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New Century Financial Group’s Philip Morris PM Stock Holding History

New Century Financial 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
Q3 		– Sell
-3,060
Closed -$557K – 105
2025
Q2 		$557K Buy
+3,060
New +$525K 0.65% 48
2025
Q1 		– Sell
-9,430
Closed -$1.15M – 271
2024
Q4 		$1.15M Sell
9,430
-984
-9% -$124K 0.49% 51
2024
Q3 		$1.26M Buy
10,414
+705
+7% +$81.9K 0.46% 51
2024
Q2 		$984K Buy
9,709
+3,716
+62% +$363K 0.42% 65
2024
Q1 		$549K Buy
+5,993
New +$553K 0.38% 86

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

New Century Financial Group's PM Position: Q3 2025 in Review

New Century Financial Group sold out of Philip Morris (PM) in Q3 2025, closing a stake of 3,060 shares — an estimated $557K sold.

New Century Financial Group first reported a position in PM in Q1 2024 and held it in 5 quarters. The position peaked at $1.26M in Q3 2024. 2,735 funds tracked by Wall St. Rank hold PM as of Q3 2025.

  • New Century Financial Group reported no remaining Philip Morris position as of Q3 2025 after selling out during the quarter.
  • New Century Financial Group sold 3,060 Philip Morris shares in Q3 2025, an estimated $557K.
  • New Century Financial Group first reported a position in Philip Morris in Q1 2024 and held it in 5 quarters.
  • New Century Financial Group's Philip Morris position peaked at $1.26M in Q3 2024.
  • 2,735 funds tracked by Wall St. Rank held Philip Morris as of Q3 2025.

Based on New Century Financial Group's 13F filing for Q3 2025, filed 22 Oct 2025.