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Great Lakes Retirement’s Philip Morris PM Stock Holding History

Great Lakes Retirement’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
-1,259
Closed -$204K – 226
2025
Q3 		$204K Buy
1,259
+21
+2% +$3.53K 0.02% 197
2025
Q2 		$227K Buy
+1,238
New +$213K 0.03% 200
2024
Q3 		– Sell
-1,021
Closed -$105K – 525
2024
Q2 		$105K Buy
+1,021
New +$99.8K 0.01% 218

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

Great Lakes Retirement's PM Position: Q4 2025 in Review

Great Lakes Retirement sold out of Philip Morris (PM) in Q4 2025, closing a stake of 1,259 shares — an estimated $204K sold.

Great Lakes Retirement first reported a position in PM in Q2 2024 and held it in 3 quarters. The position peaked at $227K in Q2 2025. 2,811 funds tracked by Wall St. Rank hold PM as of Q4 2025.

  • Great Lakes Retirement reported no remaining Philip Morris position as of Q4 2025 after selling out during the quarter.
  • Great Lakes Retirement sold 1,259 Philip Morris shares in Q4 2025, an estimated $204K.
  • Great Lakes Retirement first reported a position in Philip Morris in Q2 2024 and held it in 3 quarters.
  • Great Lakes Retirement's Philip Morris position peaked at $227K in Q2 2025.
  • 2,811 funds tracked by Wall St. Rank held Philip Morris as of Q4 2025.

Based on Great Lakes Retirement's 13F filing for Q4 2025, filed 12 Feb 2026.