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Northwest Capital Management’s Philip Morris PM Stock Holding History

Northwest Capital 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 		– Sell
-48
Closed -$8.74K – 308
2025
Q2 		$8.74K Hold
48
– – ﹤0.01% 281
2025
Q1 		$7.62K Sell
48
-27
-36% -$3.82K ﹤0.01% 333
2024
Q4 		$9.03K Sell
75
-243
-76% -$30.7K ﹤0.01% 317
2024
Q3 		$38.6K Sell
318
-74
-19% -$8.6K 0.01% 210
2024
Q2 		$39.7K Sell
392
-422
-52% -$41.3K 0.01% 198
2024
Q1 		$74.6K Sell
814
-440
-35% -$40.6K 0.02% 196
2023
Q4 		$118K Sell
1,254
-152
-11% -$14K 0.04% 163
2023
Q3 		$130K Hold
1,406
– – 0.05% 144
2023
Q2 		$137K Buy
+1,406
New +$134K 0.06% 140
2019
Q1 		– Sell
-4,555
Closed -$304K – 74
2018
Q4 		$304K Buy
4,555
+3
+0.1% +$251 0.43% 44
2018
Q3 		$371K Buy
4,552
+2
+0% +$164 0.39% 43
2018
Q2 		$367K Buy
4,550
+2
+0% +$170 0.46% 34
2018
Q1 		$452K Buy
4,548
+2
+0% +$208 0.48% 35
2017
Q4 		$480K Buy
+4,546
New +$484K 0.53% 32

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

Northwest Capital Management's PM Position: Q3 2025 in Review

Northwest Capital Management sold out of Philip Morris (PM) in Q3 2025, closing a stake of 48 shares — an estimated $8.74K sold.

Northwest Capital Management first reported a position in PM in Q4 2017 and held it in 14 quarters. The position peaked at $480K in Q4 2017. 2,731 funds tracked by Wall St. Rank hold PM as of Q3 2025.

  • Northwest Capital Management reported no remaining Philip Morris position as of Q3 2025 after selling out during the quarter.
  • Northwest Capital Management sold 48 Philip Morris shares in Q3 2025, an estimated $8.74K.
  • Northwest Capital Management first reported a position in Philip Morris in Q4 2017 and held it in 14 quarters.
  • Northwest Capital Management's Philip Morris position peaked at $480K in Q4 2017.
  • 2,731 funds tracked by Wall St. Rank held Philip Morris as of Q3 2025.

Based on Northwest Capital Management's 13F filing for Q3 2025, filed 20 Oct 2025.