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MinichMacGregor Wealth Management’s Philip Morris PM Stock Holding History

MinichMacGregor Wealth 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
Q3 		– Sell
-2,797
Closed -$509K – 149
2025
Q2 		$509K Buy
+2,797
New +$480K 0.11% 68
2019
Q1 		– Sell
-4,375
Closed -$486K – 105
2018
Q4 		$486K Buy
4,375
+4,275
+4,275% +$357K 0.33% 66
2018
Q3 		$8K Hold
100
– – 0.01% 339
2018
Q2 		$8K Hold
100
– – 0.01% 338
2018
Q1 		$9K Hold
100
– – 0.01% 321
2017
Q4 		$10K Sell
100
-708
-88% -$75.4K 0.01% 306
2017
Q3 		$89K Sell
808
-49
-6% -$5.7K 0.07% 67
2017
Q2 		$100K Sell
857
-47
-5% -$5.44K 0.09% 63
2017
Q1 		$102K Buy
904
+804
+804% +$83K 0.09% 63
2016
Q4 		$9K Sell
100
-750
-88% -$69.5K 0.01% 274
2016
Q3 		$82K Sell
850
-146
-15% -$14.6K 0.08% 79
2016
Q2 		$101K Sell
996
-200
-17% -$19.9K 0.1% 65
2016
Q1 		$117K Buy
1,196
+200
+20% +$18.3K 0.11% 54
2015
Q4 		$82K Buy
+996
New +$86.5K 0.08% 72

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 $3.37T AUM 44.26% 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

MinichMacGregor Wealth Management's PM Position: Q3 2025 in Review

MinichMacGregor Wealth Management sold out of Philip Morris (PM) in Q3 2025, closing a stake of 2,797 shares — an estimated $509K sold.

MinichMacGregor Wealth Management first reported a position in PM in Q4 2015 and held it in 14 quarters. The position peaked at $509K in Q2 2025. 2,735 funds tracked by Wall St. Rank hold PM as of Q3 2025.

  • MinichMacGregor Wealth Management reported no remaining Philip Morris position as of Q3 2025 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 2,797 Philip Morris shares in Q3 2025, an estimated $509K.
  • MinichMacGregor Wealth Management first reported a position in Philip Morris in Q4 2015 and held it in 14 quarters.
  • MinichMacGregor Wealth Management's Philip Morris position peaked at $509K in Q2 2025.
  • 2,735 funds tracked by Wall St. Rank held Philip Morris as of Q3 2025.

Based on MinichMacGregor Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.