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Lockerman Financial Group’s Philip Morris PM Stock Holding History

Lockerman Financial Group’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 		– Sell
-1,692
Closed -$274K – 116
2025
Q3 		$274K Buy
1,692
+24
+1% +$4.04K 0.35% 97
2025
Q2 		$304K Buy
1,668
+65
+4% +$11.2K 0.41% 86
2025
Q1 		$254K Buy
+1,603
New +$227K 0.38% 89
2024
Q4 		– Sell
-2,246
Closed -$273K – 111
2024
Q3 		$273K Sell
2,246
-214
-9% -$24.9K 0.46% 82
2024
Q2 		$249K Sell
2,460
-416
-14% -$40.7K 0.45% 85
2024
Q1 		$264K Buy
2,876
+24
+0.8% +$2.21K 0.5% 73
2023
Q4 		$268K Sell
2,852
-163
-5% -$15K 0.62% 55
2023
Q3 		$279K Sell
3,015
-26
-0.9% -$2.5K 0.75% 48
2023
Q2 		$297K Buy
3,041
+22
+0.7% +$2.1K 0.82% 40
2023
Q1 		$294K Buy
3,019
+98
+3% +$9.77K 0.81% 42
2022
Q4 		$296K Buy
2,921
+23
+0.8% +$2.17K 0.86% 39
2022
Q3 		$241K Buy
2,898
+164
+6% +$15.6K 0.69% 47
2022
Q2 		$270K Buy
2,734
+31
+1% +$3.16K 0.86% 39
2022
Q1 		$254K Sell
2,703
-262
-9% -$26.2K 0.69% 52
2021
Q4 		$282K Buy
+2,965
New +$277K 0.74% 38

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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

Lockerman Financial Group's PM Position: Q4 2025 in Review

Lockerman Financial Group sold out of Philip Morris (PM) in Q4 2025, closing a stake of 1,692 shares — an estimated $274K sold.

Lockerman Financial Group first reported a position in PM in Q4 2021 and held it in 15 quarters. The position peaked at $304K in Q2 2025. 2,811 funds tracked by Wall St. Rank hold PM as of Q4 2025.

  • Lockerman Financial Group reported no remaining Philip Morris position as of Q4 2025 after selling out during the quarter.
  • Lockerman Financial Group sold 1,692 Philip Morris shares in Q4 2025, an estimated $274K.
  • Lockerman Financial Group first reported a position in Philip Morris in Q4 2021 and held it in 15 quarters.
  • Lockerman Financial Group's Philip Morris position peaked at $304K in Q2 2025.
  • 2,811 funds tracked by Wall St. Rank held Philip Morris as of Q4 2025.

Based on Lockerman Financial Group's 13F filing for Q4 2025, filed 21 Jan 2026.