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TruNorth Capital Management’s Philip Morris PM Stock Holding History

TruNorth Capital 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
-100
Closed -$16.2K – 314
2025
Q3 		$16.2K Hold
100
– – ﹤0.01% 306
2025
Q2 		$18.2K Sell
100
-461
-82% -$79.2K ﹤0.01% 249
2025
Q1 		$89K Buy
561
+461
+461% +$65.3K 0.02% 149
2024
Q4 		$12K Hold
100
– – ﹤0.01% 269
2024
Q3 		$12.1K Hold
100
– – ﹤0.01% 270
2024
Q2 		$10.1K Buy
+100
New +$9.78K ﹤0.01% 250

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BlackRock
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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

TruNorth Capital Management's PM Position: Q4 2025 in Review

TruNorth Capital Management sold out of Philip Morris (PM) in Q4 2025, closing a stake of 100 shares — an estimated $16.2K sold.

TruNorth Capital Management first reported a position in PM in Q2 2024 and held it in 6 quarters. The position peaked at $89K in Q1 2025. 2,807 funds tracked by Wall St. Rank hold PM as of Q4 2025.

  • TruNorth Capital Management reported no remaining Philip Morris position as of Q4 2025 after selling out during the quarter.
  • TruNorth Capital Management sold 100 Philip Morris shares in Q4 2025, an estimated $16.2K.
  • TruNorth Capital Management first reported a position in Philip Morris in Q2 2024 and held it in 6 quarters.
  • TruNorth Capital Management's Philip Morris position peaked at $89K in Q1 2025.
  • 2,807 funds tracked by Wall St. Rank held Philip Morris as of Q4 2025.

Based on TruNorth Capital Management's 13F filing for Q4 2025, filed 11 Feb 2026.