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Western Financial Corp’s Philip Morris PM Stock Holding History

Western Financial Corp’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
Q4 		– Sell
-18,562
Closed -$3.01M – 125
2025
Q3 		$3.01M Buy
18,562
+6,653
+56% +$1.12M 1.31% 16
2025
Q2 		$2.17M Buy
+11,909
New +$2.05M 1.16% 22

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Western Financial Corp's PM Position: Q4 2025 in Review

Western Financial Corp sold out of Philip Morris (PM) in Q4 2025, closing a stake of 18,562 shares — an estimated $3.01M sold.

Western Financial Corp first reported a position in PM in Q2 2025 and held it in 2 quarters. The position peaked at $3.01M in Q3 2025. 2,808 funds tracked by Wall St. Rank hold PM as of Q4 2025.

  • Western Financial Corp reported no remaining Philip Morris position as of Q4 2025 after selling out during the quarter.
  • Western Financial Corp sold 18,562 Philip Morris shares in Q4 2025, an estimated $3.01M.
  • Western Financial Corp first reported a position in Philip Morris in Q2 2025 and held it in 2 quarters.
  • Western Financial Corp's Philip Morris position peaked at $3.01M in Q3 2025.
  • 2,808 funds tracked by Wall St. Rank held Philip Morris as of Q4 2025.

Based on Western Financial Corp's 13F filing for Q4 2025, filed 21 Jan 2026.