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Fort Point Capital Partners’s Philip Morris PM Stock Holding History

Fort Point Capital Partners’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
-3,351
Closed -$615K – 296
2025
Q2 		$615K Buy
3,351
+446
+15% +$76.6K 0.04% 199
2025
Q1 		$461K Sell
2,905
-97
-3% -$13.7K 0.05% 213
2024
Q4 		$361K Buy
3,002
+1,199
+67% +$151K 0.04% 236
2024
Q3 		$219K Buy
+1,803
New +$209K 0.03% 272
2022
Q4 		– Sell
-2,825
Closed -$235K – 292
2022
Q3 		$235K Buy
2,825
+55
+2% +$5.25K 0.04% 236
2022
Q2 		$274K Sell
2,770
-370
-12% -$37.7K 0.04% 232
2022
Q1 		$295K Buy
3,140
+545
+21% +$54.5K 0.04% 235
2021
Q4 		$247K Buy
2,595
+19
+0.7% +$1.78K 0.03% 247
2021
Q3 		$244K Buy
+2,576
New +$259K 0.04% 217
2018
Q4 		– Sell
-2,766
Closed -$226K – 164
2018
Q3 		$226K Buy
+2,766
New +$227K 0.07% 142
2018
Q2 		– Sell
-3,524
Closed -$350K – 153
2018
Q1 		$350K Buy
3,524
+932
+36% +$97.1K 0.13% 107
2017
Q4 		$275K Buy
2,592
+486
+23% +$51.8K 0.13% 101
2017
Q3 		$236K Buy
+2,106
New +$245K 0.11% 108
2016
Q4 		– Sell
-12,853
Closed -$1.21M – 140
2016
Q3 		$1.21M Buy
+12,853
New +$1.29M 0.55% 39
2014
Q4 		– Sell
-13,487
Closed -$1.13M – 74
2014
Q3 		$1.13M Buy
13,487
+120
+0.9% +$10.1K 0.84% 17
2014
Q2 		$1.13M Sell
13,367
-3,100
-19% -$267K 1% 14
2014
Q1 		$1.35M Buy
+16,467
New +$1.33M 1.3% 11

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 $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fort Point Capital Partners's PM Position: Q3 2025 in Review

Fort Point Capital Partners sold out of Philip Morris (PM) in Q3 2025, closing a stake of 3,351 shares — an estimated $615K sold.

Fort Point Capital Partners first reported a position in PM in Q1 2014 and held it in 17 quarters. The position peaked at $1.35M in Q1 2014. 2,736 funds tracked by Wall St. Rank hold PM as of Q3 2025.

  • Fort Point Capital Partners reported no remaining Philip Morris position as of Q3 2025 after selling out during the quarter.
  • Fort Point Capital Partners sold 3,351 Philip Morris shares in Q3 2025, an estimated $615K.
  • Fort Point Capital Partners first reported a position in Philip Morris in Q1 2014 and held it in 17 quarters.
  • Fort Point Capital Partners's Philip Morris position peaked at $1.35M in Q1 2014.
  • 2,736 funds tracked by Wall St. Rank held Philip Morris as of Q3 2025.

Based on Fort Point Capital Partners's 13F filing for Q3 2025, filed 14 Nov 2025.