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Sierra Ocean’s Philip Morris PM Stock Holding History

Sierra Ocean’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
-582
Closed -$106K – 717
2025
Q2 		$106K Sell
582
-125
-18% -$21.5K 0.08% 100
2025
Q1 		$112K Buy
707
+398
+129% +$56.4K 0.09% 91
2024
Q4 		$37.2K Buy
+309
New +$39K 0.03% 210

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

Sierra Ocean's PM Position: Q3 2025 in Review

Sierra Ocean sold out of Philip Morris (PM) in Q3 2025, closing a stake of 582 shares — an estimated $106K sold.

Sierra Ocean first reported a position in PM in Q4 2024 and held it in 3 quarters. The position peaked at $112K in Q1 2025. 2,735 funds tracked by Wall St. Rank hold PM as of Q3 2025.

  • Sierra Ocean reported no remaining Philip Morris position as of Q3 2025 after selling out during the quarter.
  • Sierra Ocean sold 582 Philip Morris shares in Q3 2025, an estimated $106K.
  • Sierra Ocean first reported a position in Philip Morris in Q4 2024 and held it in 3 quarters.
  • Sierra Ocean's Philip Morris position peaked at $112K in Q1 2025.
  • 2,735 funds tracked by Wall St. Rank held Philip Morris as of Q3 2025.

Based on Sierra Ocean's 13F filing for Q3 2025, filed 7 Nov 2025.