Nalls Sherbakoff Group’s Philip Morris PM Stock Holding History

Nalls Sherbakoff Group’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 Q4	$13.2K	Hold	82	–	–	0.01%	308
2025 Q3	$13.3K	Hold	82	–	–	0.01%	306
2025 Q2	$14.9K	Hold	82	–	–	0.01%	301
2025 Q1	$13K	Buy	+82	New	+$11.6K	0.01%	282
2023 Q4	$7.34K	Hold	78	–	–	0.01%	284
2023 Q3	$7.22K	Hold	78	–	–	0.01%	280
2023 Q2	$7.02K	Sell	78 -85	-52%	-$8.12K	0.01%	283
2023 Q1	$15.8K	Buy	+163	New	+$16.2K	0.02%	250
2018 Q4	$1K	Buy	+20	New	+$1.67K	﹤0.01%	370

Other funds holding PM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Nalls Sherbakoff Group's PM Position: Q4 2025 in Review

Nalls Sherbakoff Group held its Philip Morris (PM) position steady in Q4 2025 at 82 shares worth $13.2K. The position accounts for 0.01% of the portfolio, ranked #308.

Nalls Sherbakoff Group first reported a position in PM in Q4 2018 and has held it in 9 quarters since. The position peaked at $15.8K in Q1 2023. 2,807 funds tracked by Wall St. Rank hold PM as of Q4 2025.

Nalls Sherbakoff Group held 82 shares of Philip Morris worth $13.2K as of Q4 2025.
Nalls Sherbakoff Group left its Philip Morris share count unchanged in Q4 2025.
Philip Morris made up 0.01% of Nalls Sherbakoff Group's portfolio in Q4 2025, its #308 holding.
Nalls Sherbakoff Group first reported a position in Philip Morris in Q4 2018 and has held it in 9 quarters since.
Nalls Sherbakoff Group's Philip Morris position peaked at $15.8K in Q1 2023.
2,807 funds tracked by Wall St. Rank held Philip Morris as of Q4 2025.

Based on Nalls Sherbakoff Group's 13F filing for Q4 2025, filed 12 Mar 2026.