NFC
PM icon

Northeast Financial Consultants’s Philip Morris PM Stock Holding History

Northeast Financial Consultants’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 		$6.7M Hold
36,778
– – 0.27% 54
2025
Q1 		$5.84M Hold
36,778
– – 0.26% 56
2024
Q4 		$4.43M Hold
36,778
– – 0.19% 68
2024
Q3 		$4.46M Buy
36,778
+1,036
+3% +$120K 0.2% 68
2024
Q2 		$3.62M Sell
35,742
-100
-0.3% -$9.78K 0.17% 75
2024
Q1 		$3.28M Buy
35,842
+24
+0.1% +$2.21K 0.16% 85
2023
Q4 		$3.37M Hold
35,818
– – 0.19% 81
2023
Q3 		$3.32M Hold
35,818
– – 0.21% 73
2023
Q2 		$3.5M Sell
35,818
-161
-0.4% -$15.4K 0.21% 70
2023
Q1 		$3.5M Hold
35,979
– – 0.22% 67
2022
Q4 		$3.64M Sell
35,979
-43
-0.1% -$4.06K 0.25% 64
2022
Q3 		$2.99M Hold
36,022
– – 0.22% 70
2022
Q2 		$3.56M Sell
36,022
-1,268
-3% -$129K 0.25% 66
2022
Q1 		$3.5M Buy
37,290
+1,268
+4% +$127K 0.2% 72
2021
Q4 		$3.42M Buy
36,022
+4
+0% +$374 0.21% 65
2021
Q3 		$3.41M Hold
36,018
– – 0.23% 66
2021
Q2 		$3.57M Sell
36,018
-2,500
-6% -$240K 0.24% 63
2021
Q1 		$3.42M Hold
38,518
– – 0.26% 60
2020
Q4 		$3.19M Hold
38,518
– – 0.26% 61
2020
Q3 		$2.89M Sell
38,518
-150
-0.4% -$11.6K 0.26% 58
2020
Q2 		$2.71M Sell
38,668
-6,029
-13% -$440K 0.26% 54
2020
Q1 		$3.26M Hold
44,697
– – 0.37% 49
2019
Q4 		$3.8M Sell
44,697
-560
-1% -$46.2K 0.34% 58
2019
Q3 		$3.44M Sell
45,257
-417
-0.9% -$33K 0.35% 60
2019
Q2 		$3.59M Sell
45,674
-25
-0.1% -$2.06K 0.37% 51
2019
Q1 		$4.04M Buy
45,699
+277
+0.6% +$22.3K 0.45% 42
2018
Q4 		$3.03M Buy
45,422
+10,201
+29% +$852K 0.42% 42
2018
Q3 		$2.87M Buy
+35,221
New +$2.89M 0.79% 23

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

Northeast Financial Consultants's PM Position: Q2 2025 in Review

Northeast Financial Consultants held its Philip Morris (PM) position steady in Q2 2025 at 36,778 shares worth $6.7M. The position accounts for 0.27% of the portfolio, ranked #54.

Northeast Financial Consultants first reported a position in PM in Q3 2018 and has held it in 28 quarters since. 2,842 funds tracked by Wall St. Rank hold PM as of Q2 2025.

  • Northeast Financial Consultants held 36,778 shares of Philip Morris worth $6.7M as of Q2 2025.
  • Northeast Financial Consultants left its Philip Morris share count unchanged in Q2 2025.
  • Philip Morris made up 0.27% of Northeast Financial Consultants's portfolio in Q2 2025, its #54 holding.
  • Northeast Financial Consultants first reported a position in Philip Morris in Q3 2018 and has held it in 28 quarters since.
  • 2,842 funds tracked by Wall St. Rank held Philip Morris as of Q2 2025.

Based on Northeast Financial Consultants's 13F filing for Q2 2025, filed 15 Aug 2025.