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Surience Private Wealth’s Philip Morris PM Stock Holding History

Surience Private Wealth’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 		– Sell
-12,173
Closed -$2.22M – 35
2025
Q2 		$2.22M Buy
+12,173
New +$2.09M 2.08% 18
2024
Q4 		– Sell
-28,073
Closed -$3.41M – 32
2024
Q3 		$3.41M Buy
+28,073
New +$3.26M 3.48% 11

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 $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Surience Private Wealth's PM Position: Q3 2025 in Review

Surience Private Wealth sold out of Philip Morris (PM) in Q3 2025, closing a stake of 12,173 shares — an estimated $2.22M sold.

Surience Private Wealth first reported a position in PM in Q3 2024 and held it in 2 quarters. The position peaked at $3.41M in Q3 2024. 2,736 funds tracked by Wall St. Rank hold PM as of Q3 2025.

  • Surience Private Wealth reported no remaining Philip Morris position as of Q3 2025 after selling out during the quarter.
  • Surience Private Wealth sold 12,173 Philip Morris shares in Q3 2025, an estimated $2.22M.
  • Surience Private Wealth first reported a position in Philip Morris in Q3 2024 and held it in 2 quarters.
  • Surience Private Wealth's Philip Morris position peaked at $3.41M in Q3 2024.
  • 2,736 funds tracked by Wall St. Rank held Philip Morris as of Q3 2025.

Based on Surience Private Wealth's 13F filing for Q3 2025, filed 9 Oct 2025.