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Marshall & Sterling Wealth Advisors’s Philip Morris PM Stock Holding History

Marshall & Sterling Wealth 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
Q4 		– Sell
-386
Closed -$62.5K – 552
2025
Q3 		$62.5K Sell
386
-15
-4% -$2.52K 0.04% 153
2025
Q2 		$72.9K Buy
401
+13
+3% +$2.23K 0.05% 125
2025
Q1 		$61.6K Buy
+388
New +$55K 0.04% 132

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

Marshall & Sterling Wealth Advisors's PM Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Philip Morris (PM) in Q4 2025, closing a stake of 386 shares — an estimated $62.5K sold.

Marshall & Sterling Wealth Advisors first reported a position in PM in Q1 2025 and held it in 3 quarters. The position peaked at $72.9K in Q2 2025. 2,812 funds tracked by Wall St. Rank hold PM as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Philip Morris position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 386 Philip Morris shares in Q4 2025, an estimated $62.5K.
  • Marshall & Sterling Wealth Advisors first reported a position in Philip Morris in Q1 2025 and held it in 3 quarters.
  • Marshall & Sterling Wealth Advisors's Philip Morris position peaked at $72.9K in Q2 2025.
  • 2,812 funds tracked by Wall St. Rank held Philip Morris as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.