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Principia Wealth Advisory’s Philip Morris PM Stock Holding History

Principia Wealth Advisory’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 		$110K Buy
687
+387
+129% +$60K 0.07% 95
2025
Q3 		$48.7K Buy
300
+225
+300% +$37.9K 0.03% 122
2025
Q2 		$13.7K Buy
75
+18
+32% +$3.09K 0.01% 147
2025
Q1 		$8.65K Buy
57
+19
+50% +$2.69K 0.01% 136
2024
Q4 		$4.57K Buy
+38
New +$4.79K ﹤0.01% 157

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

Principia Wealth Advisory's PM Position: Q4 2025 in Review

Principia Wealth Advisory increased its Philip Morris (PM) stake by 129% in Q4 2025, buying an estimated $60K and bringing the position to 687 shares worth $110K. The position accounts for 0.07% of the portfolio, ranked #95.

Principia Wealth Advisory first reported a position in PM in Q4 2024 and has held it in 5 quarters since. 2,812 funds tracked by Wall St. Rank hold PM as of Q4 2025.

  • Principia Wealth Advisory held 687 shares of Philip Morris worth $110K as of Q4 2025.
  • Principia Wealth Advisory bought 387 Philip Morris shares in Q4 2025, an estimated $60K.
  • Philip Morris made up 0.07% of Principia Wealth Advisory's portfolio in Q4 2025, its #95 holding.
  • Principia Wealth Advisory first reported a position in Philip Morris in Q4 2024 and has held it in 5 quarters since.
  • 2,812 funds tracked by Wall St. Rank held Philip Morris as of Q4 2025.

Based on Principia Wealth Advisory's 13F filing for Q4 2025, filed 10 Feb 2026.