SMART Wealth’s Philip Morris PM Stock Holding History

SMART Wealth’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	-1,967	Closed	-$319K	–	197
2025 Q3	$319K	Sell	1,967 -5,983	-75%	-$1.01M	0.12%	112
2025 Q2	$1.45M	Buy	+7,950	New	+$1.37M	0.45%	71

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

SMART Wealth's PM Position: Q4 2025 in Review

SMART Wealth sold out of Philip Morris (PM) in Q4 2025, closing a stake of 1,967 shares — an estimated $319K sold.

SMART Wealth first reported a position in PM in Q2 2025 and held it in 2 quarters. The position peaked at $1.45M in Q2 2025. 2,807 funds tracked by Wall St. Rank hold PM as of Q4 2025.

SMART Wealth reported no remaining Philip Morris position as of Q4 2025 after selling out during the quarter.
SMART Wealth sold 1,967 Philip Morris shares in Q4 2025, an estimated $319K.
SMART Wealth first reported a position in Philip Morris in Q2 2025 and held it in 2 quarters.
SMART Wealth's Philip Morris position peaked at $1.45M in Q2 2025.
2,807 funds tracked by Wall St. Rank held Philip Morris as of Q4 2025.

Based on SMART Wealth's 13F filing for Q4 2025, filed 26 Jan 2026.