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Vishria Bird Financial Group’s Philip Morris PM Stock Holding History

Vishria Bird Financial Group’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
-1,132
Closed -$206K – 101
2025
Q2 		$206K Buy
+1,132
New +$194K 0.07% 87
2022
Q1 		– Sell
-2,466
Closed -$234K – 67
2021
Q4 		$234K Hold
2,466
– – 0.11% 63
2021
Q3 		$234K Buy
+2,466
New +$248K 0.12% 56

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 $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vishria Bird Financial Group's PM Position: Q3 2025 in Review

Vishria Bird Financial Group sold out of Philip Morris (PM) in Q3 2025, closing a stake of 1,132 shares — an estimated $206K sold.

Vishria Bird Financial Group first reported a position in PM in Q3 2021 and held it in 3 quarters. The position peaked at $234K in Q4 2021. 2,735 funds tracked by Wall St. Rank hold PM as of Q3 2025.

  • Vishria Bird Financial Group reported no remaining Philip Morris position as of Q3 2025 after selling out during the quarter.
  • Vishria Bird Financial Group sold 1,132 Philip Morris shares in Q3 2025, an estimated $206K.
  • Vishria Bird Financial Group first reported a position in Philip Morris in Q3 2021 and held it in 3 quarters.
  • Vishria Bird Financial Group's Philip Morris position peaked at $234K in Q4 2021.
  • 2,735 funds tracked by Wall St. Rank held Philip Morris as of Q3 2025.

Based on Vishria Bird Financial Group's 13F filing for Q3 2025, filed 21 Oct 2025.