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Alterna Wealth Management’s Philip Morris PM Stock Holding History

Alterna Wealth 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
Q2 		– Sell
-1,550
Closed -$246K – 121
2025
Q1 		$246K Buy
+1,550
New +$220K 0.19% 86
2019
Q1 		– Sell
-12,682
Closed -$1.49M – 278
2018
Q4 		$1.49M Buy
+12,682
New +$1.06M 0.24% 69

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Alterna Wealth Management's PM Position: Q2 2025 in Review

Alterna Wealth Management sold out of Philip Morris (PM) in Q2 2025, closing a stake of 1,550 shares — an estimated $246K sold.

Alterna Wealth Management first reported a position in PM in Q4 2018 and held it in 2 quarters. The position peaked at $1.49M in Q4 2018. 2,842 funds tracked by Wall St. Rank hold PM as of Q2 2025.

  • Alterna Wealth Management reported no remaining Philip Morris position as of Q2 2025 after selling out during the quarter.
  • Alterna Wealth Management sold 1,550 Philip Morris shares in Q2 2025, an estimated $246K.
  • Alterna Wealth Management first reported a position in Philip Morris in Q4 2018 and held it in 2 quarters.
  • Alterna Wealth Management's Philip Morris position peaked at $1.49M in Q4 2018.
  • 2,842 funds tracked by Wall St. Rank held Philip Morris as of Q2 2025.

Based on Alterna Wealth Management's 13F filing for Q2 2025, filed 11 Aug 2025.