PM — PHILIP MORRIS INTERNATIONAL INCORPORATED

Ownership history in CFM WEALTH PARTNERS LLC  ·  24 quarters on record

AI Ownership Summary

CFM WEALTH PARTNERS LLC reported PHILIP MORRIS INTERNATIONAL INCORPORATED (PM) in 24 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 2.6% in 2025 Q2. The latest visible filing shows PM at 2.08% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this PM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CFM WEALTH PARTNERS LLC's position in PHILIP MORRIS INTERNATIONAL INCORPORATED, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

PM was reported at 2.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.6% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

PM stock page CFM WEALTH PARTNERS LLC fund profile CFM WEALTH PARTNERS LLC full holdings
How CFM WEALTH PARTNERS LLC held PM — position size vs. price
% of Fund (quarterly)    PM price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 89,631 — 0% 2.08% $14.4M 2026-02-14 (Est.) $185.85
2025 Q3 UNCHANGED 89,631 — 0% 2.11% $14.5M 2025-11-03 $142.03
2025 Q2 UNCHANGED 89,631 — 0% 2.60% $16.3M 2025-07-23 $160.23
2025 Q1 ADDED 89,631 +65 +0.1% 2.51% $14.2M 2025-04-25 $164.41
2024 Q4 ADDED 89,566 +475 +0.5% 1.82% $10.8M 2025-01-24 $121.85
2024 Q3 REDUCED 89,091 -300 -0.3% 1.64% $8.2M 2024-10-15 $114.02
2024 Q2 ADDED 89,391 +300 +0.3% 1.66% $9.1M 2024-07-18 $100.62
2024 Q1 ADDED 89,091 +336 +0.4% 1.64% $8.2M 2024-04-15 $81.89
2023 Q4 REDUCED 88,755 -243 -0.3% 1.89% $8.4M 2024-01-12 $86.85
2023 Q3 ADDED 88,998 +328 +0.4% 2.16% $8.2M 2023-10-11 $83.76
14 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding PM

As of 2025 Q4 — sorted by position size

GQG Partners LLC 3Y 7Y 14.56% EPACRIA CAPITAL PARTNERS, LLC 3Y 13.55% CALEDONIA INVESTMENTS PLC 3Y 7Y 13.02% GARDNER RUSSO & QUINN LLC 3Y 7Y 8.13% Dash Acquisitions Inc. 3Y 7.68% Rip Road Capital Partners LP 3Y 6.9% Gladstone Capital Management LLP 3Y 7Y 6.75% Savoir Faire Capital Management, L.P. 6.72% Bronte Capital Management Pty Ltd. 3Y 7Y 6.38% FUNDSMITH INVESTMENT SERVICES LTD. 3Y 6.14%

FAQ About CFM WEALTH PARTNERS LLC and PM

These are the practical questions this page is built to answer before you even open the full history table.

How long has CFM WEALTH PARTNERS LLC reported owning PM?

CFM WEALTH PARTNERS LLC reported PM across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported PM position in CFM WEALTH PARTNERS LLC's portfolio?

The largest reported portfolio weight for PM was 2.60% in 2025 Q2.

What is the latest reported PM position on this page?

The most recent filing on this page is 2025 Q4, when CFM WEALTH PARTNERS LLC reported 89,631 shares, equal to 2.08% of portfolio, with an estimated market value of $14.4M.

What does the chart on this PM ownership page compare?

The chart compares CFM WEALTH PARTNERS LLC's quarterly PM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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