PA
PM icon

PSI Advisors’s Philip Morris PM Stock Holding History

PSI 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
Q2 		– Sell
-339
Closed -$53.8K – 528
2025
Q1 		$53.8K Sell
339
-75
-18% -$10.6K 0.02% 233
2024
Q4 		$49.7K Buy
414
+1
+0.2% +$126 0.01% 277
2024
Q3 		$50.1K Buy
413
+1
+0.2% +$116 0.01% 275
2024
Q2 		$41.7K Sell
412
-67
-14% -$6.55K 0.01% 278
2024
Q1 		$43.9K Hold
479
– – 0.02% 273
2023
Q4 		$45K Buy
479
+101
+27% +$9.3K 0.02% 273
2023
Q3 		$35K Buy
378
+70
+23% +$6.74K 0.02% 292
2023
Q2 		$30K Sell
308
-631
-67% -$60.3K 0.01% 319
2023
Q1 		$91.3K Buy
939
+642
+216% +$64K 0.04% 165
2022
Q4 		$30.1K Buy
297
+1
+0.3% +$94 0.02% 271
2022
Q3 		$25K Buy
296
+1
+0.3% +$95 0.01% 302
2022
Q2 		$29K Buy
295
+1
+0.3% +$102 0.01% 309
2022
Q1 		$28K Buy
294
+1
+0.3% +$100 0.01% 327
2021
Q4 		$28K Hold
293
– – 0.01% 343
2021
Q3 		$28K Buy
+293
New +$29.5K 0.01% 345
2020
Q1 		– Sell
-1,003
Closed -$85K – 454
2019
Q4 		$85K Buy
+1,003
New +$82.7K 0.05% 203

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

PSI Advisors's PM Position: Q2 2025 in Review

PSI Advisors sold out of Philip Morris (PM) in Q2 2025, closing a stake of 339 shares — an estimated $53.8K sold.

PSI Advisors first reported a position in PM in Q4 2019 and held it in 16 quarters. The position peaked at $91.3K in Q1 2023. 2,842 funds tracked by Wall St. Rank hold PM as of Q2 2025.

  • PSI Advisors reported no remaining Philip Morris position as of Q2 2025 after selling out during the quarter.
  • PSI Advisors sold 339 Philip Morris shares in Q2 2025, an estimated $53.8K.
  • PSI Advisors first reported a position in Philip Morris in Q4 2019 and held it in 16 quarters.
  • PSI Advisors's Philip Morris position peaked at $91.3K in Q1 2023.
  • 2,842 funds tracked by Wall St. Rank held Philip Morris as of Q2 2025.

Based on PSI Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.