PFW Advisors’s Philip Morris PM Stock Holding History

PFW 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 Q3	–	Sell	-1,166	Closed	-$212K	–	133
2025 Q2	$212K	Buy	+1,166	New	+$200K	0.07%	121

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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

PFW Advisors's PM Position: Q3 2025 in Review

PFW Advisors sold out of Philip Morris (PM) in Q3 2025, closing a stake of 1,166 shares — an estimated $212K sold.

PFW Advisors first reported a position in PM in Q2 2025 and held it in 1 quarter. The position peaked at $212K in Q2 2025. 2,731 funds tracked by Wall St. Rank hold PM as of Q3 2025.

PFW Advisors reported no remaining Philip Morris position as of Q3 2025 after selling out during the quarter.
PFW Advisors sold 1,166 Philip Morris shares in Q3 2025, an estimated $212K.
PFW Advisors first reported a position in Philip Morris in Q2 2025 and held it in 1 quarter.
PFW Advisors's Philip Morris position peaked at $212K in Q2 2025.
2,731 funds tracked by Wall St. Rank held Philip Morris as of Q3 2025.

Based on PFW Advisors's 13F filing for Q3 2025, filed 14 Oct 2025.