ORG Partners’s Philip Morris PM Stock Holding History

ORG Partners’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 Q4	$1.15M	Buy	7,140 +896	+14%	+$139K	0.2%	108
2025 Q3	$1.01M	Buy	6,244 +438	+8%	+$73.7K	0.18%	112
2025 Q2	$1.03M	Buy	5,806 +468	+9%	+$80.4K	0.22%	95
2025 Q1	$844K	Sell	5,338 -800	-13%	-$113K	0.21%	90
2024 Q4	$739K	Sell	6,138 -63	-1%	-$7.95K	0.1%	142
2024 Q3	$753K	Sell	6,201 -2,969	-32%	-$345K	0.12%	125
2024 Q2	$929K	Buy	9,170 +5,748	+168%	+$562K	0.12%	153
2024 Q1	$313K	Sell	3,422 -15,705	-82%	-$1.45M	0.6%	24
2023 Q4	$1.8M	Buy	19,127 +8,411	+78%	+$775K	0.3%	64
2023 Q3	$992K	Sell	10,716 -7,112	-40%	-$684K	0.29%	82
2023 Q2	$1.75M	Buy	17,828 +3,994	+29%	+$382K	0.28%	69
2023 Q1	$1.35M	Buy	+13,834	New	+$1.38M	0.33%	59

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

ORG Partners's PM Position: Q4 2025 in Review

ORG Partners increased its Philip Morris (PM) stake by 14% in Q4 2025, buying an estimated $139K and bringing the position to 7,140 shares worth $1.15M. The position accounts for 0.2% of the portfolio, ranked #108.

ORG Partners first reported a position in PM in Q1 2023 and has held it in 12 quarters since. The position peaked at $1.8M in Q4 2023. 2,806 funds tracked by Wall St. Rank hold PM as of Q4 2025.

ORG Partners held 7,140 shares of Philip Morris worth $1.15M as of Q4 2025.
ORG Partners bought 896 Philip Morris shares in Q4 2025, an estimated $139K.
Philip Morris made up 0.2% of ORG Partners's portfolio in Q4 2025, its #108 holding.
ORG Partners first reported a position in Philip Morris in Q1 2023 and has held it in 12 quarters since.
ORG Partners's Philip Morris position peaked at $1.8M in Q4 2023.
2,806 funds tracked by Wall St. Rank held Philip Morris as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.