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Parkside Advisors’s Philip Morris PM Stock Holding History

Parkside 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
Q2 		$1.08M Hold
5,905
– – 0.24% 40
2025
Q1 		$945K Hold
5,905
– – 0.23% 41
2024
Q4 		$719K Sell
5,905
-615
-9% -$77.6K 0.17% 44
2024
Q3 		$800K Hold
6,520
– – 0.19% 42
2024
Q2 		$669K Hold
6,520
– – 0.17% 43
2024
Q1 		$606K Sell
6,520
-77
-1% -$7.1K 0.16% 47
2023
Q4 		$629K Hold
6,597
– – 0.17% 42
2023
Q3 		$619K Hold
6,597
– – 0.19% 38
2023
Q2 		$652K Hold
6,597
– – 0.2% 36
2023
Q1 		$642K Sell
6,597
-605
-8% -$60.3K 0.21% 36
2022
Q4 		$738K Buy
+7,202
New +$680K 0.26% 39

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Parkside Advisors's PM Position: Q2 2025 in Review

Parkside Advisors held its Philip Morris (PM) position steady in Q2 2025 at 5,905 shares worth $1.08M. The position accounts for 0.24% of the portfolio, ranked #40.

Parkside Advisors first reported a position in PM in Q4 2022 and has held it in 11 quarters since. 2,842 funds tracked by Wall St. Rank hold PM as of Q2 2025.

  • Parkside Advisors held 5,905 shares of Philip Morris worth $1.08M as of Q2 2025.
  • Parkside Advisors left its Philip Morris share count unchanged in Q2 2025.
  • Philip Morris made up 0.24% of Parkside Advisors's portfolio in Q2 2025, its #40 holding.
  • Parkside Advisors first reported a position in Philip Morris in Q4 2022 and has held it in 11 quarters since.
  • 2,842 funds tracked by Wall St. Rank held Philip Morris as of Q2 2025.

Based on Parkside Advisors's 13F filing for Q2 2025, filed 9 Jul 2025.