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Financial Council’s Philip Morris PM Stock Holding History

Financial Council’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
-1,137
Closed -$207K – 97
2025
Q2 		$207K Buy
+1,137
New +$195K 0.1% 89
2022
Q1 		– Sell
-2,996
Closed -$285K – 46
2021
Q4 		$285K Buy
2,996
+7
+0.2% +$654 0.34% 36
2021
Q3 		$283K Buy
+2,989
New +$301K 0.4% 35

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 $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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 Council's PM Position: Q3 2025 in Review

Financial Council sold out of Philip Morris (PM) in Q3 2025, closing a stake of 1,137 shares — an estimated $207K sold.

Financial Council first reported a position in PM in Q3 2021 and held it in 3 quarters. The position peaked at $285K in Q4 2021. 2,731 funds tracked by Wall St. Rank hold PM as of Q3 2025.

  • Financial Council reported no remaining Philip Morris position as of Q3 2025 after selling out during the quarter.
  • Financial Council sold 1,137 Philip Morris shares in Q3 2025, an estimated $207K.
  • Financial Council first reported a position in Philip Morris in Q3 2021 and held it in 3 quarters.
  • Financial Council's Philip Morris position peaked at $285K in Q4 2021.
  • 2,731 funds tracked by Wall St. Rank held Philip Morris as of Q3 2025.

Based on Financial Council's 13F filing for Q3 2025, filed 15 Oct 2025.