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Valley Forge Investment Consultants’s Philip Morris PM Stock Holding History

Valley Forge Investment Consultants’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
-1,248
Closed -$202K – 85
2025
Q3 		$202K Sell
1,248
-83
-6% -$14K 0.06% 82
2025
Q2 		$242K Buy
1,331
+1
+0.1% +$172 0.08% 75
2025
Q1 		$211K Sell
1,330
-1
-0.1% -$142 0.08% 69
2024
Q4 		$160K Buy
1,331
+1
+0.1% +$126 0.06% 73
2024
Q3 		$161K Buy
+1,330
New +$155K 0.06% 73

Other funds holding PM

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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

Valley Forge Investment Consultants's PM Position: Q4 2025 in Review

Valley Forge Investment Consultants sold out of Philip Morris (PM) in Q4 2025, closing a stake of 1,248 shares — an estimated $202K sold.

Valley Forge Investment Consultants first reported a position in PM in Q3 2024 and held it in 5 quarters. The position peaked at $242K in Q2 2025. 2,807 funds tracked by Wall St. Rank hold PM as of Q4 2025.

  • Valley Forge Investment Consultants reported no remaining Philip Morris position as of Q4 2025 after selling out during the quarter.
  • Valley Forge Investment Consultants sold 1,248 Philip Morris shares in Q4 2025, an estimated $202K.
  • Valley Forge Investment Consultants first reported a position in Philip Morris in Q3 2024 and held it in 5 quarters.
  • Valley Forge Investment Consultants's Philip Morris position peaked at $242K in Q2 2025.
  • 2,807 funds tracked by Wall St. Rank held Philip Morris as of Q4 2025.

Based on Valley Forge Investment Consultants's 13F filing for Q4 2025, filed 12 Feb 2026.