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Pineridge Advisors’s Philip Morris PM Stock Holding History

Pineridge 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 		$96.8K Buy
597
+1
+0.2% +$168 0.03% 80
2025
Q2 		$109K Hold
596
– – 0.04% 73
2025
Q1 		$94.6K Buy
596
+7
+1% +$992 0.04% 80
2024
Q4 		$70.9K Buy
589
+6
+1% +$757 0.03% 114
2024
Q3 		$70.7K Hold
583
– – 0.03% 116
2024
Q2 		$59K Hold
583
– – 0.02% 130
2024
Q1 		$53.4K Sell
583
-267
-31% -$24.6K 0.02% 133
2023
Q4 		$79.9K Buy
+850
New +$78.3K 0.03% 124

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

Pineridge Advisors's PM Position: Q3 2025 in Review

Pineridge Advisors increased its Philip Morris (PM) stake by 0.17% in Q3 2025, buying an estimated $168 and bringing the position to 597 shares worth $96.8K. The position accounts for 0.03% of the portfolio, ranked #80.

Pineridge Advisors first reported a position in PM in Q4 2023 and has held it in 8 quarters since. The position peaked at $109K in Q2 2025. 2,731 funds tracked by Wall St. Rank hold PM as of Q3 2025.

  • Pineridge Advisors held 597 shares of Philip Morris worth $96.8K as of Q3 2025.
  • Pineridge Advisors bought 1 Philip Morris share in Q3 2025, an estimated $168.
  • Philip Morris made up 0.03% of Pineridge Advisors's portfolio in Q3 2025, its #80 holding.
  • Pineridge Advisors first reported a position in Philip Morris in Q4 2023 and has held it in 8 quarters since.
  • Pineridge Advisors's Philip Morris position peaked at $109K in Q2 2025.
  • 2,731 funds tracked by Wall St. Rank held Philip Morris as of Q3 2025.

Based on Pineridge Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.