Financial Counselors Inc’s Philip Morris PM Stock Holding History

Financial Counselors Inc’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 Q2	–	Sell	-296,290	Closed	-$47M	–	404
2025 Q1	$47M	Sell	296,290 -14,165	-5%	-$2.01M	0.71%	40
2024 Q4	$37.4M	Sell	310,455 -8,849	-3%	-$1.12M	0.55%	50
2024 Q3	$38.8M	Sell	319,304 -3,910	-1%	-$454K	0.57%	47
2024 Q2	$32.8M	Sell	323,214 -12,279	-4%	-$1.2M	0.53%	54
2024 Q1	$30.7M	Buy	335,493 +23,149	+7%	+$2.13M	0.52%	57
2023 Q4	$29.4M	Buy	312,344 +2,650	+0.9%	+$244K	0.52%	56
2023 Q3	$28.7M	Sell	309,694 -8,288	-3%	-$798K	0.57%	50
2023 Q2	$31M	Sell	317,982 -3,148	-1%	-$301K	0.63%	45
2023 Q1	$31.2M	Sell	321,130 -7,304	-2%	-$728K	0.67%	46
2022 Q4	$33.2M	Buy	328,434 +1,620	+0.5%	+$153K	0.75%	38
2022 Q3	$27.1M	Sell	326,814 -6,340	-2%	-$605K	0.67%	42
2022 Q2	$32.9M	Buy	333,154 +43,766	+15%	+$4.46M	0.77%	34
2022 Q1	$27.2M	Buy	289,388 +14,715	+5%	+$1.47M	0.56%	54
2021 Q4	$26.1M	Buy	274,673 +856	+0.3%	+$80K	0.54%	56
2021 Q3	$26M	Buy	273,817 +3,681	+1%	+$370K	0.56%	52
2021 Q2	$26.8M	Buy	270,136 +6,669	+3%	+$640K	0.58%	51
2021 Q1	$23.4M	Buy	263,467 +15,872	+6%	+$1.35M	0.54%	56
2020 Q4	$20.5M	Buy	247,595 +7,624	+3%	+$594K	0.51%	57
2020 Q3	$18M	Buy	239,971 +15,510	+7%	+$1.2M	0.53%	58
2020 Q2	$15.7M	Buy	224,461 +5,574	+3%	+$406K	0.5%	58
2020 Q1	$16M	Sell	218,887 -1,005	-0.5%	-$82.7K	0.71%	42
2019 Q4	$18.7M	Buy	219,892 +36	+0%	+$2.97K	0.67%	45
2019 Q3	$16.7M	Buy	219,856 +29,713	+16%	+$2.35M	0.66%	44
2019 Q2	$14.9M	Buy	190,143 +72	+0%	+$5.95K	0.61%	51
2019 Q1	$16.8M	Buy	190,071 +21,688	+13%	+$1.75M	0.71%	40
2018 Q4	$11.2M	Sell	168,383 -6,116	-4%	-$511K	0.55%	52
2018 Q3	$14.2M	Sell	174,499 -7,151	-4%	-$587K	0.62%	48
2018 Q2	$14.7M	Buy	181,650 +21,946	+14%	+$1.86M	0.68%	43
2018 Q1	$15.9M	Buy	159,704 +12,794	+9%	+$1.33M	0.76%	34
2017 Q4	$15.5M	Buy	146,910 +6,447	+5%	+$687K	0.71%	39
2017 Q3	$15.6M	Buy	140,463 +1,637	+1%	+$191K	0.76%	31
2017 Q2	$16.3M	Sell	138,826 -3,583	-3%	-$415K	0.81%	26
2017 Q1	$16.1M	Buy	142,409 +3,296	+2%	+$340K	0.82%	28
2016 Q4	$12.7M	Buy	+139,113	New	+$12.9M	0.68%	35
2016 Q2	$11.5M	Sell	112,937 -1,194	-1%	-$119K	0.69%	30
2016 Q1	$11.2M	Buy	114,131 +4,094	+4%	+$375K	0.69%	30
2015 Q4	$9.67M	Sell	110,037 -1,883	-2%	-$163K	0.62%	40
2015 Q3	$8.88M	Buy	111,920 +18,263	+19%	+$1.5M	0.61%	46
2015 Q2	$7.51M	Buy	93,657 +5,890	+7%	+$485K	0.48%	67
2015 Q1	$6.61M	Buy	87,767 +48,328	+123%	+$3.92M	0.41%	82
2014 Q4	$3.21M	Buy	39,439 +4,684	+13%	+$402K	0.2%	153
2014 Q3	$2.9M	Sell	34,755 -1,102	-3%	-$93.2K	0.2%	154
2014 Q2	$3.02M	Buy	35,857 +601	+2%	+$51.7K	0.21%	145
2014 Q1	$2.89M	Buy	35,256 +5,096	+17%	+$412K	0.21%	146
2013 Q4	$2.63M	Buy	30,160 +970	+3%	+$84.7K	0.2%	154
2013 Q3	$2.53M	Buy	29,190 +960	+3%	+$83.9K	0.21%	146
2013 Q2	$2.44M	Buy	+28,230	New	+$2.62M	0.2%	144

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Financial Counselors Inc's PM Position: Q2 2025 in Review

Financial Counselors Inc sold out of Philip Morris (PM) in Q2 2025, closing a stake of 296,290 shares — an estimated $47M sold.

Financial Counselors Inc first reported a position in PM in Q2 2013 and held it in 47 quarters. The position peaked at $47M in Q1 2025. 2,842 funds tracked by Wall St. Rank hold PM as of Q2 2025.

Financial Counselors Inc reported no remaining Philip Morris position as of Q2 2025 after selling out during the quarter.
Financial Counselors Inc sold 296,290 Philip Morris shares in Q2 2025, an estimated $47M.
Financial Counselors Inc first reported a position in Philip Morris in Q2 2013 and held it in 47 quarters.
Financial Counselors Inc's Philip Morris position peaked at $47M in Q1 2025.
2,842 funds tracked by Wall St. Rank held Philip Morris as of Q2 2025.

Based on Financial Counselors Inc's 13F filing for Q2 2025, filed 1 Aug 2025.