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McClarren Financial Advisors’s Philip Morris PM Stock Holding History

McClarren Financial 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
Q2 		– Sell
-433
Closed -$50K – 237
2025
Q1 		$50K Buy
433
+158
+57% +$22.4K 0.03% 132
2024
Q4 		$33K Buy
+275
New +$34.7K 0.09% 103
2024
Q3 		– Sell
-101
Closed -$27K – 325
2024
Q2 		$27K Sell
101
-356
-78% -$34.8K 0.02% 189
2024
Q1 		$42K Buy
457
+3
+0.7% +$277 0.03% 156
2023
Q4 		$43K Buy
454
+278
+158% +$25.6K 0.03% 166
2023
Q3 		$16K Buy
176
+3
+2% +$289 0.01% 236
2023
Q2 		$16K Sell
173
-3
-2% -$287 0.01% 236
2023
Q1 		$17K Buy
176
+2
+1% +$199 0.02% 221
2022
Q4 		$17K Sell
174
-1
-0.6% -$94 0.02% 221
2022
Q3 		$14K Buy
+175
New +$16.7K 0.01% 223
2022
Q2 		– Sell
-177
Closed -$16K – 202
2022
Q1 		$16K Buy
177
+2
+1% +$200 0.01% 189
2021
Q4 		$17K Buy
+175
New +$16.4K 0.01% 205
2021
Q3 		– Sell
-1,333
Closed -$132K – 325
2021
Q2 		$132K Sell
1,333
-1
-0.1% -$96 0.11% 69
2021
Q1 		$118K Buy
1,334
+1
+0.1% +$85 0.11% 73
2020
Q4 		$110K Buy
+1,333
New +$104K 0.11% 73

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

McClarren Financial Advisors's PM Position: Q2 2025 in Review

McClarren Financial Advisors sold out of Philip Morris (PM) in Q2 2025, closing a stake of 433 shares — an estimated $50K sold.

McClarren Financial Advisors first reported a position in PM in Q4 2020 and held it in 15 quarters. The position peaked at $132K in Q2 2021. 2,842 funds tracked by Wall St. Rank hold PM as of Q2 2025.

  • McClarren Financial Advisors reported no remaining Philip Morris position as of Q2 2025 after selling out during the quarter.
  • McClarren Financial Advisors sold 433 Philip Morris shares in Q2 2025, an estimated $50K.
  • McClarren Financial Advisors first reported a position in Philip Morris in Q4 2020 and held it in 15 quarters.
  • McClarren Financial Advisors's Philip Morris position peaked at $132K in Q2 2021.
  • 2,842 funds tracked by Wall St. Rank held Philip Morris as of Q2 2025.

Based on McClarren Financial Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.