Litman Gregory Wealth Management’s Philip Morris PM Stock Holding History

Litman Gregory 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 Q4	$122K	Buy	+763	New	+$118K	0.01%	172
2019 Q4	–	Sell	-732	Closed	-$56K	–	256
2019 Q3	$56K	Sell	732 -132	-15%	-$10.5K	0.01%	75
2019 Q2	$68K	Buy	864 +264	+44%	+$21.8K	0.02%	76
2019 Q1	$53K	Hold	600	–	–	0.01%	68
2018 Q4	$40K	Buy	+600	New	+$50.1K	0.01%	79

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

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

Litman Gregory Wealth Management's PM Position: Q4 2025 in Review

Litman Gregory Wealth Management opened a new position in Philip Morris (PM) in Q4 2025: 763 shares worth $122K. The stake represents 0.01% of the portfolio and ranks #172 among its holdings. This is a return to the name: Litman Gregory Wealth Management previously reported a position in PM as recently as Q3 2019.

Litman Gregory Wealth Management first reported a position in PM in Q4 2018 and has held it in 5 quarters since. 2,812 funds tracked by Wall St. Rank hold PM as of Q4 2025.

Litman Gregory Wealth Management held 763 shares of Philip Morris worth $122K as of Q4 2025.
Philip Morris was a new Litman Gregory Wealth Management position in Q4 2025.
Philip Morris made up 0.01% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #172 holding.
Litman Gregory Wealth Management first reported a position in Philip Morris in Q4 2018 and has held it in 5 quarters since.
2,812 funds tracked by Wall St. Rank held Philip Morris as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.