Redmont Wealth Advisors’s Philip Morris PM Stock Holding History

Redmont Wealth 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 Q4	$54.2K	Hold	338	–	–	0.08%	92
2025 Q3	$54.8K	Hold	338	–	–	0.08%	98
2025 Q2	$61.6K	Buy	338 +119	+54%	+$20.4K	0.09%	86
2025 Q1	$34.8K	Buy	+219	New	+$31K	0.07%	83
2024 Q4	–	Sell	-175	Closed	-$21.2K	–	242
2024 Q3	$21.2K	Hold	175	–	–	0.03%	134
2024 Q2	$17.7K	Hold	175	–	–	0.03%	143
2024 Q1	$16K	Buy	+175	New	+$16.1K	0.02%	160
2023 Q1	–	Sell	-2,056	Closed	-$208K	–	100
2022 Q4	$208K	Buy	+2,056	New	+$194K	0.24%	101
2022 Q3	–	Sell	-2,055	Closed	-$203K	–	107
2022 Q2	$203K	Buy	+2,055	New	+$210K	0.25%	98

Other funds holding PM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Redmont Wealth Advisors's PM Position: Q4 2025 in Review

Redmont Wealth Advisors held its Philip Morris (PM) position steady in Q4 2025 at 338 shares worth $54.2K. The position accounts for 0.08% of the portfolio, ranked #92.

Redmont Wealth Advisors first reported a position in PM in Q2 2022 and has held it in 9 quarters since. The position peaked at $208K in Q4 2022. 2,812 funds tracked by Wall St. Rank hold PM as of Q4 2025.

Redmont Wealth Advisors held 338 shares of Philip Morris worth $54.2K as of Q4 2025.
Redmont Wealth Advisors left its Philip Morris share count unchanged in Q4 2025.
Philip Morris made up 0.08% of Redmont Wealth Advisors's portfolio in Q4 2025, its #92 holding.
Redmont Wealth Advisors first reported a position in Philip Morris in Q2 2022 and has held it in 9 quarters since.
Redmont Wealth Advisors's Philip Morris position peaked at $208K in Q4 2022.
2,812 funds tracked by Wall St. Rank held Philip Morris as of Q4 2025.

Based on Redmont Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.