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Well Done LLC’s Philip Morris PM Stock Holding History

Well Done LLC’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
-2,087
Closed -$380K – 197
2025
Q2 		$380K Sell
2,087
-1,539
-42% -$264K 0.07% 116
2025
Q1 		$436K Buy
3,626
+112
+3% +$15.9K 0.08% 115
2024
Q4 		$427K Hold
3,514
– – 0.08% 118
2024
Q3 		$427K Sell
3,514
-215
-6% -$25K 0.08% 119
2024
Q2 		$378K Buy
3,729
+339
+10% +$33.1K 0.08% 126
2024
Q1 		$311K Buy
3,390
+50
+1% +$4.61K 0.06% 144
2023
Q4 		$314K Buy
3,340
+17
+0.5% +$1.57K 0.06% 145
2023
Q3 		$308K Sell
3,323
-5
-0.2% -$481 0.07% 127
2023
Q2 		$325K Sell
3,328
-224
-6% -$21.4K 0.07% 123
2023
Q1 		$345K Sell
3,552
-536
-13% -$53.4K 0.07% 122
2022
Q4 		$414K Buy
4,088
+145
+4% +$13.7K 0.09% 114
2022
Q3 		$327K Buy
3,943
+115
+3% +$11K 0.08% 118
2022
Q2 		$378K Hold
3,828
– – 0.08% 113
2022
Q1 		$360K Hold
3,828
– – 0.07% 128
2021
Q4 		$364K Sell
3,828
-205
-5% -$19.2K 0.07% 127
2021
Q3 		$382K Sell
4,033
-97
-2% -$9.76K 0.09% 118
2021
Q2 		$409K Sell
4,130
-125
-3% -$12K 0.09% 117
2021
Q1 		$378K Buy
4,255
+427
+11% +$36.3K 0.09% 117
2020
Q4 		$317K Buy
+3,828
New +$298K 0.08% 116
2019
Q1 		– Sell
-590
Closed -$39K – 513
2018
Q4 		$39K Buy
+590
New +$49.3K 0.01% 282
2018
Q2 		– Sell
-567
Closed -$56K – 412
2018
Q1 		$56K Buy
+567
New +$59.1K 0.02% 220

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

Well Done LLC's PM Position: Q3 2025 in Review

Well Done LLC sold out of Philip Morris (PM) in Q3 2025, closing a stake of 2,087 shares — an estimated $380K sold.

Well Done LLC first reported a position in PM in Q1 2018 and held it in 21 quarters. The position peaked at $436K in Q1 2025. 2,735 funds tracked by Wall St. Rank hold PM as of Q3 2025.

  • Well Done LLC reported no remaining Philip Morris position as of Q3 2025 after selling out during the quarter.
  • Well Done LLC sold 2,087 Philip Morris shares in Q3 2025, an estimated $380K.
  • Well Done LLC first reported a position in Philip Morris in Q1 2018 and held it in 21 quarters.
  • Well Done LLC's Philip Morris position peaked at $436K in Q1 2025.
  • 2,735 funds tracked by Wall St. Rank held Philip Morris as of Q3 2025.

Based on Well Done LLC's 13F filing for Q3 2025, filed 28 Oct 2025.