MARSHALL FINANCIAL GROUP INC /ADV PM — PHILIP MORRIS INTL INC

Ownership history in MARSHALL FINANCIAL GROUP INC /ADV  ·  8 quarters on record

AI Ownership Summary

MARSHALL FINANCIAL GROUP INC /ADV reported PHILIP MORRIS INTL INC (PM) in 8 quarterly 13F filings from 2024 Q1 through 2025 Q3. Peak portfolio weight reached 0.18% in 2025 Q2. The latest visible filing shows PM at 0.14% 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 MARSHALL FINANCIAL GROUP INC /ADV's position in PHILIP MORRIS INTL INC, 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 Q3

PM was reported at 0.14% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.18% 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
2024 Q1 to 2025 Q3

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 MARSHALL FINANCIAL GROUP INC /ADV fund profile MARSHALL FINANCIAL GROUP INC /ADV full holdings
How MARSHALL FINANCIAL GROUP INC /ADV held PM — position size vs. price
% of Fund (quarterly)    PM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 9.1% +1.7% ❌ 3,070 -308 -9.1% 0.14% $498K 2025-11-14 (Est.) $151.41
2025 Q2 UNCHANGED — — — 3,378 — 0% 0.18% $615K 2025-08-05 $158.40
2025 Q1 UNCHANGED — — — 3,378 — 0% 0.17% $536K 2025-05-01 $162.88
2024 Q4 UNCHANGED — — — 3,378 — 0% 0.12% $407K 2025-01-24 $120.85
2024 Q3 UNCHANGED — — — 3,378 — 0% 0.12% $410K 2024-11-04 $122.38
2024 Q2 UNCHANGED — — — 3,378 — 0% 0.11% $342K 2024-08-09 $107.73
2024 Q1 UNCHANGED — — — 3,378 — 0% 0.10% $309K 2024-05-09 $91.17
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding PM

As of 2026 Q2 — sorted by position size

GQG Partners LLC 3Y 7Y 15.29% CALEDONIA INVESTMENTS PLC 3Y 7Y 14.38% EPACRIA CAPITAL PARTNERS, LLC 3Y 10.86% GARDNER RUSSO & QUINN LLC 3Y 7Y 9.18% Gladstone Capital Management LLP 3Y 7Y 8.97% Weinberger Asset Management, Inc 7.78% Dash Acquisitions Inc. 3Y 7.55% CSU Producer Resources, Inc. 3Y 7Y 7.15% Kennon-Green & Company, LLC 3Y 6.56% Vigil Wealth Management, LLC 6.31%

FAQ About MARSHALL FINANCIAL GROUP INC /ADV and PM

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

How long has MARSHALL FINANCIAL GROUP INC /ADV reported owning PM?

MARSHALL FINANCIAL GROUP INC /ADV reported PM across 7 quarterly 13F filings, from 2024 Q1 through 2025 Q3.

What was the largest reported PM position in MARSHALL FINANCIAL GROUP INC /ADV's portfolio?

The largest reported portfolio weight for PM was 0.18% in 2025 Q2.

What is the latest reported PM position on this page?

The most recent filing on this page is 2025 Q3, when MARSHALL FINANCIAL GROUP INC /ADV reported 3,070 shares, equal to 0.14% of portfolio, with an estimated market value of $498K.

What does the chart on this PM ownership page compare?

The chart compares MARSHALL FINANCIAL GROUP INC /ADV'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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