Watts Gwilliam & Co’s Philip Morris PM Stock Holding History

Watts Gwilliam & Co’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	$204K	Hold	1,259	–	–	0.03%	211
2025 Q2	$204K	Buy	+1,259	New	+$216K	0.03%	209

Other funds holding PM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Watts Gwilliam & Co's PM Position: Q3 2025 in Review

Watts Gwilliam & Co held its Philip Morris (PM) position steady in Q3 2025 at 1,259 shares worth $204K. The position accounts for 0.03% of the portfolio, ranked #211.

Watts Gwilliam & Co first reported a position in PM in Q2 2025 and has held it in 2 quarters since. 2,731 funds tracked by Wall St. Rank hold PM as of Q3 2025.

Watts Gwilliam & Co held 1,259 shares of Philip Morris worth $204K as of Q3 2025.
Watts Gwilliam & Co left its Philip Morris share count unchanged in Q3 2025.
Philip Morris made up 0.03% of Watts Gwilliam & Co's portfolio in Q3 2025, its #211 holding.
Watts Gwilliam & Co first reported a position in Philip Morris in Q2 2025 and has held it in 2 quarters since.
2,731 funds tracked by Wall St. Rank held Philip Morris as of Q3 2025.

Based on Watts Gwilliam & Co's 13F filing for Q3 2025, filed 21 Nov 2025.