Lion Street Advisors’s Philip Morris PM Stock Holding History

Lion Street Advisors’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	$642K	Buy	6,787 +2,178	+47%	+$366K	0.22%	92
2025 Q2	$839K	Buy	4,609 +245	+6%	+$42.1K	0.25%	89
2025 Q1	$693K	Buy	4,364 +231	+6%	+$32.7K	0.22%	102
2024 Q4	$497K	Buy	4,133 +1,543	+60%	+$195K	0.16%	137
2024 Q3	$314K	Sell	2,590 -2,978	-53%	-$346K	0.11%	195
2024 Q2	$564K	Buy	5,568 +2,076	+59%	+$203K	0.21%	105
2024 Q1	$329K	Hold	3,492	–	–	0.13%	165
2023 Q4	$329K	Sell	3,492 -2,176	-38%	-$200K	0.13%	165
2023 Q3	$525K	Sell	5,668 -1,127	-17%	-$108K	0.17%	116
2023 Q2	$642K	Buy	6,795 +1,170	+21%	+$112K	0.22%	92
2023 Q1	$547K	Sell	5,625 -739	-12%	-$73.6K	0.17%	110
2022 Q4	$602K	Sell	6,364 -59	-0.9%	-$5.57K	0.32%	49
2022 Q3	$537K	Buy	6,423 +59	+0.9%	+$5.63K	0.27%	52
2022 Q2	$599K	Sell	6,364 -83	-1%	-$8.46K	0.31%	50
2022 Q1	$606K	Buy	6,447 +7	+0.1%	+$700	0.31%	47
2021 Q4	$616K	Buy	6,440 +76	+1%	+$7.1K	0.3%	53
2021 Q3	$600K	Buy	+6,364	New	+$640K	0.32%	48
2020 Q2	–	Sell	-109	Closed	-$8K	–	308
2020 Q1	$8K	Buy	+109	New	+$8.97K	0.04%	190

Other funds holding PM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lion Street Advisors's PM Position: Q3 2025 in Review

Lion Street Advisors increased its Philip Morris (PM) stake by 47% in Q3 2025, buying an estimated $366K and bringing the position to 6,787 shares worth $642K. The position accounts for 0.22% of the portfolio, ranked #92.

Lion Street Advisors first reported a position in PM in Q1 2020 and has held it in 18 quarters since. The position peaked at $839K in Q2 2025. 2,735 funds tracked by Wall St. Rank hold PM as of Q3 2025.

Lion Street Advisors held 6,787 shares of Philip Morris worth $642K as of Q3 2025.
Lion Street Advisors bought 2,178 Philip Morris shares in Q3 2025, an estimated $366K.
Philip Morris made up 0.22% of Lion Street Advisors's portfolio in Q3 2025, its #92 holding.
Lion Street Advisors first reported a position in Philip Morris in Q1 2020 and has held it in 18 quarters since.
Lion Street Advisors's Philip Morris position peaked at $839K in Q2 2025.
2,735 funds tracked by Wall St. Rank held Philip Morris as of Q3 2025.

Based on Lion Street Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.