Oak Hill Wealth Advisors’s Philip Morris PM Stock Holding History

Oak Hill Wealth Advisors’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	$1.71M	Sell	10,533 -632	-6%	-$106K	0.32%	49
2025 Q2	$1.98M	Sell	11,165 -160	-1%	-$27.5K	0.41%	37
2025 Q1	$1.8M	Buy	11,325 +1,762	+18%	+$250K	0.42%	38
2024 Q4	$1.15M	Buy	+9,563	New	+$1.21M	0.27%	44
2024 Q3	–	Sell	-7,440	Closed	-$864K	–	190
2024 Q2	$754K	Buy	+7,440	New	+$727K	0.23%	47
2024 Q1	–	Sell	-7,440	Closed	-$686K	–	177
2023 Q4	$700K	Sell	7,440 -214	-3%	-$19.7K	0.24%	47
2023 Q3	$709K	Buy	7,654 +213	+3%	+$20.5K	0.27%	45
2023 Q2	$726K	Buy	7,441 +1	+0%	+$96	0.27%	47
2023 Q1	$724K	Hold	7,440	–	–	0.29%	49
2022 Q4	$753K	Buy	+7,440	New	+$702K	0.31%	48

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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

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

Oak Hill Wealth Advisors's PM Position: Q3 2025 in Review

Oak Hill Wealth Advisors reduced its Philip Morris (PM) stake by 5.7% in Q3 2025, selling an estimated $106K and leaving 10,533 shares worth $1.71M. The position accounts for 0.32% of the portfolio, ranked #49.

Oak Hill Wealth Advisors first reported a position in PM in Q4 2022 and has held it in 10 quarters since. The position peaked at $1.98M in Q2 2025. 2,731 funds tracked by Wall St. Rank hold PM as of Q3 2025.

Oak Hill Wealth Advisors held 10,533 shares of Philip Morris worth $1.71M as of Q3 2025.
Oak Hill Wealth Advisors sold 632 Philip Morris shares in Q3 2025, an estimated $106K.
Philip Morris made up 0.32% of Oak Hill Wealth Advisors's portfolio in Q3 2025, its #49 holding.
Oak Hill Wealth Advisors first reported a position in Philip Morris in Q4 2022 and has held it in 10 quarters since.
Oak Hill Wealth Advisors's Philip Morris position peaked at $1.98M in Q2 2025.
2,731 funds tracked by Wall St. Rank held Philip Morris as of Q3 2025.

Based on Oak Hill Wealth Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.