Integrated Investment Consultants’s Philip Morris PM Stock Holding History

Integrated Investment Consultants’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	–	Sell	-2,406	Closed	-$382K	–	357
2025 Q1	$382K	Buy	2,406 +451	+23%	+$63.9K	0.08%	204
2024 Q4	$235K	Buy	1,955 +29	+2%	+$3.66K	0.05%	268
2024 Q3	$234K	Buy	+1,926	New	+$224K	0.05%	265
2020 Q1	–	Sell	-2,749	Closed	-$234K	–	178
2019 Q4	$234K	Sell	2,749 -600	-18%	-$49.5K	0.1%	147
2019 Q3	$254K	Hold	3,349	–	–	0.13%	118
2019 Q2	$263K	Hold	3,349	–	–	0.13%	114
2019 Q1	$296K	Buy	3,349 +106	+3%	+$8.54K	0.16%	101
2018 Q4	$217K	Sell	3,243 -1,696	-34%	-$142K	0.12%	135
2018 Q3	$403K	Hold	4,939	–	–	0.2%	79
2018 Q2	$399K	Buy	4,939 +56	+1%	+$4.75K	0.21%	78
2018 Q1	$485K	Buy	+4,883	New	+$509K	0.19%	70
2017 Q3	$405K	Buy	3,650 +100	+3%	+$11.6K	0.18%	79
2017 Q2	$417K	Sell	3,550 -50	-1%	-$5.79K	0.19%	77
2017 Q1	$406K	Buy	3,600 +100	+3%	+$10.3K	0.19%	81
2016 Q4	$320K	Hold	3,500	–	–	0.15%	85
2016 Q3	$337K	Hold	3,500	–	–	0.17%	84
2016 Q2	$356K	Hold	3,500	–	–	0.2%	81
2016 Q1	$353K	Hold	3,500	–	–	0.2%	81
2015 Q4	$304K	Buy	+3,500	New	+$304K	0.24%	80

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

Integrated Investment Consultants's PM Position: Q2 2025 in Review

Integrated Investment Consultants sold out of Philip Morris (PM) in Q2 2025, closing a stake of 2,406 shares — an estimated $382K sold.

Integrated Investment Consultants first reported a position in PM in Q4 2015 and held it in 19 quarters. The position peaked at $485K in Q1 2018. 2,842 funds tracked by Wall St. Rank hold PM as of Q2 2025.

Integrated Investment Consultants reported no remaining Philip Morris position as of Q2 2025 after selling out during the quarter.
Integrated Investment Consultants sold 2,406 Philip Morris shares in Q2 2025, an estimated $382K.
Integrated Investment Consultants first reported a position in Philip Morris in Q4 2015 and held it in 19 quarters.
Integrated Investment Consultants's Philip Morris position peaked at $485K in Q1 2018.
2,842 funds tracked by Wall St. Rank held Philip Morris as of Q2 2025.

Based on Integrated Investment Consultants's 13F filing for Q2 2025, filed 14 Aug 2025.