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WESPAC Advisors’s Philip Morris PM Stock Holding History

WESPAC Advisors’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
-3,893
Closed -$709K – 199
2025
Q2 		$709K Sell
3,893
-3,261
-46% -$560K 0.5% 80
2025
Q1 		$1.14M Buy
+7,154
New +$1.01M 0.93% 32
2024
Q2 		– Sell
-2,640
Closed -$242K – 177
2024
Q1 		$242K Buy
+2,640
New +$243K 0.14% 151
2014
Q1 		– Sell
-2,390
Closed -$208K – 154
2013
Q4 		$208K Buy
+2,390
New +$209K 0.17% 130

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

WESPAC Advisors's PM Position: Q3 2025 in Review

WESPAC Advisors sold out of Philip Morris (PM) in Q3 2025, closing a stake of 3,893 shares — an estimated $709K sold.

WESPAC Advisors first reported a position in PM in Q4 2013 and held it in 4 quarters. The position peaked at $1.14M in Q1 2025. 2,735 funds tracked by Wall St. Rank hold PM as of Q3 2025.

  • WESPAC Advisors reported no remaining Philip Morris position as of Q3 2025 after selling out during the quarter.
  • WESPAC Advisors sold 3,893 Philip Morris shares in Q3 2025, an estimated $709K.
  • WESPAC Advisors first reported a position in Philip Morris in Q4 2013 and held it in 4 quarters.
  • WESPAC Advisors's Philip Morris position peaked at $1.14M in Q1 2025.
  • 2,735 funds tracked by Wall St. Rank held Philip Morris as of Q3 2025.

Based on WESPAC Advisors's 13F filing for Q3 2025, filed 27 Oct 2025.