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Total Investment Management’s Philip Morris PM Stock Holding History

Total Investment Management’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
-215
Closed -$39.2K – 646
2025
Q2 		$39.2K Buy
+215
New +$36.9K 0.01% 189
2024
Q2 		– Sell
-5,662
Closed -$519K – 75
2024
Q1 		$519K Buy
5,662
+17
+0.3% +$1.57K 0.07% 37
2023
Q4 		$531K Buy
5,645
+1
+0% +$92 0.07% 37
2023
Q3 		$523K Buy
5,644
+32
+0.6% +$3.08K 0.07% 38
2023
Q2 		$548K Sell
5,612
-478
-8% -$45.7K 0.07% 35
2023
Q1 		$592K Buy
6,090
+21
+0.3% +$2.09K 0.11% 29
2022
Q4 		$614K Buy
6,069
+24
+0.4% +$2.27K 0.15% 25
2022
Q3 		$502K Buy
6,045
+22
+0.4% +$2.1K 0.1% 29
2022
Q2 		$595K Sell
6,023
-980
-14% -$99.9K 0.11% 30
2022
Q1 		$658K Buy
7,003
+20
+0.3% +$2K 0.13% 32
2021
Q4 		$663K Buy
+6,983
New +$653K 0.11% 32

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

Total Investment Management's PM Position: Q3 2025 in Review

Total Investment Management sold out of Philip Morris (PM) in Q3 2025, closing a stake of 215 shares — an estimated $39.2K sold.

Total Investment Management first reported a position in PM in Q4 2021 and held it in 11 quarters. The position peaked at $663K in Q4 2021. 2,731 funds tracked by Wall St. Rank hold PM as of Q3 2025.

  • Total Investment Management reported no remaining Philip Morris position as of Q3 2025 after selling out during the quarter.
  • Total Investment Management sold 215 Philip Morris shares in Q3 2025, an estimated $39.2K.
  • Total Investment Management first reported a position in Philip Morris in Q4 2021 and held it in 11 quarters.
  • Total Investment Management's Philip Morris position peaked at $663K in Q4 2021.
  • 2,731 funds tracked by Wall St. Rank held Philip Morris as of Q3 2025.

Based on Total Investment Management's 13F filing for Q3 2025, filed 13 Nov 2025.