PAYA
PM icon

Phil A. Younker & Associates’s Philip Morris PM Stock Holding History

Phil A. Younker & Associates’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 		– Sell
-3,248
Closed -$527K – 38
2025
Q3 		$527K Sell
3,248
-2,246
-41% -$378K 0.4% 25
2025
Q2 		$1M Sell
5,494
-2,995
-35% -$514K 0.99% 14
2025
Q1 		$1.35M Sell
8,489
-94
-1% -$13.3K 1.33% 12
2024
Q4 		$1.03M Buy
+8,583
New +$1.08M 1.03% 13

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 $3.37T AUM 44.26% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Phil A. Younker & Associates's PM Position: Q4 2025 in Review

Phil A. Younker & Associates sold out of Philip Morris (PM) in Q4 2025, closing a stake of 3,248 shares — an estimated $527K sold.

Phil A. Younker & Associates first reported a position in PM in Q4 2024 and held it in 4 quarters. The position peaked at $1.35M in Q1 2025. 2,811 funds tracked by Wall St. Rank hold PM as of Q4 2025.

  • Phil A. Younker & Associates reported no remaining Philip Morris position as of Q4 2025 after selling out during the quarter.
  • Phil A. Younker & Associates sold 3,248 Philip Morris shares in Q4 2025, an estimated $527K.
  • Phil A. Younker & Associates first reported a position in Philip Morris in Q4 2024 and held it in 4 quarters.
  • Phil A. Younker & Associates's Philip Morris position peaked at $1.35M in Q1 2025.
  • 2,811 funds tracked by Wall St. Rank held Philip Morris as of Q4 2025.

Based on Phil A. Younker & Associates's 13F filing for Q4 2025, filed 27 Jan 2026.