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Francis Financial’s Philip Morris PM Stock Holding History

Francis Financial’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
-729
Closed -$210K – 132
2025
Q3 		$210K Buy
+729
New +$123K 0.04% 122
2018
Q1 		$1.35M Hold
13,577
– – 3.1% 6
2017
Q4 		$1.43M Buy
+13,577
New +$1.45M 3.09% 6

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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

Francis Financial's PM Position: Q4 2025 in Review

Francis Financial sold out of Philip Morris (PM) in Q4 2025, closing a stake of 729 shares — an estimated $210K sold.

Francis Financial first reported a position in PM in Q4 2017 and held it in 3 quarters. The position peaked at $1.43M in Q4 2017. 2,811 funds tracked by Wall St. Rank hold PM as of Q4 2025.

  • Francis Financial reported no remaining Philip Morris position as of Q4 2025 after selling out during the quarter.
  • Francis Financial sold 729 Philip Morris shares in Q4 2025, an estimated $210K.
  • Francis Financial first reported a position in Philip Morris in Q4 2017 and held it in 3 quarters.
  • Francis Financial's Philip Morris position peaked at $1.43M in Q4 2017.
  • 2,811 funds tracked by Wall St. Rank held Philip Morris as of Q4 2025.

Based on Francis Financial's 13F filing for Q4 2025, filed 11 Feb 2026.