PrairieView Partners’s Philip Morris PM Stock Holding History

PrairieView Partners’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	$218K	Hold	1,200	–	–	0.02%	119
2025 Q1	$190K	Hold	1,200	–	–	0.02%	119
2024 Q4	$144K	Hold	1,200	–	–	0.02%	136
2024 Q3	$145K	Hold	1,200	–	–	0.02%	136
2024 Q2	$121K	Hold	1,200	–	–	0.01%	150
2024 Q1	$110K	Hold	1,200	–	–	0.01%	139
2023 Q4	$113K	Hold	1,200	–	–	0.01%	134
2023 Q3	$111K	Sell	1,200 -238	-17%	-$22.9K	0.02%	127
2023 Q2	$140K	Hold	1,438	–	–	0.02%	137
2023 Q1	$139K	Hold	1,438	–	–	0.02%	128
2022 Q4	$145K	Buy	1,438 +200	+16%	+$18.9K	0.02%	127
2022 Q3	$103K	Hold	1,238	–	–	0.02%	128
2022 Q2	$122K	Hold	1,238	–	–	0.02%	126
2022 Q1	$116K	Buy	1,238 +238	+24%	+$23.8K	0.02%	140
2021 Q4	$95K	Sell	1,000 -87	-8%	-$8.13K	0.01%	157
2021 Q3	$103K	Hold	1,087	–	–	0.02%	133
2021 Q2	$108K	Buy	1,087 +5	+0.5%	+$480	0.02%	127
2021 Q1	$96K	Hold	1,082	–	–	0.02%	128
2020 Q4	$90K	Hold	1,082	–	–	0.02%	123
2020 Q3	$81K	Hold	1,082	–	–	0.02%	117
2020 Q2	$76K	Hold	1,082	–	–	0.02%	117
2020 Q1	$79K	Buy	+1,082	New	+$89K	0.02%	112

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

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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

PrairieView Partners's PM Position: Q2 2025 in Review

PrairieView Partners held its Philip Morris (PM) position steady in Q2 2025 at 1,200 shares worth $218K. The position accounts for 0.02% of the portfolio, ranked #119.

PrairieView Partners first reported a position in PM in Q1 2020 and has held it in 22 quarters since. 2,842 funds tracked by Wall St. Rank hold PM as of Q2 2025.

PrairieView Partners held 1,200 shares of Philip Morris worth $218K as of Q2 2025.
PrairieView Partners left its Philip Morris share count unchanged in Q2 2025.
Philip Morris made up 0.02% of PrairieView Partners's portfolio in Q2 2025, its #119 holding.
PrairieView Partners first reported a position in Philip Morris in Q1 2020 and has held it in 22 quarters since.
2,842 funds tracked by Wall St. Rank held Philip Morris as of Q2 2025.

Based on PrairieView Partners's 13F filing for Q2 2025, filed 25 Jul 2025.