WA
PM icon

Wambolt & Associates’s Philip Morris PM Stock Holding History

Wambolt & 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
Q2 		$1.11M Buy
6,234
+9
+0.1% +$1.55K 0.37% 77
2025
Q1 		$984K Sell
6,225
-9
-0.1% -$1.27K 0.33% 85
2024
Q4 		$750K Sell
6,234
-717
-10% -$90.5K 0.24% 99
2024
Q3 		$838K Sell
6,951
-58
-0.8% -$6.74K 0.23% 96
2024
Q2 		$710K Buy
7,009
+15
+0.2% +$1.47K 0.21% 107
2024
Q1 		$640K Sell
6,994
-10
-0.1% -$922 0.19% 118
2023
Q4 		$659K Sell
7,004
-59
-0.8% -$5.44K 0.22% 135
2023
Q3 		$646K Buy
7,063
+828
+13% +$79.7K 0.23% 139
2023
Q2 		$609K Sell
6,235
-256
-4% -$24.5K 0.22% 144
2023
Q1 		$635K Buy
6,491
+16
+0.2% +$1.59K 0.23% 141
2022
Q4 		$655K Buy
6,475
+38
+0.6% +$3.59K 0.25% 127
2022
Q3 		$534K Buy
6,437
+16
+0.2% +$1.53K 0.23% 135
2022
Q2 		$634K Buy
6,421
+10
+0.2% +$1.02K 0.25% 129
2022
Q1 		$620K Buy
6,411
+16
+0.3% +$1.6K 0.23% 138
2021
Q4 		$607K Buy
6,395
+18
+0.3% +$1.68K 0.22% 137
2021
Q3 		$613K Buy
6,377
+14
+0.2% +$1.41K 0.25% 132
2021
Q2 		$636K Buy
6,363
+392
+7% +$37.6K 0.27% 123
2021
Q1 		$526K Sell
5,971
-141
-2% -$12K 0.27% 121
2020
Q4 		$506K Sell
6,112
-431
-7% -$33.6K 0.3% 114
2020
Q3 		$491K Sell
6,543
-129
-2% -$9.95K 0.37% 95
2020
Q2 		$467K Buy
6,672
+25
+0.4% +$1.82K 0.37% 99
2020
Q1 		$485K Sell
6,647
-160
-2% -$13.2K 0.5% 65
2019
Q4 		$579K Buy
6,807
+61
+0.9% +$5.03K 0.44% 74
2019
Q3 		$512K Buy
6,746
+56
+0.8% +$4.44K 0.42% 78
2019
Q2 		$525K Buy
6,690
+20
+0.3% +$1.65K 0.44% 71
2019
Q1 		$573K Buy
6,670
+25
+0.4% +$2.01K 0.52% 61
2018
Q4 		$444K Buy
+6,645
New +$555K 0.49% 64

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 $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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wambolt & Associates's PM Position: Q2 2025 in Review

Wambolt & Associates increased its Philip Morris (PM) stake by 0.14% in Q2 2025, buying an estimated $1.55K and bringing the position to 6,234 shares worth $1.11M. The position accounts for 0.37% of the portfolio, ranked #77.

Wambolt & Associates first reported a position in PM in Q4 2018 and has held it in 27 quarters since. 2,842 funds tracked by Wall St. Rank hold PM as of Q2 2025.

  • Wambolt & Associates held 6,234 shares of Philip Morris worth $1.11M as of Q2 2025.
  • Wambolt & Associates bought 9 Philip Morris shares in Q2 2025, an estimated $1.55K.
  • Philip Morris made up 0.37% of Wambolt & Associates's portfolio in Q2 2025, its #77 holding.
  • Wambolt & Associates first reported a position in Philip Morris in Q4 2018 and has held it in 27 quarters since.
  • 2,842 funds tracked by Wall St. Rank held Philip Morris as of Q2 2025.

Based on Wambolt & Associates's 13F filing for Q2 2025, filed 13 Aug 2025.