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Stonegate Investment Group’s Philip Morris PM Stock Holding History

Stonegate Investment 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 		$3.26M Buy
20,092
+402
+2% +$67.6K 0.08% 103
2025
Q2 		$3.59M Buy
19,690
+440
+2% +$75.6K 0.09% 93
2025
Q1 		$3.06M Buy
19,250
+5,685
+42% +$805K 0.08% 94
2024
Q4 		$1.63M Buy
13,565
+694
+5% +$87.6K 0.04% 126
2024
Q3 		$1.56M Sell
12,871
-1,119
-8% -$130K 0.04% 138
2024
Q2 		$1.42M Buy
13,990
+274
+2% +$26.8K 0.04% 141
2024
Q1 		$1.26M Sell
13,716
-556
-4% -$51.3K 0.04% 144
2023
Q4 		$1.34M Buy
14,272
+821
+6% +$75.6K 0.04% 141
2023
Q3 		$1.25M Buy
13,451
+300
+2% +$28.9K 0.05% 139
2023
Q2 		$1.28M Buy
13,151
+62
+0.5% +$5.92K 0.05% 141
2023
Q1 		$1.27M Sell
13,089
-791
-6% -$78.8K 0.05% 138
2022
Q4 		$1.4M Sell
13,880
-20
-0.1% -$1.89K 0.06% 120
2022
Q3 		$1.15M Buy
13,900
+24
+0.2% +$2.29K 0.05% 125
2022
Q2 		$1.37M Buy
13,876
+5,904
+74% +$602K 0.06% 127
2022
Q1 		$749K Sell
7,972
-827
-9% -$82.7K 0.02% 143
2021
Q4 		$836K Buy
+8,799
New +$822K 0.04% 136

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

Stonegate Investment Group's PM Position: Q3 2025 in Review

Stonegate Investment Group increased its Philip Morris (PM) stake by 2% in Q3 2025, buying an estimated $67.6K and bringing the position to 20,092 shares worth $3.26M. The position accounts for 0.08% of the portfolio, ranked #103.

Stonegate Investment Group first reported a position in PM in Q4 2021 and has held it in 16 quarters since. The position peaked at $3.59M in Q2 2025. 2,731 funds tracked by Wall St. Rank hold PM as of Q3 2025.

  • Stonegate Investment Group held 20,092 shares of Philip Morris worth $3.26M as of Q3 2025.
  • Stonegate Investment Group bought 402 Philip Morris shares in Q3 2025, an estimated $67.6K.
  • Philip Morris made up 0.08% of Stonegate Investment Group's portfolio in Q3 2025, its #103 holding.
  • Stonegate Investment Group first reported a position in Philip Morris in Q4 2021 and has held it in 16 quarters since.
  • Stonegate Investment Group's Philip Morris position peaked at $3.59M in Q2 2025.
  • 2,731 funds tracked by Wall St. Rank held Philip Morris as of Q3 2025.

Based on Stonegate Investment Group's 13F filing for Q3 2025, filed 3 Nov 2025.