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Financial Partners Group (Tennessee)’s Philip Morris PM Stock Holding History

Financial Partners Group (Tennessee)’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
-1,497
Closed -$238K – 92
2025
Q1 		$238K Buy
+1,497
New +$212K 0.1% 78

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BlackRock
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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 Partners Group (Tennessee)'s PM Position: Q2 2025 in Review

Financial Partners Group (Tennessee) sold out of Philip Morris (PM) in Q2 2025, closing a stake of 1,497 shares — an estimated $238K sold.

Financial Partners Group (Tennessee) first reported a position in PM in Q1 2025 and held it in 1 quarter. The position peaked at $238K in Q1 2025. 2,842 funds tracked by Wall St. Rank hold PM as of Q2 2025.

  • Financial Partners Group (Tennessee) reported no remaining Philip Morris position as of Q2 2025 after selling out during the quarter.
  • Financial Partners Group (Tennessee) sold 1,497 Philip Morris shares in Q2 2025, an estimated $238K.
  • Financial Partners Group (Tennessee) first reported a position in Philip Morris in Q1 2025 and held it in 1 quarter.
  • Financial Partners Group (Tennessee)'s Philip Morris position peaked at $238K in Q1 2025.
  • 2,842 funds tracked by Wall St. Rank held Philip Morris as of Q2 2025.

Based on Financial Partners Group (Tennessee)'s 13F filing for Q2 2025, filed 17 Jul 2025.