SC
PM icon

Scholtz & Company’s Philip Morris PM Stock Holding History

Scholtz & Company’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
-20,939
Closed -$3.4M – 53
2025
Q3 		$3.4M Buy
20,939
+7,340
+54% +$1.23M 1.49% 26
2025
Q2 		$2.48M Sell
13,599
-135
-1% -$23.2K 1.09% 32
2025
Q1 		$2.18M Buy
+13,734
New +$1.95M 1.08% 31
2018
Q2 		– Sell
-3,365
Closed -$334K – 62
2018
Q1 		$334K Sell
3,365
-250
-7% -$26K 0.25% 48
2017
Q4 		$382K Buy
+3,615
New +$385K 0.28% 52

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Scholtz & Company's PM Position: Q4 2025 in Review

Scholtz & Company sold out of Philip Morris (PM) in Q4 2025, closing a stake of 20,939 shares — an estimated $3.4M sold.

Scholtz & Company first reported a position in PM in Q4 2017 and held it in 5 quarters. The position peaked at $3.4M in Q3 2025. 2,806 funds tracked by Wall St. Rank hold PM as of Q4 2025.

  • Scholtz & Company reported no remaining Philip Morris position as of Q4 2025 after selling out during the quarter.
  • Scholtz & Company sold 20,939 Philip Morris shares in Q4 2025, an estimated $3.4M.
  • Scholtz & Company first reported a position in Philip Morris in Q4 2017 and held it in 5 quarters.
  • Scholtz & Company's Philip Morris position peaked at $3.4M in Q3 2025.
  • 2,806 funds tracked by Wall St. Rank held Philip Morris as of Q4 2025.

Based on Scholtz & Company's 13F filing for Q4 2025, filed 11 Feb 2026.