Financial Synergies Wealth Advisors’s Philip Morris PM Stock Holding History

Financial Synergies Wealth Advisors’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 Q3	–	Sell	-1,122	Closed	-$204K	–	95
2025 Q2	$204K	Buy	+1,122	New	+$193K	0.02%	89
2024 Q2	–	Sell	-799	Closed	-$73.2K	–	358
2024 Q1	$73.2K	Buy	799 +586	+275%	+$54K	0.01%	109
2023 Q4	$21.6K	Sell	213 -579	-73%	-$53.3K	﹤0.01%	135
2023 Q3	$73.4K	Buy	792 +202	+34%	+$19.4K	0.01%	95
2023 Q2	$57.6K	Sell	590 -95	-14%	-$9.08K	0.01%	104
2023 Q1	$66.6K	Buy	685 +472	+222%	+$47K	0.01%	100
2022 Q4	$21.6K	Buy	+213	New	+$20.1K	﹤0.01%	135

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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Financial Synergies Wealth Advisors's PM Position: Q3 2025 in Review

Financial Synergies Wealth Advisors sold out of Philip Morris (PM) in Q3 2025, closing a stake of 1,122 shares — an estimated $204K sold.

Financial Synergies Wealth Advisors first reported a position in PM in Q4 2022 and held it in 7 quarters. The position peaked at $204K in Q2 2025. 2,731 funds tracked by Wall St. Rank hold PM as of Q3 2025.

Financial Synergies Wealth Advisors reported no remaining Philip Morris position as of Q3 2025 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 1,122 Philip Morris shares in Q3 2025, an estimated $204K.
Financial Synergies Wealth Advisors first reported a position in Philip Morris in Q4 2022 and held it in 7 quarters.
Financial Synergies Wealth Advisors's Philip Morris position peaked at $204K in Q2 2025.
2,731 funds tracked by Wall St. Rank held Philip Morris as of Q3 2025.

Based on Financial Synergies Wealth Advisors's 13F filing for Q3 2025, filed 27 Oct 2025.