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Stonehaven Wealth & Tax Solutions’s Philip Morris PM Stock Holding History

Stonehaven Wealth & Tax Solutions’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
-1,265
Closed -$205K – 97
2025
Q3 		$205K Sell
1,265
-36
-3% -$6.06K 0.19% 75
2025
Q2 		$237K Buy
1,301
+21
+2% +$3.61K 0.23% 67
2025
Q1 		$203K Buy
+1,280
New +$181K 0.21% 68

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

Stonehaven Wealth & Tax Solutions's PM Position: Q4 2025 in Review

Stonehaven Wealth & Tax Solutions sold out of Philip Morris (PM) in Q4 2025, closing a stake of 1,265 shares — an estimated $205K sold.

Stonehaven Wealth & Tax Solutions first reported a position in PM in Q1 2025 and held it in 3 quarters. The position peaked at $237K in Q2 2025. 2,806 funds tracked by Wall St. Rank hold PM as of Q4 2025.

  • Stonehaven Wealth & Tax Solutions reported no remaining Philip Morris position as of Q4 2025 after selling out during the quarter.
  • Stonehaven Wealth & Tax Solutions sold 1,265 Philip Morris shares in Q4 2025, an estimated $205K.
  • Stonehaven Wealth & Tax Solutions first reported a position in Philip Morris in Q1 2025 and held it in 3 quarters.
  • Stonehaven Wealth & Tax Solutions's Philip Morris position peaked at $237K in Q2 2025.
  • 2,806 funds tracked by Wall St. Rank held Philip Morris as of Q4 2025.

Based on Stonehaven Wealth & Tax Solutions's 13F filing for Q4 2025, filed 23 Jan 2026.