Wellington Capital Management’s Philip Morris PM Stock Holding History

Wellington Capital Management’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	$559K	Buy	+3,067	New	+$527K	0.84%	57

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

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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 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

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

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

Wellington Capital Management's PM Position: Q2 2025 in Review

Wellington Capital Management opened a new position in Philip Morris (PM) in Q2 2025: 3,067 shares worth $559K. The stake represents 0.84% of the portfolio and ranks #57 among its holdings.

2,842 funds tracked by Wall St. Rank hold PM as of Q2 2025.

Wellington Capital Management held 3,067 shares of Philip Morris worth $559K as of Q2 2025.
Philip Morris was a new Wellington Capital Management position in Q2 2025.
Philip Morris made up 0.84% of Wellington Capital Management's portfolio in Q2 2025, its #57 holding.
2,842 funds tracked by Wall St. Rank held Philip Morris as of Q2 2025.

Based on Wellington Capital Management's 13F filing for Q2 2025, filed 18 Aug 2025.