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Milestone Asset Management’s Philip Morris PM Stock Holding History

Milestone Asset Management’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
-31,405
Closed -$4.99M – 236
2025
Q1 		$4.99M Buy
+31,405
New +$4.45M 1.06% 17
2024
Q4 		– Sell
-8,092
Closed -$982K – 234
2024
Q3 		$982K Buy
+8,092
New +$940K 0.22% 91

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Milestone Asset Management's PM Position: Q2 2025 in Review

Milestone Asset Management sold out of Philip Morris (PM) in Q2 2025, closing a stake of 31,405 shares — an estimated $4.99M sold.

Milestone Asset Management first reported a position in PM in Q3 2024 and held it in 2 quarters. The position peaked at $4.99M in Q1 2025. 2,846 funds tracked by Wall St. Rank hold PM as of Q2 2025.

  • Milestone Asset Management reported no remaining Philip Morris position as of Q2 2025 after selling out during the quarter.
  • Milestone Asset Management sold 31,405 Philip Morris shares in Q2 2025, an estimated $4.99M.
  • Milestone Asset Management first reported a position in Philip Morris in Q3 2024 and held it in 2 quarters.
  • Milestone Asset Management's Philip Morris position peaked at $4.99M in Q1 2025.
  • 2,846 funds tracked by Wall St. Rank held Philip Morris as of Q2 2025.

Based on Milestone Asset Management's 13F filing for Q2 2025, filed 5 Aug 2025.