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JFG Wealth Management’s Philip Morris PM Stock Holding History

JFG 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 		$345K Buy
2,129
+133
+7% +$22.4K 0.07% 55
2025
Q2 		$364K Hold
1,996
– – 0.08% 48
2025
Q1 		$317K Sell
1,996
-249
-11% -$35.3K 0.07% 64
2024
Q4 		$270K Hold
2,245
– – 0.06% 83
2024
Q3 		$273K Buy
2,245
+232
+12% +$27K 0.07% 65
2024
Q2 		$204K Buy
+2,013
New +$197K 0.06% 55

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

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

JFG Wealth Management increased its Philip Morris (PM) stake by 6.7% in Q3 2025, buying an estimated $22.4K and bringing the position to 2,129 shares worth $345K. The position accounts for 0.07% of the portfolio, ranked #55.

JFG Wealth Management first reported a position in PM in Q2 2024 and has held it in 6 quarters since. The position peaked at $364K in Q2 2025. 2,731 funds tracked by Wall St. Rank hold PM as of Q3 2025.

  • JFG Wealth Management held 2,129 shares of Philip Morris worth $345K as of Q3 2025.
  • JFG Wealth Management bought 133 Philip Morris shares in Q3 2025, an estimated $22.4K.
  • Philip Morris made up 0.07% of JFG Wealth Management's portfolio in Q3 2025, its #55 holding.
  • JFG Wealth Management first reported a position in Philip Morris in Q2 2024 and has held it in 6 quarters since.
  • JFG Wealth Management's Philip Morris position peaked at $364K in Q2 2025.
  • 2,731 funds tracked by Wall St. Rank held Philip Morris as of Q3 2025.

Based on JFG Wealth Management's 13F filing for Q3 2025, filed 31 Oct 2025.