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von Borstel & Associates’s Philip Morris PM Stock Holding History

von Borstel & Associates’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
-1,887
Closed -$292K – 134
2025
Q3 		$292K Buy
+1,887
New +$317K 0.04% 130

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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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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

von Borstel & Associates's PM Position: Q4 2025 in Review

von Borstel & Associates sold out of Philip Morris (PM) in Q4 2025, closing a stake of 1,887 shares — an estimated $292K sold.

von Borstel & Associates first reported a position in PM in Q3 2025 and held it in 1 quarter. The position peaked at $292K in Q3 2025. 2,811 funds tracked by Wall St. Rank hold PM as of Q4 2025.

  • von Borstel & Associates reported no remaining Philip Morris position as of Q4 2025 after selling out during the quarter.
  • von Borstel & Associates sold 1,887 Philip Morris shares in Q4 2025, an estimated $292K.
  • von Borstel & Associates first reported a position in Philip Morris in Q3 2025 and held it in 1 quarter.
  • von Borstel & Associates's Philip Morris position peaked at $292K in Q3 2025.
  • 2,811 funds tracked by Wall St. Rank held Philip Morris as of Q4 2025.

Based on von Borstel & Associates's 13F filing for Q4 2025, filed 12 Feb 2026.