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Lathrop Investment Management’s Philip Morris PM Stock Holding History

Lathrop Investment 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
-1,145
Closed -$209K – 86
2025
Q2 		$209K Buy
+1,145
New +$197K 0.04% 81
2019
Q2 		– Sell
-2,686
Closed -$237K – 64
2019
Q1 		$237K Buy
+2,686
New +$216K 0.07% 58
2014
Q2 		– Sell
-2,775
Closed -$227K – 58
2014
Q1 		$227K Buy
2,775
+11
+0.4% +$889 0.09% 53
2013
Q4 		$241K Hold
2,764
– – 0.1% 52
2013
Q3 		$239K Hold
2,764
– – 0.11% 45
2013
Q2 		$239K Buy
+2,764
New +$257K 0.12% 44

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

Lathrop Investment Management's PM Position: Q3 2025 in Review

Lathrop Investment Management sold out of Philip Morris (PM) in Q3 2025, closing a stake of 1,145 shares — an estimated $209K sold.

Lathrop Investment Management first reported a position in PM in Q2 2013 and held it in 6 quarters. The position peaked at $241K in Q4 2013. 2,735 funds tracked by Wall St. Rank hold PM as of Q3 2025.

  • Lathrop Investment Management reported no remaining Philip Morris position as of Q3 2025 after selling out during the quarter.
  • Lathrop Investment Management sold 1,145 Philip Morris shares in Q3 2025, an estimated $209K.
  • Lathrop Investment Management first reported a position in Philip Morris in Q2 2013 and held it in 6 quarters.
  • Lathrop Investment Management's Philip Morris position peaked at $241K in Q4 2013.
  • 2,735 funds tracked by Wall St. Rank held Philip Morris as of Q3 2025.

Based on Lathrop Investment Management's 13F filing for Q3 2025, filed 12 Nov 2025.