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Westbourne Investments’s Philip Morris PM Stock Holding History

Westbourne Investments’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
-2,560
Closed -$466K – 152
2025
Q2 		$466K Buy
2,560
+800
+45% +$137K 0.25% 78
2025
Q1 		$279K Buy
+1,760
New +$249K 0.17% 111

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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 $3.38T AUM 44.17% 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

Westbourne Investments's PM Position: Q3 2025 in Review

Westbourne Investments sold out of Philip Morris (PM) in Q3 2025, closing a stake of 2,560 shares — an estimated $466K sold.

Westbourne Investments first reported a position in PM in Q1 2025 and held it in 2 quarters. The position peaked at $466K in Q2 2025. 2,736 funds tracked by Wall St. Rank hold PM as of Q3 2025.

  • Westbourne Investments reported no remaining Philip Morris position as of Q3 2025 after selling out during the quarter.
  • Westbourne Investments sold 2,560 Philip Morris shares in Q3 2025, an estimated $466K.
  • Westbourne Investments first reported a position in Philip Morris in Q1 2025 and held it in 2 quarters.
  • Westbourne Investments's Philip Morris position peaked at $466K in Q2 2025.
  • 2,736 funds tracked by Wall St. Rank held Philip Morris as of Q3 2025.

Based on Westbourne Investments's 13F filing for Q3 2025, filed 6 Nov 2025.