FSA Wealth Management’s Philip Morris PM Stock Holding History

FSA Wealth 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 Q3	$22K	Hold	136	–	–	0.01%	246
2025 Q2	$24.7K	Hold	136	–	–	0.01%	218
2025 Q1	$21.6K	Hold	136	–	–	0.01%	216
2024 Q4	$16.3K	Hold	136	–	–	0.01%	253
2024 Q3	$16.5K	Buy	+136	New	+$15.8K	0.01%	264
2024 Q1	$12.4K	Hold	136	–	–	0.01%	303
2023 Q4	$13K	Buy	+136	New	+$12.5K	0.01%	289
2020 Q3	–	Sell	-75	Closed	-$5K	–	272
2020 Q2	$5K	Hold	75	–	–	﹤0.01%	324
2020 Q1	$5K	Hold	75	–	–	﹤0.01%	303
2019 Q4	$6K	Buy	+75	New	+$6.18K	﹤0.01%	379

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

FSA Wealth Management's PM Position: Q3 2025 in Review

FSA Wealth Management held its Philip Morris (PM) position steady in Q3 2025 at 136 shares worth $22K. The position accounts for 0.01% of the portfolio, ranked #246.

FSA Wealth Management first reported a position in PM in Q4 2019 and has held it in 10 quarters since. The position peaked at $24.7K in Q2 2025. 2,731 funds tracked by Wall St. Rank hold PM as of Q3 2025.

FSA Wealth Management held 136 shares of Philip Morris worth $22K as of Q3 2025.
FSA Wealth Management left its Philip Morris share count unchanged in Q3 2025.
Philip Morris made up 0.01% of FSA Wealth Management's portfolio in Q3 2025, its #246 holding.
FSA Wealth Management first reported a position in Philip Morris in Q4 2019 and has held it in 10 quarters since.
FSA Wealth Management's Philip Morris position peaked at $24.7K in Q2 2025.
2,731 funds tracked by Wall St. Rank held Philip Morris as of Q3 2025.

Based on FSA Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.