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Significant Wealth Partners’s Philip Morris PM Stock Holding History

Significant Wealth 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
-1,317
Closed -$214K – 100
2025
Q3 		$214K Buy
1,317
+92
+8% +$15.5K 0.1% 89
2025
Q2 		$223K Sell
1,225
-215
-15% -$36.9K 0.11% 84
2025
Q1 		$229K Buy
+1,440
New +$204K 0.12% 69

Other funds holding PM

Vanguard Group
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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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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

Significant Wealth Partners's PM Position: Q4 2025 in Review

Significant Wealth Partners sold out of Philip Morris (PM) in Q4 2025, closing a stake of 1,317 shares — an estimated $214K sold.

Significant Wealth Partners first reported a position in PM in Q1 2025 and held it in 3 quarters. The position peaked at $229K in Q1 2025. 2,817 funds tracked by Wall St. Rank hold PM as of Q4 2025.

  • Significant Wealth Partners reported no remaining Philip Morris position as of Q4 2025 after selling out during the quarter.
  • Significant Wealth Partners sold 1,317 Philip Morris shares in Q4 2025, an estimated $214K.
  • Significant Wealth Partners first reported a position in Philip Morris in Q1 2025 and held it in 3 quarters.
  • Significant Wealth Partners's Philip Morris position peaked at $229K in Q1 2025.
  • 2,817 funds tracked by Wall St. Rank held Philip Morris as of Q4 2025.

Based on Significant Wealth Partners's 13F filing for Q4 2025, filed 7 Jan 2026.