NWAG
PM icon

Net Worth Advisory Group’s Philip Morris PM Stock Holding History

Net Worth Advisory 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 		– Sell
-6,740
Closed -$1.09M – 467
2025
Q3 		$1.09M Sell
6,740
-122
-2% -$20.5K 0.32% 59
2025
Q2 		$1.25M Buy
6,862
+177
+3% +$30.4K 0.28% 77
2025
Q1 		$1.06M Buy
6,685
+60
+0.9% +$8.5K 0.33% 44
2024
Q4 		$797K Buy
6,625
+79
+1% +$9.97K 0.24% 83
2024
Q3 		$795K Buy
+6,546
New +$761K 0.24% 83

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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

Net Worth Advisory Group's PM Position: Q4 2025 in Review

Net Worth Advisory Group sold out of Philip Morris (PM) in Q4 2025, closing a stake of 6,740 shares — an estimated $1.09M sold.

Net Worth Advisory Group first reported a position in PM in Q3 2024 and held it in 5 quarters. The position peaked at $1.25M in Q2 2025. 2,812 funds tracked by Wall St. Rank hold PM as of Q4 2025.

  • Net Worth Advisory Group reported no remaining Philip Morris position as of Q4 2025 after selling out during the quarter.
  • Net Worth Advisory Group sold 6,740 Philip Morris shares in Q4 2025, an estimated $1.09M.
  • Net Worth Advisory Group first reported a position in Philip Morris in Q3 2024 and held it in 5 quarters.
  • Net Worth Advisory Group's Philip Morris position peaked at $1.25M in Q2 2025.
  • 2,812 funds tracked by Wall St. Rank held Philip Morris as of Q4 2025.

Based on Net Worth Advisory Group's 13F filing for Q4 2025, filed 14 Jan 2026.