Atria Wealth Solutions’s Philip Morris PM Stock Holding History

Atria Wealth Solutions’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	$8.04M	Sell	44,193 -27,574	-38%	-$4.74M	0.18%	128
2025 Q1	$11.4M	Sell	71,767 -11,498	-14%	-$1.63M	0.14%	158
2024 Q4	$10.1M	Buy	83,265 +3,443	+4%	+$434K	0.11%	190
2024 Q3	$9.73M	Sell	79,822 -6,868	-8%	-$798K	0.11%	199
2024 Q2	$8.85M	Buy	86,690 +3,018	+4%	+$295K	0.1%	214
2024 Q1	$7.74M	Buy	83,672 +9,308	+13%	+$858K	0.09%	245
2023 Q4	$7.03M	Buy	74,364 +3,818	+5%	+$352K	0.09%	234
2023 Q3	$6.56M	Buy	70,546 +2,774	+4%	+$267K	0.09%	227
2023 Q2	$6.64M	Buy	67,772 +7,403	+12%	+$707K	0.09%	224
2023 Q1	$5.92M	Buy	60,369 +5,341	+10%	+$532K	0.09%	226
2022 Q4	$5.62M	Buy	55,028 +2,416	+5%	+$228K	0.09%	238
2022 Q3	$4.38M	Buy	52,612 +23,131	+78%	+$2.21M	0.08%	257
2022 Q2	$2.92M	Sell	29,481 -12,258	-29%	-$1.25M	0.06%	347
2022 Q1	$3.95M	Buy	+41,739	New	+$4.18M	0.07%	302

Other funds holding PM

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 New York $5.7T 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T 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