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FullCircle Wealth’s Philip Morris PM Stock Holding History

FullCircle Wealth’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 		$1.07M Sell
7,219
-74
-1% -$12.4K 0.38% 87
2025
Q2 		$1.19M Sell
7,293
-489
-6% -$84K 0.44% 77
2025
Q1 		$1.32M Sell
7,782
-405
-5% -$57.4K 0.54% 50
2024
Q4 		$1.22M Sell
8,187
-312
-4% -$39.4K 0.5% 62
2024
Q3 		$1.11M Sell
8,499
-886
-9% -$103K 0.5% 68
2024
Q2 		$1.05M Buy
+9,385
New +$918K 0.51% 63

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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

FullCircle Wealth's PM Position: Q3 2025 in Review

FullCircle Wealth reduced its Philip Morris (PM) stake by 1% in Q3 2025, selling an estimated $12.4K and leaving 7,219 shares worth $1.07M. The position accounts for 0.38% of the portfolio, ranked #87.

FullCircle Wealth first reported a position in PM in Q2 2024 and has held it in 6 quarters since. The position peaked at $1.32M in Q1 2025. 2,731 funds tracked by Wall St. Rank hold PM as of Q3 2025.

  • FullCircle Wealth held 7,219 shares of Philip Morris worth $1.07M as of Q3 2025.
  • FullCircle Wealth sold 74 Philip Morris shares in Q3 2025, an estimated $12.4K.
  • Philip Morris made up 0.38% of FullCircle Wealth's portfolio in Q3 2025, its #87 holding.
  • FullCircle Wealth first reported a position in Philip Morris in Q2 2024 and has held it in 6 quarters since.
  • FullCircle Wealth's Philip Morris position peaked at $1.32M in Q1 2025.
  • 2,731 funds tracked by Wall St. Rank held Philip Morris as of Q3 2025.

Based on FullCircle Wealth's 13F filing for Q3 2025, filed 5 Nov 2025.