Systematic Alpha Investments’s Philip Morris PM Stock Holding History

Systematic Alpha Investments’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	-1,126	Closed	-$205K	–	242
2025 Q2	$205K	Buy	+1,126	New	+$193K	0.01%	221
2024 Q1	–	Sell	-1,126	Closed	-$106K	–	259
2023 Q4	$106K	Hold	1,126	–	–	﹤0.01%	249
2023 Q3	$104K	Hold	1,126	–	–	0.01%	238
2023 Q2	$110K	Hold	1,126	–	–	0.01%	225
2023 Q1	$110K	Buy	+1,126	New	+$112K	0.01%	241
2021 Q4	–	Sell	-1,126	Closed	-$106K	–	412
2021 Q3	$106K	Buy	+1,126	New	+$113K	﹤0.01%	276

Other funds holding PM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Systematic Alpha Investments's PM Position: Q3 2025 in Review

Systematic Alpha Investments sold out of Philip Morris (PM) in Q3 2025, closing a stake of 1,126 shares — an estimated $205K sold.

Systematic Alpha Investments first reported a position in PM in Q3 2021 and held it in 6 quarters. The position peaked at $205K in Q2 2025. 2,731 funds tracked by Wall St. Rank hold PM as of Q3 2025.

Systematic Alpha Investments reported no remaining Philip Morris position as of Q3 2025 after selling out during the quarter.
Systematic Alpha Investments sold 1,126 Philip Morris shares in Q3 2025, an estimated $205K.
Systematic Alpha Investments first reported a position in Philip Morris in Q3 2021 and held it in 6 quarters.
Systematic Alpha Investments's Philip Morris position peaked at $205K in Q2 2025.
2,731 funds tracked by Wall St. Rank held Philip Morris as of Q3 2025.

Based on Systematic Alpha Investments's 13F filing for Q3 2025, filed 12 Nov 2025.