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Financial Gravity Companies’s Philip Morris PM Stock Holding History

Financial Gravity Companies’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 		$3.46K Buy
+19
New +$3.26K ﹤0.01% 709
2024
Q4 		$11.9K Hold
99
– – ﹤0.01% 532
2024
Q3 		$12K Buy
+99
New +$11.5K ﹤0.01% 329
2018
Q4 		$6K Buy
+76
New +$6.35K 0.01% 676
2018
Q1 		$3K Sell
43
-6
-12% -$625 ﹤0.01% 872
2017
Q4 		$5K Buy
+49
New +$5.22K 0.01% 726

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Financial Gravity Companies's PM Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in Philip Morris (PM) in Q2 2025: 19 shares worth $3.46K. The stake represents ﹤0.01% of the portfolio and ranks #709 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in PM as recently as Q4 2024.

Financial Gravity Companies first reported a position in PM in Q4 2017 and has held it in 6 quarters since. The position peaked at $12K in Q3 2024. 2,842 funds tracked by Wall St. Rank hold PM as of Q2 2025.

  • Financial Gravity Companies held 19 shares of Philip Morris worth $3.46K as of Q2 2025.
  • Philip Morris was a new Financial Gravity Companies position in Q2 2025.
  • Philip Morris made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2025, its #709 holding.
  • Financial Gravity Companies first reported a position in Philip Morris in Q4 2017 and has held it in 6 quarters since.
  • Financial Gravity Companies's Philip Morris position peaked at $12K in Q3 2024.
  • 2,842 funds tracked by Wall St. Rank held Philip Morris as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.