Horan Securities’s Philip Morris PM Stock Holding History

Horan Securities’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 Q2	$205K	Buy	+1,127	New	+$194K	0.07%	149
2023 Q3	–	Sell	-938	Closed	-$91.6K	–	497
2023 Q2	$91.6K	Sell	938 -22	-2%	-$2.1K	0.04%	180
2023 Q1	$93.4K	Buy	960 +109	+13%	+$10.9K	0.05%	157
2022 Q4	$86.2K	Buy	851 +159	+23%	+$15K	0.05%	151
2022 Q3	$57K	Buy	+692	New	+$66K	0.04%	170
2019 Q3	–	Sell	-38	Closed	-$3K	–	277
2019 Q2	$3K	Buy	+38	New	+$3.14K	﹤0.01%	247

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Horan Securities's PM Position: Q2 2025 in Review

Horan Securities opened a new position in Philip Morris (PM) in Q2 2025: 1,127 shares worth $205K. The stake represents 0.07% of the portfolio and ranks #149 among its holdings. This is a return to the name: Horan Securities previously reported a position in PM as recently as Q2 2023.

Horan Securities first reported a position in PM in Q2 2019 and has held it in 6 quarters since. 2,842 funds tracked by Wall St. Rank hold PM as of Q2 2025.

Horan Securities held 1,127 shares of Philip Morris worth $205K as of Q2 2025.
Philip Morris was a new Horan Securities position in Q2 2025.
Philip Morris made up 0.07% of Horan Securities's portfolio in Q2 2025, its #149 holding.
Horan Securities first reported a position in Philip Morris in Q2 2019 and has held it in 6 quarters since.
2,842 funds tracked by Wall St. Rank held Philip Morris as of Q2 2025.

Based on Horan Securities's 13F filing for Q2 2025, filed 6 Aug 2025.