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Stephens Consulting’s Philip Morris PM Stock Holding History

Stephens Consulting’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 		$173K Buy
1,077
+2
+0.2% +$310 0.06% 71
2025
Q3 		$174K Sell
1,075
-39
-4% -$6.56K 0.06% 71
2025
Q2 		$203K Buy
1,114
+41
+4% +$7.04K 0.05% 98
2025
Q1 		$170K Buy
1,073
+2
+0.2% +$283 0.04% 100
2024
Q4 		$129K Sell
1,071
-99
-8% -$12.5K 0.03% 122
2024
Q3 		$142K Sell
1,170
-96
-8% -$11.2K 0.04% 117
2024
Q2 		$128K Buy
1,266
+100
+9% +$9.78K 0.04% 114
2024
Q1 		$107K Sell
1,166
-298
-20% -$27.5K 0.03% 121
2023
Q4 		$138K Sell
1,464
-276
-16% -$25.4K 0.05% 101
2023
Q3 		$161K Buy
1,740
+579
+50% +$55.7K 0.07% 85
2023
Q2 		$113K Buy
1,161
+2
+0.2% +$191 0.04% 98
2023
Q1 		$113K Buy
1,159
+1
+0.1% +$100 0.07% 103
2022
Q4 		$117K Sell
1,158
-327
-22% -$30.9K 0.08% 93
2022
Q3 		$123K Buy
1,485
+2
+0.1% +$191 0.11% 88
2022
Q2 		$146K Sell
1,483
-199
-12% -$20.3K 0.12% 80
2022
Q1 		$158K Buy
1,682
+2
+0.1% +$200 0.13% 92
2021
Q4 		$160K Buy
+1,680
New +$157K 0.13% 114

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Stephens Consulting's PM Position: Q4 2025 in Review

Stephens Consulting increased its Philip Morris (PM) stake by 0.19% in Q4 2025, buying an estimated $310 and bringing the position to 1,077 shares worth $173K. The position accounts for 0.06% of the portfolio, ranked #71.

Stephens Consulting first reported a position in PM in Q4 2021 and has held it in 17 quarters since. The position peaked at $203K in Q2 2025. 2,806 funds tracked by Wall St. Rank hold PM as of Q4 2025.

  • Stephens Consulting held 1,077 shares of Philip Morris worth $173K as of Q4 2025.
  • Stephens Consulting bought 2 Philip Morris shares in Q4 2025, an estimated $310.
  • Philip Morris made up 0.06% of Stephens Consulting's portfolio in Q4 2025, its #71 holding.
  • Stephens Consulting first reported a position in Philip Morris in Q4 2021 and has held it in 17 quarters since.
  • Stephens Consulting's Philip Morris position peaked at $203K in Q2 2025.
  • 2,806 funds tracked by Wall St. Rank held Philip Morris as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.