JWM
PM icon

JGP Wealth Management’s Philip Morris PM Stock Holding History

JGP 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
-1,108
Closed -$202K – 217
2025
Q2 		$202K Buy
+1,108
New +$190K 0.02% 197
2019
Q3 		– Sell
-3,134
Closed -$246K – 133
2019
Q2 		$246K Buy
3,134
+58
+2% +$4.79K 0.09% 115
2019
Q1 		$272K Buy
3,076
+35
+1% +$2.82K 0.1% 106
2018
Q4 		$203K Hold
3,041
– – 0.08% 112
2018
Q3 		$249K Buy
3,041
+502
+20% +$41.2K 0.1% 108
2018
Q2 		$205K Buy
+2,539
New +$215K 0.09% 115

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

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

JGP Wealth Management sold out of Philip Morris (PM) in Q3 2025, closing a stake of 1,108 shares — an estimated $202K sold.

JGP Wealth Management first reported a position in PM in Q2 2018 and held it in 6 quarters. The position peaked at $272K in Q1 2019. 2,731 funds tracked by Wall St. Rank hold PM as of Q3 2025.

  • JGP Wealth Management reported no remaining Philip Morris position as of Q3 2025 after selling out during the quarter.
  • JGP Wealth Management sold 1,108 Philip Morris shares in Q3 2025, an estimated $202K.
  • JGP Wealth Management first reported a position in Philip Morris in Q2 2018 and held it in 6 quarters.
  • JGP Wealth Management's Philip Morris position peaked at $272K in Q1 2019.
  • 2,731 funds tracked by Wall St. Rank held Philip Morris as of Q3 2025.

Based on JGP Wealth Management's 13F filing for Q3 2025, filed 15 Oct 2025.