SP
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Sequent Planning’s Philip Morris PM Stock Holding History

Sequent Planning’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
Q3 		– Sell
-1,309
Closed -$238K – 204
2025
Q2 		$238K Sell
1,309
-4
-0.3% -$687 0.08% 143
2025
Q1 		$208K Buy
+1,313
New +$186K 0.08% 140

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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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

Sequent Planning's PM Position: Q3 2025 in Review

Sequent Planning sold out of Philip Morris (PM) in Q3 2025, closing a stake of 1,309 shares — an estimated $238K sold.

Sequent Planning first reported a position in PM in Q1 2025 and held it in 2 quarters. The position peaked at $238K in Q2 2025. 2,735 funds tracked by Wall St. Rank hold PM as of Q3 2025.

  • Sequent Planning reported no remaining Philip Morris position as of Q3 2025 after selling out during the quarter.
  • Sequent Planning sold 1,309 Philip Morris shares in Q3 2025, an estimated $238K.
  • Sequent Planning first reported a position in Philip Morris in Q1 2025 and held it in 2 quarters.
  • Sequent Planning's Philip Morris position peaked at $238K in Q2 2025.
  • 2,735 funds tracked by Wall St. Rank held Philip Morris as of Q3 2025.

Based on Sequent Planning's 13F filing for Q3 2025, filed 12 Nov 2025.