FSA
PM icon

Financial Security Advisor’s Philip Morris PM Stock Holding History

Financial Security Advisor’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
2026
Q1 		$4.36M Buy
26,152
+949
+4% +$165K 0.8% 26
2025
Q4 		$4.08M Buy
25,203
+1,910
+8% +$296K 0.79% 26
2025
Q3 		$3.78M Buy
23,293
+2,590
+13% +$436K 0.8% 23
2025
Q2 		$3.8M Sell
20,703
-63
-0.3% -$10.8K 0.87% 23
2025
Q1 		$3.32M Buy
20,766
+131
+0.6% +$18.6K 0.84% 23
2024
Q4 		$2.48M Buy
20,635
+459
+2% +$57.9K 0.63% 25
2024
Q3 		$2.48M Sell
20,176
-341
-2% -$39.6K 0.62% 27
2024
Q2 		$2.11M Buy
20,517
+197
+1% +$19.3K 0.71% 26
2024
Q1 		$1.89M Buy
20,320
+334
+2% +$30.8K 0.66% 26
2023
Q4 		$1.91M Buy
19,986
+145
+0.7% +$13.4K 0.75% 24
2023
Q3 		$1.86M Buy
+19,841
New +$1.91M 0.86% 20

Other funds holding PM

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 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