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PBMares Wealth Management’s Philip Morris PM Stock Holding History

PBMares Wealth Management’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 		$2.36M Sell
14,579
-59
-0.4% -$9.93K 0.38% 36
2025
Q2 		$2.67M Buy
14,638
+93
+0.6% +$16K 0.49% 31
2025
Q1 		$2.31M Buy
14,545
+7,295
+101% +$1.03M 0.46% 31
2024
Q4 		$872K Sell
7,250
-596
-8% -$75.2K 0.18% 77
2024
Q3 		$953K Sell
7,846
-115
-1% -$13.4K 0.2% 69
2024
Q2 		$807K Sell
7,961
-393
-5% -$38.4K 0.2% 79
2024
Q1 		$765K Sell
8,354
-257
-3% -$23.7K 0.2% 82
2023
Q4 		$810K Sell
8,611
-1,801
-17% -$166K 0.24% 69
2023
Q3 		$964K Buy
10,412
+250
+2% +$24.1K 0.35% 53
2023
Q2 		$992K Sell
10,162
-100
-1% -$9.55K 0.35% 52
2023
Q1 		$998K Buy
10,262
+1,149
+13% +$115K 0.37% 50
2022
Q4 		$922K Sell
9,113
-1,000
-10% -$94.4K 0.37% 52
2022
Q3 		$839K Sell
10,113
-882
-8% -$84.1K 0.37% 52
2022
Q2 		$1.09M Sell
10,995
-2,291
-17% -$234K 0.47% 45
2022
Q1 		$1.25M Sell
13,286
-4,479
-25% -$448K 0.77% 29
2021
Q4 		$1.69M Sell
17,765
-370
-2% -$34.6K 0.71% 22
2021
Q3 		$1.72M Sell
18,135
-1,021
-5% -$103K 0.82% 21
2021
Q2 		$1.9M Sell
19,156
-1,215
-6% -$117K 1.03% 17
2021
Q1 		$1.81M Buy
20,371
+7,612
+60% +$646K 1.48% 13
2020
Q4 		$1.06M Buy
12,759
+7,512
+143% +$585K 1.21% 22
2020
Q3 		$393K Buy
5,247
+266
+5% +$20.5K 0.58% 61
2020
Q2 		$349K Hold
4,981
– – 0.52% 68
2020
Q1 		$363K Buy
4,981
+334
+7% +$27.5K 0.57% 63
2019
Q4 		$395K Buy
+4,647
New +$383K 0.47% 71

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

PBMares Wealth Management's PM Position: Q3 2025 in Review

PBMares Wealth Management reduced its Philip Morris (PM) stake by 0.4% in Q3 2025, selling an estimated $9.93K and leaving 14,579 shares worth $2.36M. The position accounts for 0.38% of the portfolio, ranked #36.

PBMares Wealth Management first reported a position in PM in Q4 2019 and has held it in 24 quarters since. The position peaked at $2.67M in Q2 2025. 2,731 funds tracked by Wall St. Rank hold PM as of Q3 2025.

  • PBMares Wealth Management held 14,579 shares of Philip Morris worth $2.36M as of Q3 2025.
  • PBMares Wealth Management sold 59 Philip Morris shares in Q3 2025, an estimated $9.93K.
  • Philip Morris made up 0.38% of PBMares Wealth Management's portfolio in Q3 2025, its #36 holding.
  • PBMares Wealth Management first reported a position in Philip Morris in Q4 2019 and has held it in 24 quarters since.
  • PBMares Wealth Management's Philip Morris position peaked at $2.67M in Q2 2025.
  • 2,731 funds tracked by Wall St. Rank held Philip Morris as of Q3 2025.

Based on PBMares Wealth Management's 13F filing for Q3 2025, filed 27 Oct 2025.