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Tripletail Wealth Management’s Philip Morris PM Stock Holding History

Tripletail Wealth 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
Q4 		– Sell
-70
Closed -$10.7K – 327
2025
Q3 		$10.7K Buy
+70
New +$11.8K 0.01% 254

Other funds holding PM

Vanguard Group
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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

Tripletail Wealth Management's PM Position: Q4 2025 in Review

Tripletail Wealth Management sold out of Philip Morris (PM) in Q4 2025, closing a stake of 70 shares — an estimated $10.7K sold.

Tripletail Wealth Management first reported a position in PM in Q3 2025 and held it in 1 quarter. The position peaked at $10.7K in Q3 2025. 2,807 funds tracked by Wall St. Rank hold PM as of Q4 2025.

  • Tripletail Wealth Management reported no remaining Philip Morris position as of Q4 2025 after selling out during the quarter.
  • Tripletail Wealth Management sold 70 Philip Morris shares in Q4 2025, an estimated $10.7K.
  • Tripletail Wealth Management first reported a position in Philip Morris in Q3 2025 and held it in 1 quarter.
  • Tripletail Wealth Management's Philip Morris position peaked at $10.7K in Q3 2025.
  • 2,807 funds tracked by Wall St. Rank held Philip Morris as of Q4 2025.

Based on Tripletail Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.