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RIA Advisory Group’s Philip Morris PM Stock Holding History

RIA Advisory Group’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
Q1 		– Sell
-4,717
Closed -$568K – 160
2024
Q4 		$568K Sell
4,717
-750
-14% -$94.6K 0.19% 67
2024
Q3 		$664K Buy
+5,467
New +$635K 0.23% 55
2024
Q1 		$382K Buy
+4,166
New +$384K 0.15% 83
2023
Q4 		– Sell
-8,576
Closed -$794K – 173
2023
Q3 		$794K Sell
8,576
-607
-7% -$58.4K 0.36% 39
2023
Q2 		$896K Buy
9,183
+903
+11% +$86.3K 0.39% 37
2023
Q1 		$805K Buy
+8,280
New +$825K 0.37% 42

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

RIA Advisory Group's PM Position: Q1 2025 in Review

RIA Advisory Group sold out of Philip Morris (PM) in Q1 2025, closing a stake of 4,717 shares — an estimated $568K sold.

RIA Advisory Group first reported a position in PM in Q1 2023 and held it in 6 quarters. The position peaked at $896K in Q2 2023. 2,708 funds tracked by Wall St. Rank hold PM as of Q1 2025.

  • RIA Advisory Group reported no remaining Philip Morris position as of Q1 2025 after selling out during the quarter.
  • RIA Advisory Group sold 4,717 Philip Morris shares in Q1 2025, an estimated $568K.
  • RIA Advisory Group first reported a position in Philip Morris in Q1 2023 and held it in 6 quarters.
  • RIA Advisory Group's Philip Morris position peaked at $896K in Q2 2023.
  • 2,708 funds tracked by Wall St. Rank held Philip Morris as of Q1 2025.

Based on RIA Advisory Group's 13F filing for Q1 2025, filed 12 May 2025.