Smith Anglin Financial’s Philip Morris PM Stock Holding History

Smith Anglin Financial’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 Q2	$366K	Sell	2,010 -157	-7%	-$27K	0.03%	145
2025 Q1	$344K	Buy	2,167 +56	+3%	+$7.93K	0.04%	151
2024 Q4	$254K	Sell	2,111 -321	-13%	-$40.5K	0.02%	170
2024 Q3	$295K	Buy	2,432 +394	+19%	+$45.8K	0.03%	155
2024 Q2	$207K	Buy	+2,038	New	+$199K	0.02%	184
2023 Q2	–	Sell	-2,103	Closed	-$205K	–	175
2023 Q1	$205K	Buy	2,103 +15	+0.7%	+$1.5K	0.03%	160
2022 Q4	$211K	Buy	+2,088	New	+$197K	0.04%	140
2022 Q3	–	Sell	-2,054	Closed	-$203K	–	148
2022 Q2	$203K	Sell	2,054 -668	-25%	-$68.1K	0.06%	126
2022 Q1	$256K	Sell	2,722 -51	-2%	-$5.1K	0.06%	110
2021 Q4	$263K	Buy	2,773 +24	+0.9%	+$2.24K	0.04%	127
2021 Q3	$261K	Sell	2,749 -24	-0.9%	-$2.41K	0.05%	117
2021 Q2	$275K	Buy	2,773 +34	+1%	+$3.26K	0.05%	119
2021 Q1	$243K	Buy	+2,739	New	+$233K	0.05%	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

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

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

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

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

Smith Anglin Financial's PM Position: Q2 2025 in Review

Smith Anglin Financial reduced its Philip Morris (PM) stake by 7.2% in Q2 2025, selling an estimated $27K and leaving 2,010 shares worth $366K. The position accounts for 0.03% of the portfolio, ranked #145.

Smith Anglin Financial first reported a position in PM in Q1 2021 and has held it in 13 quarters since. 2,842 funds tracked by Wall St. Rank hold PM as of Q2 2025.

Smith Anglin Financial held 2,010 shares of Philip Morris worth $366K as of Q2 2025.
Smith Anglin Financial sold 157 Philip Morris shares in Q2 2025, an estimated $27K.
Philip Morris made up 0.03% of Smith Anglin Financial's portfolio in Q2 2025, its #145 holding.
Smith Anglin Financial first reported a position in Philip Morris in Q1 2021 and has held it in 13 quarters since.
2,842 funds tracked by Wall St. Rank held Philip Morris as of Q2 2025.

Based on Smith Anglin Financial's 13F filing for Q2 2025, filed 17 Jul 2025.