MFGP
PM icon

Marshall Financial Group (Pennsylvania)’s Philip Morris PM Stock Holding History

Marshall Financial Group (Pennsylvania)’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 		$498K Sell
3,070
-308
-9% -$51.8K 0.14% 41
2025
Q2 		$615K Hold
3,378
– – 0.18% 38
2025
Q1 		$536K Hold
3,378
– – 0.17% 39
2024
Q4 		$407K Hold
3,378
– – 0.12% 44
2024
Q3 		$410K Hold
3,378
– – 0.12% 44
2024
Q2 		$342K Hold
3,378
– – 0.11% 46
2024
Q1 		$309K Hold
3,378
– – 0.1% 46
2023
Q4 		$318K Buy
+3,378
New +$311K 0.11% 45

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 $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Marshall Financial Group (Pennsylvania)'s PM Position: Q3 2025 in Review

Marshall Financial Group (Pennsylvania) reduced its Philip Morris (PM) stake by 9.1% in Q3 2025, selling an estimated $51.8K and leaving 3,070 shares worth $498K. The position accounts for 0.14% of the portfolio, ranked #41.

Marshall Financial Group (Pennsylvania) first reported a position in PM in Q4 2023 and has held it in 8 quarters since. The position peaked at $615K in Q2 2025. 2,731 funds tracked by Wall St. Rank hold PM as of Q3 2025.

  • Marshall Financial Group (Pennsylvania) held 3,070 shares of Philip Morris worth $498K as of Q3 2025.
  • Marshall Financial Group (Pennsylvania) sold 308 Philip Morris shares in Q3 2025, an estimated $51.8K.
  • Philip Morris made up 0.14% of Marshall Financial Group (Pennsylvania)'s portfolio in Q3 2025, its #41 holding.
  • Marshall Financial Group (Pennsylvania) first reported a position in Philip Morris in Q4 2023 and has held it in 8 quarters since.
  • Marshall Financial Group (Pennsylvania)'s Philip Morris position peaked at $615K in Q2 2025.
  • 2,731 funds tracked by Wall St. Rank held Philip Morris as of Q3 2025.

Based on Marshall Financial Group (Pennsylvania)'s 13F filing for Q3 2025, filed 4 Nov 2025.