New Jersey Better Educational Savings Trust’s Philip Morris PM Stock Holding History

New Jersey Better Educational Savings Trust’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 Q2	–	Sell	-1,349	Closed	-$214K	–	28
2025 Q1	$214K	Buy	+1,349	New	+$191K	0.41%	29
2020 Q4	–	Sell	-4,000	Closed	-$300K	–	107
2020 Q3	$300K	Hold	4,000	–	–	0.5%	63
2020 Q2	$280K	Hold	4,000	–	–	0.51%	65
2020 Q1	$292K	Hold	4,000	–	–	0.69%	50
2019 Q4	$340K	Hold	4,000	–	–	0.58%	60
2019 Q3	$304K	Hold	4,000	–	–	0.42%	82
2019 Q2	$314K	Hold	4,000	–	–	0.42%	85
2019 Q1	$354K	Sell	4,000 -2,000	-33%	-$161K	0.47%	59
2018 Q4	$401K	Sell	6,000 -1,000	-14%	-$83.5K	0.51%	49
2018 Q3	$571K	Sell	7,000 -3,500	-33%	-$287K	0.58%	40
2018 Q2	$848K	Buy	10,500 +1,500	+17%	+$127K	0.92%	21
2018 Q1	$895K	Sell	9,000 -1,000	-10%	-$104K	0.99%	17
2017 Q4	$1.06M	Buy	10,000 +2,000	+25%	+$213K	1.07%	13
2017 Q3	$888K	Hold	8,000	–	–	0.75%	27
2017 Q2	$940K	Hold	8,000	–	–	0.82%	23
2017 Q1	$903K	Sell	8,000 -8,000	-50%	-$825K	0.8%	24
2016 Q4	$1.46M	Buy	16,000 +4,000	+33%	+$371K	0.94%	24
2016 Q3	$1.17M	Buy	12,000 +1,000	+9%	+$100K	0.75%	26
2016 Q2	$1.12M	Hold	11,000	–	–	0.75%	26
2016 Q1	$1.08M	Sell	11,000 -5,000	-31%	-$458K	0.75%	31
2015 Q4	$1.41M	Buy	16,000 +4,000	+33%	+$347K	0.95%	21
2015 Q3	$952K	Sell	12,000 -1,000	-8%	-$82.3K	0.68%	38
2015 Q2	$1.04M	Sell	13,000 -7,000	-35%	-$576K	0.68%	37
2015 Q1	$1.51M	Sell	20,000 -5,000	-20%	-$406K	0.66%	30
2014 Q4	$2.04M	Sell	25,000 -7,000	-22%	-$601K	0.91%	21
2014 Q3	$2.67M	Hold	32,000	–	–	1.24%	12
2014 Q2	$2.7M	Buy	32,000 +1,000	+3%	+$86.1K	1.24%	13
2014 Q1	$2.54M	Hold	31,000	–	–	1.21%	16
2013 Q4	$2.7M	Buy	31,000 +3,000	+11%	+$262K	1.32%	13
2013 Q3	$2.42M	Hold	28,000	–	–	1.5%	11
2013 Q2	$2.42M	Buy	+28,000	New	+$2.6M	1.45%	9

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

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

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

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

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

New Jersey Better Educational Savings Trust's PM Position: Q2 2025 in Review

New Jersey Better Educational Savings Trust sold out of Philip Morris (PM) in Q2 2025, closing a stake of 1,349 shares — an estimated $214K sold.

New Jersey Better Educational Savings Trust first reported a position in PM in Q2 2013 and held it in 31 quarters. The position peaked at $2.7M in Q4 2013. 2,842 funds tracked by Wall St. Rank hold PM as of Q2 2025.

New Jersey Better Educational Savings Trust reported no remaining Philip Morris position as of Q2 2025 after selling out during the quarter.
New Jersey Better Educational Savings Trust sold 1,349 Philip Morris shares in Q2 2025, an estimated $214K.
New Jersey Better Educational Savings Trust first reported a position in Philip Morris in Q2 2013 and held it in 31 quarters.
New Jersey Better Educational Savings Trust's Philip Morris position peaked at $2.7M in Q4 2013.
2,842 funds tracked by Wall St. Rank held Philip Morris as of Q2 2025.

Based on New Jersey Better Educational Savings Trust's 13F filing for Q2 2025, filed 5 Aug 2025.