K Sell
5,018
-258
-5% -$18.8K 0.03% 428
2020
Q1 		$385K Buy
5,276
+1,492
+39% +$123K 0.05% 318
2019
Q4 		$322K Buy
3,784
+35
+0.9% +$2.88K 0.03% 386
2019
Q3 		$284K Buy
3,749
+158
+4% +$12.5K 0.03% 389
2019
Q2 		$282K Sell
3,591
-3,060
-46% -$253K 0.03% 380
2019
Q1 		$588K Buy
6,651
+1,030
+18% +$83K 0.07% 244
2018
Q4 		$375K Sell
5,621
-597
-10% -$49.9K 0.05% 293
2018
Q3 		$507K Buy
6,218
+184
+3% +$15.1K 0.06% 284
2018
Q2 		$484K Sell
6,034
-3,147
-34% -$267K 0.06% 267
2018
Q1 		$913K Buy
9,181
+1,446
+19% +$151K 0.12% 178
2017
Q4 		$817K Buy
+7,735
New +$824K 0.11% 193

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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 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 $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Financial Advocates Investment Management's PM Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of Philip Morris (PM) in Q3 2025, closing a stake of 7,817 shares — an estimated $1.42M sold.

Financial Advocates Investment Management first reported a position in PM in Q4 2017 and held it in 31 quarters. The position peaked at $2.07M in Q1 2025. 2,732 funds tracked by Wall St. Rank hold PM as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining Philip Morris position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 7,817 Philip Morris shares in Q3 2025, an estimated $1.42M.
  • Financial Advocates Investment Management first reported a position in Philip Morris in Q4 2017 and held it in 31 quarters.
  • Financial Advocates Investment Management's Philip Morris position peaked at $2.07M in Q1 2025.
  • 2,732 funds tracked by Wall St. Rank held Philip Morris as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.