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Freedom Investment Management’s Philip Morris PM Stock Holding History

Freedom Investment Management’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
-1,458
Closed -$231K – 775
2025
Q1 		$231K Buy
+1,458
New +$207K 0.02% 672
2023
Q1 		– Sell
-3,392
Closed -$343K – 771
2022
Q4 		$343K Sell
3,392
-1,094
-24% -$103K 0.04% 543
2022
Q3 		$372K Sell
4,486
-293
-6% -$27.9K 0.04% 504
2022
Q2 		$472K Buy
4,779
+548
+13% +$55.9K 0.05% 471
2022
Q1 		$397K Buy
+4,231
New +$423K 0.04% 544
2021
Q4 		– Sell
-2,886
Closed -$274K – 900
2021
Q3 		$274K Sell
2,886
-3,244
-53% -$326K 0.02% 660
2021
Q2 		$608K Buy
6,130
+44
+0.7% +$4.22K 0.05% 480
2021
Q1 		$540K Sell
6,086
-1,476
-20% -$125K 0.04% 495
2020
Q4 		$626K Sell
7,562
-948
-11% -$73.8K 0.07% 276
2020
Q3 		$638K Sell
8,510
-1,595
-16% -$123K 0.07% 244
2020
Q2 		$708K Sell
10,105
-2,118
-17% -$154K 0.08% 203
2020
Q1 		$1.07M Sell
12,223
-352
-3% -$29K 0.09% 188
2019
Q4 		$1.07M Sell
12,575
-2,662
-17% -$219K 0.09% 197
2019
Q3 		$1.16M Buy
15,237
+2,293
+18% +$182K 0.1% 191
2019
Q2 		$1.02M Buy
12,944
+702
+6% +$58K 0.09% 218
2019
Q1 		$1.08M Buy
12,242
+6,859
+127% +$552K 0.09% 218
2018
Q4 		$359K Buy
5,383
+471
+10% +$39.3K 0.03% 514
2018
Q3 		$381K Buy
4,912
+156
+3% +$12.8K 0.02% 629
2018
Q2 		$384K Sell
4,756
-5,560
-54% -$472K 0.02% 669
2018
Q1 		$1.02M Buy
10,316
+238
+2% +$24.8K 0.05% 363
2017
Q4 		$1.06M Sell
10,078
-1,421
-12% -$151K 0.05% 342
2017
Q3 		$1.28M Sell
11,499
-4,819
-30% -$561K 0.07% 250
2017
Q2 		$1.92M Buy
16,318
+2,417
+17% +$280K 0.11% 129
2017
Q1 		$1.57M Buy
13,901
+85
+0.6% +$8.77K 0.09% 175
2016
Q4 		$1.26M Sell
13,816
-1,579
-10% -$146K 0.08% 189
2016
Q3 		$1.5M Buy
15,395
+2,800
+22% +$280K 0.1% 146
2016
Q2 		$1.28M Buy
12,595
+1,331
+12% +$133K 0.09% 163
2016
Q1 		$1.1M Buy
11,264
+2,662
+31% +$244K 0.08% 187
2015
Q4 		$756K Sell
8,602
-7,890
-48% -$685K 0.06% 275
2015
Q3 		$155K Buy
16,492
+10,473
+174% +$862K 0.02% 633
2015
Q2 		$483K Sell
6,019
-4
-0.1% -$329 0.05% 352
2015
Q1 		$454K Buy
6,023
+486
+9% +$39.4K 0.05% 339
2014
Q4 		$451K Buy
5,537
+1,300
+31% +$112K 0.06% 311
2014
Q3 		$353K Sell
4,237
-34
-0.8% -$2.88K 0.06% 300
2014
Q2 		$360K Sell
4,271
-39
-0.9% -$3.36K 0.06% 293
2014
Q1 		$353K Sell
4,310
-308
-7% -$24.9K 0.08% 260
2013
Q4 		$402K Buy
4,618
+121
+3% +$10.6K 0.1% 202
2013
Q3 		$389K Buy
4,497
+336
+8% +$29.4K 0.11% 160
2013
Q2 		$360K Buy
+4,161
New +$387K 0.12% 146

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 $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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

Freedom Investment Management's PM Position: Q2 2025 in Review

Freedom Investment Management sold out of Philip Morris (PM) in Q2 2025, closing a stake of 1,458 shares — an estimated $231K sold.

Freedom Investment Management first reported a position in PM in Q2 2013 and held it in 39 quarters. The position peaked at $1.92M in Q2 2017. 2,842 funds tracked by Wall St. Rank hold PM as of Q2 2025.

  • Freedom Investment Management reported no remaining Philip Morris position as of Q2 2025 after selling out during the quarter.
  • Freedom Investment Management sold 1,458 Philip Morris shares in Q2 2025, an estimated $231K.
  • Freedom Investment Management first reported a position in Philip Morris in Q2 2013 and held it in 39 quarters.
  • Freedom Investment Management's Philip Morris position peaked at $1.92M in Q2 2017.
  • 2,842 funds tracked by Wall St. Rank held Philip Morris as of Q2 2025.

Based on Freedom Investment Management's 13F filing for Q2 2025, filed 30 Jul 2025.