Sherbrooke Park Advisers’s Philip Morris PM Stock Holding History

Sherbrooke Park Advisers’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	-3,082	Closed	-$500K	–	459
2025 Q3	$500K	Buy	3,082 +1,080	+54%	+$182K	0.23%	168
2025 Q2	$365K	Sell	2,002 -341	-15%	-$58.6K	0.16%	266
2025 Q1	$372K	Sell	2,343 -6,042	-72%	-$856K	0.17%	222
2024 Q4	$1.01M	Sell	8,385 -2,733	-25%	-$345K	0.32%	47
2024 Q3	$1.35M	Buy	11,118 +5,890	+113%	+$684K	0.31%	39
2024 Q2	$530K	Sell	5,228 -20,668	-80%	-$2.02M	0.09%	379
2024 Q1	$2.37M	Buy	+25,896	New	+$2.39M	0.46%	9
2023 Q2	–	Sell	-2,300	Closed	-$224K	–	377
2023 Q1	$224K	Sell	2,300 -2,600	-53%	-$259K	0.34%	151
2022 Q4	$496K	Buy	+4,900	New	+$462K	0.36%	120

Other funds holding PM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Sherbrooke Park Advisers's PM Position: Q4 2025 in Review

Sherbrooke Park Advisers sold out of Philip Morris (PM) in Q4 2025, closing a stake of 3,082 shares — an estimated $500K sold.

Sherbrooke Park Advisers first reported a position in PM in Q4 2022 and held it in 9 quarters. The position peaked at $2.37M in Q1 2024. 2,808 funds tracked by Wall St. Rank hold PM as of Q4 2025.

Sherbrooke Park Advisers reported no remaining Philip Morris position as of Q4 2025 after selling out during the quarter.
Sherbrooke Park Advisers sold 3,082 Philip Morris shares in Q4 2025, an estimated $500K.
Sherbrooke Park Advisers first reported a position in Philip Morris in Q4 2022 and held it in 9 quarters.
Sherbrooke Park Advisers's Philip Morris position peaked at $2.37M in Q1 2024.
2,808 funds tracked by Wall St. Rank held Philip Morris as of Q4 2025.

Based on Sherbrooke Park Advisers's 13F filing for Q4 2025, filed 17 Feb 2026.