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Sonora Investment Management Group’s Philip Morris PM Stock Holding History

Sonora Investment Management Group’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 		$1.84M Sell
11,362
-276
-2% -$46.4K 0.13% 105
2025
Q2 		$2.12M Buy
11,638
+398
+4% +$68.3K 0.16% 100
2025
Q1 		$1.78M Buy
11,240
+68
+0.6% +$9.63K 0.14% 106
2024
Q4 		$1.34M Sell
11,172
-488
-4% -$61.6K 0.1% 120
2024
Q3 		$1.42M Buy
11,660
+1,352
+13% +$157K 0.1% 123
2024
Q2 		$944K Hold
10,308
– – 0.07% 138
2024
Q1 		$944K Sell
10,308
-747
-7% -$68.9K 0.07% 138
2023
Q4 		$1.04M Buy
11,055
+13
+0.1% +$1.2K 0.08% 131
2023
Q3 		$1.02M Sell
11,042
-50
-0.5% -$4.81K 0.09% 137
2023
Q2 		$1.08M Sell
11,092
-696
-6% -$66.5K 0.09% 132
2023
Q1 		$1.15M Buy
11,788
+778
+7% +$77.5K 0.1% 127
2022
Q4 		$1.11M Buy
11,010
+2,314
+27% +$218K 0.1% 129
2022
Q3 		$859K Hold
8,696
– – 0.11% 107
2022
Q2 		$859K Buy
8,696
+14
+0.2% +$1.43K 0.08% 137
2022
Q1 		$816K Sell
8,682
-313
-3% -$31.3K 0.09% 118
2021
Q4 		$855K Buy
+8,995
New +$841K 0.1% 113

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 $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sonora Investment Management Group's PM Position: Q3 2025 in Review

Sonora Investment Management Group reduced its Philip Morris (PM) stake by 2.4% in Q3 2025, selling an estimated $46.4K and leaving 11,362 shares worth $1.84M. The position accounts for 0.13% of the portfolio, ranked #105.

Sonora Investment Management Group first reported a position in PM in Q4 2021 and has held it in 16 quarters since. The position peaked at $2.12M in Q2 2025. 2,731 funds tracked by Wall St. Rank hold PM as of Q3 2025.

  • Sonora Investment Management Group held 11,362 shares of Philip Morris worth $1.84M as of Q3 2025.
  • Sonora Investment Management Group sold 276 Philip Morris shares in Q3 2025, an estimated $46.4K.
  • Philip Morris made up 0.13% of Sonora Investment Management Group's portfolio in Q3 2025, its #105 holding.
  • Sonora Investment Management Group first reported a position in Philip Morris in Q4 2021 and has held it in 16 quarters since.
  • Sonora Investment Management Group's Philip Morris position peaked at $2.12M in Q2 2025.
  • 2,731 funds tracked by Wall St. Rank held Philip Morris as of Q3 2025.

Based on Sonora Investment Management Group's 13F filing for Q3 2025, filed 7 Oct 2025.