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Gries Financial’s Philip Morris PM Stock Holding History

Gries Financial’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 		$337K Buy
2,075
+502
+32% +$84.5K 0.05% 219
2025
Q2 		$286K Sell
1,573
-216
-12% -$37.1K 0.05% 224
2025
Q1 		$284K Sell
1,789
-109
-6% -$15.4K 0.06% 214
2024
Q4 		$228K Buy
+1,898
New +$239K 0.04% 249

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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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

Gries Financial's PM Position: Q3 2025 in Review

Gries Financial increased its Philip Morris (PM) stake by 32% in Q3 2025, buying an estimated $84.5K and bringing the position to 2,075 shares worth $337K. The position accounts for 0.05% of the portfolio, ranked #219.

Gries Financial first reported a position in PM in Q4 2024 and has held it in 4 quarters since. 2,735 funds tracked by Wall St. Rank hold PM as of Q3 2025.

  • Gries Financial held 2,075 shares of Philip Morris worth $337K as of Q3 2025.
  • Gries Financial bought 502 Philip Morris shares in Q3 2025, an estimated $84.5K.
  • Philip Morris made up 0.05% of Gries Financial's portfolio in Q3 2025, its #219 holding.
  • Gries Financial first reported a position in Philip Morris in Q4 2024 and has held it in 4 quarters since.
  • 2,735 funds tracked by Wall St. Rank held Philip Morris as of Q3 2025.

Based on Gries Financial's 13F filing for Q3 2025, filed 22 Oct 2025.