Saranac Partners’s Philip Morris PM Stock Holding History

Saranac Partners’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	-231	Closed	-$37.7K	–	126
2025 Q3	$37.7K	Buy	+231	New	+$38.9K	0.01%	294

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 $1.9T AUM 41.92% 1-Year Est. Return

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

Saranac Partners's PM Position: Q4 2025 in Review

Saranac Partners sold out of Philip Morris (PM) in Q4 2025, closing a stake of 231 shares — an estimated $37.7K sold.

Saranac Partners first reported a position in PM in Q3 2025 and held it in 1 quarter. The position peaked at $37.7K in Q3 2025. 2,809 funds tracked by Wall St. Rank hold PM as of Q4 2025.

Saranac Partners reported no remaining Philip Morris position as of Q4 2025 after selling out during the quarter.
Saranac Partners sold 231 Philip Morris shares in Q4 2025, an estimated $37.7K.
Saranac Partners first reported a position in Philip Morris in Q3 2025 and held it in 1 quarter.
Saranac Partners's Philip Morris position peaked at $37.7K in Q3 2025.
2,809 funds tracked by Wall St. Rank held Philip Morris as of Q4 2025.

Based on Saranac Partners's 13F filing for Q4 2025, filed 6 Feb 2026.