RA
PM icon

Rise Advisors’s Philip Morris PM Stock Holding History

Rise 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 		– Sell
-102
Closed -$16.5K – 1083
2025
Q3 		$16.5K Buy
102
+41
+67% +$6.9K 0.01% 696
2025
Q2 		$11.2K Buy
61
+40
+190% +$6.87K ﹤0.01% 924
2025
Q1 		$3.39K Buy
21
+4
+24% +$567 ﹤0.01% 1163
2024
Q4 		$2.08K Sell
17
-134
-89% -$16.9K ﹤0.01% 1073
2024
Q3 		$18.3K Buy
151
+8
+6% +$930 0.01% 745
2024
Q2 		$14.5K Buy
+143
New +$14K 0.01% 848

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

Rise Advisors's PM Position: Q4 2025 in Review

Rise Advisors sold out of Philip Morris (PM) in Q4 2025, closing a stake of 102 shares — an estimated $16.5K sold.

Rise Advisors first reported a position in PM in Q2 2024 and held it in 6 quarters. The position peaked at $18.3K in Q3 2024. 2,811 funds tracked by Wall St. Rank hold PM as of Q4 2025.

  • Rise Advisors reported no remaining Philip Morris position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 102 Philip Morris shares in Q4 2025, an estimated $16.5K.
  • Rise Advisors first reported a position in Philip Morris in Q2 2024 and held it in 6 quarters.
  • Rise Advisors's Philip Morris position peaked at $18.3K in Q3 2024.
  • 2,811 funds tracked by Wall St. Rank held Philip Morris as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.