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MeadowBrook Investment Advisors’s Philip Morris PM Stock Holding History

MeadowBrook Investment 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
-75
Closed -$11.9K – 281
2025
Q1 		$11.9K Hold
75
– – 0.01% 240
2024
Q4 		$9.03K Sell
75
-30
-29% -$3.79K 0.01% 254
2024
Q3 		$12.7K Buy
105
+94
+855% +$10.9K 0.01% 235
2024
Q2 		$1.11K Hold
11
– – ﹤0.01% 311
2024
Q1 		$1.01K Hold
11
– – ﹤0.01% 323
2023
Q4 		$1.03K Buy
+11
New +$1.01K ﹤0.01% 329

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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

MeadowBrook Investment Advisors's PM Position: Q2 2025 in Review

MeadowBrook Investment Advisors sold out of Philip Morris (PM) in Q2 2025, closing a stake of 75 shares — an estimated $11.9K sold.

MeadowBrook Investment Advisors first reported a position in PM in Q4 2023 and held it in 6 quarters. The position peaked at $12.7K in Q3 2024. 2,842 funds tracked by Wall St. Rank hold PM as of Q2 2025.

  • MeadowBrook Investment Advisors reported no remaining Philip Morris position as of Q2 2025 after selling out during the quarter.
  • MeadowBrook Investment Advisors sold 75 Philip Morris shares in Q2 2025, an estimated $11.9K.
  • MeadowBrook Investment Advisors first reported a position in Philip Morris in Q4 2023 and held it in 6 quarters.
  • MeadowBrook Investment Advisors's Philip Morris position peaked at $12.7K in Q3 2024.
  • 2,842 funds tracked by Wall St. Rank held Philip Morris as of Q2 2025.

Based on MeadowBrook Investment Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.