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Orion Portfolio Solutions’s Philip Morris PM Stock Holding History

Orion Portfolio Solutions’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
Q1 		$31.7M Buy
199,498
+6,047
+3% +$857K 0.31% 52
2024
Q4 		$23.3M Buy
193,451
+3,910
+2% +$493K 0.23% 76
2024
Q3 		$23M Buy
189,541
+9,112
+5% +$1.06M 0.23% 82
2024
Q2 		$18.3M Buy
180,429
+3,957
+2% +$387K 0.19% 103
2024
Q1 		$16.2M Sell
176,472
-9,587
-5% -$884K 0.17% 122
2023
Q4 		$17.9M Sell
186,059
-11,493
-6% -$1.06M 0.21% 99
2023
Q3 		$18.3M Buy
197,552
+1,036
+0.5% +$99.7K 0.22% 94
2023
Q2 		$19.2M Sell
196,516
-447
-0.2% -$42.7K 0.2% 87
2023
Q1 		$19.2M Buy
196,963
+143,464
+268% +$14.3M 0.24% 83
2022
Q4 		$5.41M Buy
53,499
+5,171
+11% +$488K 0.19% 91
2022
Q3 		$4.01M Buy
48,328
+15,025
+45% +$1.43M 0.16% 98
2022
Q2 		$3.29M Buy
33,303
+2,764
+9% +$282K 0.13% 108
2022
Q1 		$2.87M Buy
30,539
+679
+2% +$67.9K 0.1% 132
2021
Q4 		$2.84M Sell
29,860
-264
-0.9% -$24.7K 0.09% 134
2021
Q3 		$2.85M Buy
30,124
+6,662
+28% +$670K 0.11% 125
2021
Q2 		$2.33M Buy
23,462
+558
+2% +$53.5K 0.09% 132
2021
Q1 		$2.03M Buy
22,904
+1,369
+6% +$116K 0.09% 133
2020
Q4 		$1.78M Sell
21,535
-45
-0.2% -$3.5K 0.08% 143
2020
Q3 		$1.62M Buy
21,580
+5,880
+37% +$454K 0.08% 134
2020
Q2 		$1.1M Buy
15,700
+479
+3% +$34.9K 0.06% 143
2020
Q1 		$1.11M Sell
15,221
-2,972
-16% -$245K 0.08% 119
2019
Q4 		$1.55M Buy
+18,193
New +$1.5M 0.12% 108

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 $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Orion Portfolio Solutions's PM Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Philip Morris (PM) stake by 3.1% in Q1 2025, buying an estimated $857K and bringing the position to 199,498 shares worth $31.7M. The position accounts for 0.31% of the portfolio, ranked #52.

Orion Portfolio Solutions first reported a position in PM in Q4 2019 and has held it in 22 quarters since. 2,711 funds tracked by Wall St. Rank hold PM as of Q1 2025.

  • Orion Portfolio Solutions held 199,498 shares of Philip Morris worth $31.7M as of Q1 2025.
  • Orion Portfolio Solutions bought 6,047 Philip Morris shares in Q1 2025, an estimated $857K.
  • Philip Morris made up 0.31% of Orion Portfolio Solutions's portfolio in Q1 2025, its #52 holding.
  • Orion Portfolio Solutions first reported a position in Philip Morris in Q4 2019 and has held it in 22 quarters since.
  • 2,711 funds tracked by Wall St. Rank held Philip Morris as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.