Financial Insights’s Philip Morris PM Stock Holding History

Financial Insights’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 Q4	–	Sell	-1,313	Closed	-$213K	–	142
2025 Q3	$213K	Buy	+1,313	New	+$221K	0.07%	134

Other funds holding PM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Financial Insights's PM Position: Q4 2025 in Review

Financial Insights sold out of Philip Morris (PM) in Q4 2025, closing a stake of 1,313 shares — an estimated $213K sold.

Financial Insights first reported a position in PM in Q3 2025 and held it in 1 quarter. The position peaked at $213K in Q3 2025. 2,812 funds tracked by Wall St. Rank hold PM as of Q4 2025.

Financial Insights reported no remaining Philip Morris position as of Q4 2025 after selling out during the quarter.
Financial Insights sold 1,313 Philip Morris shares in Q4 2025, an estimated $213K.
Financial Insights first reported a position in Philip Morris in Q3 2025 and held it in 1 quarter.
Financial Insights's Philip Morris position peaked at $213K in Q3 2025.
2,812 funds tracked by Wall St. Rank held Philip Morris as of Q4 2025.

Based on Financial Insights's 13F filing for Q4 2025, filed 1 Apr 2026.