JF
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JSF Financial’s Philip Morris PM Stock Holding History

JSF Financial’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
-1,344
Closed -$245K – 135
2025
Q2 		$245K Buy
+1,344
New +$231K 0.06% 108
2024
Q4 		– Sell
-2,560
Closed -$311K – 133
2024
Q3 		$311K Buy
2,560
+12
+0.5% +$1.39K 0.09% 90
2024
Q2 		$258K Sell
2,548
-958
-27% -$93.7K 0.08% 98
2024
Q1 		$321K Buy
3,506
+25
+0.7% +$2.31K 0.1% 89
2023
Q4 		$327K Sell
3,481
-237
-6% -$21.8K 0.11% 81
2023
Q3 		$344K Sell
3,718
-139
-4% -$13.4K 0.13% 78
2023
Q2 		$377K Sell
3,857
-1,042
-21% -$99.6K 0.13% 73
2023
Q1 		$476K Buy
+4,899
New +$488K 0.18% 77

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

JSF Financial's PM Position: Q3 2025 in Review

JSF Financial sold out of Philip Morris (PM) in Q3 2025, closing a stake of 1,344 shares — an estimated $245K sold.

JSF Financial first reported a position in PM in Q1 2023 and held it in 8 quarters. The position peaked at $476K in Q1 2023. 2,735 funds tracked by Wall St. Rank hold PM as of Q3 2025.

  • JSF Financial reported no remaining Philip Morris position as of Q3 2025 after selling out during the quarter.
  • JSF Financial sold 1,344 Philip Morris shares in Q3 2025, an estimated $245K.
  • JSF Financial first reported a position in Philip Morris in Q1 2023 and held it in 8 quarters.
  • JSF Financial's Philip Morris position peaked at $476K in Q1 2023.
  • 2,735 funds tracked by Wall St. Rank held Philip Morris as of Q3 2025.

Based on JSF Financial's 13F filing for Q3 2025, filed 3 Nov 2025.