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West Coast Financial’s Philip Morris PM Stock Holding History

West Coast Financial’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 		– Sell
-3,580
Closed -$568K – 111
2025
Q1 		$568K Hold
3,580
– – 0.06% 99
2024
Q4 		$431K Hold
3,580
– – 0.05% 114
2024
Q3 		$435K Hold
3,580
– – 0.05% 112
2024
Q2 		$363K Sell
3,580
-75
-2% -$7.33K 0.04% 116
2024
Q1 		$335K Sell
3,655
-275
-7% -$25.4K 0.04% 126
2023
Q4 		$370K Buy
+3,930
New +$362K 0.05% 110
2018
Q2 		– Sell
-2,347
Closed -$233K – 112
2018
Q1 		$233K Hold
2,347
– – 0.07% 98
2017
Q4 		$248K Hold
2,347
– – 0.07% 101
2017
Q3 		$261K Hold
2,347
– – 0.07% 119
2017
Q2 		$276K Hold
2,347
– – 0.09% 100
2017
Q1 		$265K Sell
2,347
-61
-3% -$6.29K 0.08% 106
2016
Q4 		$220K Buy
2,408
+61
+3% +$5.65K 0.07% 123
2016
Q3 		$228K Hold
2,347
– – 0.07% 125
2016
Q2 		$239K Buy
+2,347
New +$234K 0.09% 98
2014
Q4 		– Sell
-2,400
Closed -$200K – 91
2014
Q3 		$200K Sell
2,400
-600
-20% -$50.7K 0.11% 85
2014
Q2 		$253K Sell
3,000
-69
-2% -$5.94K 0.13% 78
2014
Q1 		$251K Sell
3,069
-361
-11% -$29.2K 0.13% 86
2013
Q4 		$299K Sell
3,430
-82
-2% -$7.16K 0.15% 80
2013
Q3 		$304K Sell
3,512
-168
-5% -$14.7K 0.17% 77
2013
Q2 		$319K Buy
+3,680
New +$342K 0.17% 81

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

West Coast Financial's PM Position: Q2 2025 in Review

West Coast Financial sold out of Philip Morris (PM) in Q2 2025, closing a stake of 3,580 shares — an estimated $568K sold.

West Coast Financial first reported a position in PM in Q2 2013 and held it in 20 quarters. The position peaked at $568K in Q1 2025. 2,842 funds tracked by Wall St. Rank hold PM as of Q2 2025.

  • West Coast Financial reported no remaining Philip Morris position as of Q2 2025 after selling out during the quarter.
  • West Coast Financial sold 3,580 Philip Morris shares in Q2 2025, an estimated $568K.
  • West Coast Financial first reported a position in Philip Morris in Q2 2013 and held it in 20 quarters.
  • West Coast Financial's Philip Morris position peaked at $568K in Q1 2025.
  • 2,842 funds tracked by Wall St. Rank held Philip Morris as of Q2 2025.

Based on West Coast Financial's 13F filing for Q2 2025.