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Napa Wealth Management’s Philip Morris PM Stock Holding History

Napa 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 		$245K Sell
1,512
-13,954
-90% -$2.35M 0.11% 127
2025
Q2 		$2.82M Buy
15,466
+13,954
+923% +$2.4M 1.35% 19
2025
Q1 		$240K Buy
+1,512
New +$214K 0.14% 147

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

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

Napa Wealth Management reduced its Philip Morris (PM) stake by 90% in Q3 2025, selling an estimated $2.35M and leaving 1,512 shares worth $245K. The position accounts for 0.11% of the portfolio, ranked #127.

Napa Wealth Management first reported a position in PM in Q1 2025 and has held it in 3 quarters since. The position peaked at $2.82M in Q2 2025. 2,731 funds tracked by Wall St. Rank hold PM as of Q3 2025.

  • Napa Wealth Management held 1,512 shares of Philip Morris worth $245K as of Q3 2025.
  • Napa Wealth Management sold 13,954 Philip Morris shares in Q3 2025, an estimated $2.35M.
  • Philip Morris made up 0.11% of Napa Wealth Management's portfolio in Q3 2025, its #127 holding.
  • Napa Wealth Management first reported a position in Philip Morris in Q1 2025 and has held it in 3 quarters since.
  • Napa Wealth Management's Philip Morris position peaked at $2.82M in Q2 2025.
  • 2,731 funds tracked by Wall St. Rank held Philip Morris as of Q3 2025.

Based on Napa Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.