Garrison Point Advisors’s Philip Morris PM Stock Holding History

Garrison Point Advisors’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	-3,625	Closed	-$588K	–	175
2025 Q3	$588K	Buy	3,625 +25	+0.7%	+$4.21K	0.25%	98
2025 Q2	$656K	Hold	3,600	–	–	0.3%	84
2025 Q1	$571K	Buy	3,600 +1,000	+38%	+$142K	0.28%	92
2024 Q4	$313K	Buy	+2,600	New	+$328K	0.15%	122
2019 Q4	–	Sell	-3,025	Closed	-$230K	–	127
2019 Q3	$230K	Hold	3,025	–	–	0.23%	112
2019 Q2	$238K	Hold	3,025	–	–	0.24%	114
2019 Q1	$267K	Hold	3,025	–	–	0.28%	104
2018 Q4	$202K	Buy	+3,025	New	+$253K	0.25%	112

Other funds holding PM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Garrison Point Advisors's PM Position: Q4 2025 in Review

Garrison Point Advisors sold out of Philip Morris (PM) in Q4 2025, closing a stake of 3,625 shares — an estimated $588K sold.

Garrison Point Advisors first reported a position in PM in Q4 2018 and held it in 8 quarters. The position peaked at $656K in Q2 2025. 2,811 funds tracked by Wall St. Rank hold PM as of Q4 2025.

Garrison Point Advisors reported no remaining Philip Morris position as of Q4 2025 after selling out during the quarter.
Garrison Point Advisors sold 3,625 Philip Morris shares in Q4 2025, an estimated $588K.
Garrison Point Advisors first reported a position in Philip Morris in Q4 2018 and held it in 8 quarters.
Garrison Point Advisors's Philip Morris position peaked at $656K in Q2 2025.
2,811 funds tracked by Wall St. Rank held Philip Morris as of Q4 2025.

Based on Garrison Point Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.