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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-7,140
Closed -$867K 210
2024
Q3
$867K Buy
+7,140
New +$830K 0.21% 50
2024
Q2
Sell
-7,440
Closed -$682K 185
2024
Q1
$682K Buy
+7,440
New +$686K 0.22% 49

Other funds holding PM

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.