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May Barnhard Investments’s Philip Morris PM Stock Holding History

May Barnhard Investments’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 		– Sell
-2,594
Closed -$472K – 89
2025
Q2 		$472K Buy
2,594
+23
+0.9% +$3.95K 0.22% 66
2025
Q1 		$408K Buy
2,571
+30
+1% +$4.25K 0.2% 69
2024
Q4 		$306K Buy
2,541
+28
+1% +$3.53K 0.15% 71
2024
Q3 		$305K Buy
2,513
+31
+1% +$3.6K 0.15% 70
2024
Q2 		$252K Buy
2,482
+35
+1% +$3.42K 0.13% 71
2024
Q1 		$224K Buy
2,447
+34
+1% +$3.13K 0.11% 77
2023
Q4 		$227K Buy
+2,413
New +$222K 0.12% 76

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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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

May Barnhard Investments's PM Position: Q3 2025 in Review

May Barnhard Investments sold out of Philip Morris (PM) in Q3 2025, closing a stake of 2,594 shares — an estimated $472K sold.

May Barnhard Investments first reported a position in PM in Q4 2023 and held it in 7 quarters. The position peaked at $472K in Q2 2025. 2,736 funds tracked by Wall St. Rank hold PM as of Q3 2025.

  • May Barnhard Investments reported no remaining Philip Morris position as of Q3 2025 after selling out during the quarter.
  • May Barnhard Investments sold 2,594 Philip Morris shares in Q3 2025, an estimated $472K.
  • May Barnhard Investments first reported a position in Philip Morris in Q4 2023 and held it in 7 quarters.
  • May Barnhard Investments's Philip Morris position peaked at $472K in Q2 2025.
  • 2,736 funds tracked by Wall St. Rank held Philip Morris as of Q3 2025.

Based on May Barnhard Investments's 13F filing for Q3 2025, filed 6 Nov 2025.