Aaron Wealth Advisors’s Philip Morris PM Stock Holding History

Aaron Wealth Advisors’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
2026 Q1	$3.1M	Sell	18,749 -2,169	-10%	-$377K	0.18%	76
2025 Q4	$3.36M	Buy	20,918 +5,107	+32%	+$791K	0.18%	75
2025 Q3	$2.56M	Buy	15,811 +6,644	+72%	+$1.12M	0.15%	80
2025 Q2	$1.67M	Buy	9,167 +764	+9%	+$131K	0.17%	79
2025 Q1	$1.33M	Buy	8,403 +1,019	+14%	+$144K	0.15%	96
2024 Q4	$889K	Buy	7,384 +986	+15%	+$124K	0.1%	131
2024 Q3	$777K	Buy	6,398 +1,467	+30%	+$170K	0.09%	138
2024 Q2	$500K	Buy	4,931 +191	+4%	+$18.7K	0.07%	165
2024 Q1	$434K	Buy	4,740 +1,261	+36%	+$116K	0.06%	170
2023 Q4	$327K	Buy	3,479 +16	+0.5%	+$1.47K	0.05%	180
2023 Q3	$321K	Buy	3,463 +337	+11%	+$32.4K	0.04%	188
2023 Q2	$305K	Sell	3,126 -228	-7%	-$21.8K	0.04%	204
2023 Q1	$326K	Buy	3,354 +748	+29%	+$74.5K	0.04%	198
2022 Q4	$264K	Buy	+2,606	New	+$246K	0.04%	207
2022 Q2	–	Sell	-54,297	Closed	-$578K	–	668
2022 Q1	$578K	Buy	+54,297	New	+$5.43M	0.01%	479

Other funds holding PM

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 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