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Jackson Wealth Management’s Philip Morris PM Stock Holding History

Jackson Wealth Management’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 		– Sell
-3,147
Closed -$573K – 175
2025
Q2 		$573K Sell
3,147
-88
-3% -$15.1K 0.06% 103
2025
Q1 		$513K Buy
+3,235
New +$458K 0.06% 108
2020
Q1 		– Sell
-2,300
Closed -$200K – 152
2019
Q4 		$200K Buy
+2,300
New +$190K 0.03% 147
2018
Q1 		– Sell
-19,817
Closed -$2.08M – 99
2017
Q4 		$2.08M Buy
19,817
+98
+0.5% +$10.4K 0.53% 55
2017
Q3 		$2.27M Buy
19,719
+768
+4% +$89.4K 0.61% 40
2017
Q2 		$2.2M Buy
18,951
+855
+5% +$99K 0.7% 34
2017
Q1 		$2.06M Buy
18,096
+549
+3% +$56.6K 0.74% 28
2016
Q4 		$1.62M Sell
17,547
-11,912
-40% -$1.1M 0.63% 41
2016
Q3 		$2.85M Buy
29,459
+391
+1% +$39.2K 1.08% 23
2016
Q2 		$2.96M Buy
29,068
+187
+0.6% +$18.6K 1.1% 21
2016
Q1 		$2.9M Sell
28,881
-688
-2% -$63.1K 1.12% 18
2015
Q4 		$2.63M Buy
29,569
+17,156
+138% +$1.49M 1.04% 25
2015
Q3 		$985K Sell
12,413
-2,111
-15% -$174K 0.35% 73
2015
Q2 		$1.16M Sell
14,524
-4,796
-25% -$395K 0.39% 73
2015
Q1 		$1.46M Sell
19,320
-1,339
-6% -$109K 0.47% 73
2014
Q4 		$1.68M Buy
+20,659
New +$1.77M 0.55% 64

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

Jackson Wealth Management's PM Position: Q3 2025 in Review

Jackson Wealth Management sold out of Philip Morris (PM) in Q3 2025, closing a stake of 3,147 shares — an estimated $573K sold.

Jackson Wealth Management first reported a position in PM in Q4 2014 and held it in 16 quarters. The position peaked at $2.96M in Q2 2016. 2,735 funds tracked by Wall St. Rank hold PM as of Q3 2025.

  • Jackson Wealth Management reported no remaining Philip Morris position as of Q3 2025 after selling out during the quarter.
  • Jackson Wealth Management sold 3,147 Philip Morris shares in Q3 2025, an estimated $573K.
  • Jackson Wealth Management first reported a position in Philip Morris in Q4 2014 and held it in 16 quarters.
  • Jackson Wealth Management's Philip Morris position peaked at $2.96M in Q2 2016.
  • 2,735 funds tracked by Wall St. Rank held Philip Morris as of Q3 2025.

Based on Jackson Wealth Management's 13F filing for Q3 2025, filed 3 Oct 2025.