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WFA Asset Management’s Philip Morris PM Stock Holding History

WFA Asset 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
Q3 		$290K Buy
2,391
+74
+3% +$12.4K 0.16% 45
2025
Q2 		$235K Buy
2,317
+31
+1% +$5.32K 0.13% 50
2025
Q1 		$209K Sell
2,286
-131
-5% -$18.6K 0.11% 58
2024
Q4 		$291K Buy
2,417
+26
+1% +$3.28K 0.16% 44
2024
Q3 		$290K Buy
2,391
+74
+3% +$8.6K 0.16% 45
2024
Q2 		$235K Buy
2,317
+31
+1% +$3.03K 0.13% 50
2024
Q1 		$209K Buy
2,286
+28
+1% +$2.58K 0.11% 58
2023
Q4 		$212K Buy
2,258
+206
+10% +$19K 0.12% 51
2023
Q3 		$190K Buy
2,052
+26
+1% +$2.5K 0.11% 53
2023
Q2 		$198K Buy
2,026
+26
+1% +$2.48K 0.12% 52
2023
Q1 		$195K Buy
2,000
+25
+1% +$2.49K 0.12% 52
2022
Q4 		$200K Sell
1,975
-43
-2% -$4.06K 0.13% 50
2022
Q3 		$168K Buy
2,018
+27
+1% +$2.58K 0.12% 51
2022
Q2 		$197K Buy
1,991
+11
+0.6% +$1.12K 0.14% 44
2022
Q1 		$186K Buy
1,980
+38
+2% +$3.8K 0.12% 48
2021
Q4 		$185K Buy
+1,942
New +$182K 0.12% 49

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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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

WFA Asset Management's PM Position: Q3 2025 in Review

WFA Asset Management increased its Philip Morris (PM) stake by 3.2% in Q3 2025, buying an estimated $12.4K and bringing the position to 2,391 shares worth $290K. The position accounts for 0.16% of the portfolio, ranked #45.

WFA Asset Management first reported a position in PM in Q4 2021 and has held it in 16 quarters since. The position peaked at $291K in Q4 2024. 2,731 funds tracked by Wall St. Rank hold PM as of Q3 2025.

  • WFA Asset Management held 2,391 shares of Philip Morris worth $290K as of Q3 2025.
  • WFA Asset Management bought 74 Philip Morris shares in Q3 2025, an estimated $12.4K.
  • Philip Morris made up 0.16% of WFA Asset Management's portfolio in Q3 2025, its #45 holding.
  • WFA Asset Management first reported a position in Philip Morris in Q4 2021 and has held it in 16 quarters since.
  • WFA Asset Management's Philip Morris position peaked at $291K in Q4 2024.
  • 2,731 funds tracked by Wall St. Rank held Philip Morris as of Q3 2025.

Based on WFA Asset Management's 13F filing for Q3 2025, filed 30 Oct 2025.