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HTG Investment Advisors’s Philip Morris PM Stock Holding History

HTG Investment 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
-1,240
Closed -$201K – 77
2025
Q3 		$201K Buy
1,240
+3
+0.2% +$505 0.07% 73
2025
Q2 		$225K Sell
1,237
-154
-11% -$26.4K 0.08% 66
2025
Q1 		$221K Buy
+1,391
New +$197K 0.09% 65
2024
Q1 		– Sell
-2,185
Closed -$206K – 64
2023
Q4 		$206K Buy
2,185
+5
+0.2% +$461 0.13% 57
2023
Q3 		$202K Sell
2,180
-629
-22% -$60.5K 0.16% 52
2023
Q2 		$274K Sell
2,809
-95
-3% -$9.08K 0.23% 45
2023
Q1 		$282K Buy
2,904
+4
+0.1% +$399 0.26% 42
2022
Q4 		$293K Buy
+2,900
New +$274K 0.3% 42

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

HTG Investment Advisors's PM Position: Q4 2025 in Review

HTG Investment Advisors sold out of Philip Morris (PM) in Q4 2025, closing a stake of 1,240 shares — an estimated $201K sold.

HTG Investment Advisors first reported a position in PM in Q4 2022 and held it in 8 quarters. The position peaked at $293K in Q4 2022. 2,806 funds tracked by Wall St. Rank hold PM as of Q4 2025.

  • HTG Investment Advisors reported no remaining Philip Morris position as of Q4 2025 after selling out during the quarter.
  • HTG Investment Advisors sold 1,240 Philip Morris shares in Q4 2025, an estimated $201K.
  • HTG Investment Advisors first reported a position in Philip Morris in Q4 2022 and held it in 8 quarters.
  • HTG Investment Advisors's Philip Morris position peaked at $293K in Q4 2022.
  • 2,806 funds tracked by Wall St. Rank held Philip Morris as of Q4 2025.

Based on HTG Investment Advisors's 13F filing for Q4 2025, filed 2 Feb 2026.