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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 0.05% 347
2022
Q1 		$3.95M Buy
+41,739
New +$4.18M 0.07% 302

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 $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Atria Wealth Solutions's PM Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Philip Morris (PM) stake by 38% in Q2 2025, selling an estimated $4.74M and leaving 44,193 shares worth $8.04M. The position accounts for 0.18% of the portfolio, ranked #128.

Atria Wealth Solutions first reported a position in PM in Q1 2022 and has held it in 14 quarters since. The position peaked at $11.4M in Q1 2025. 2,846 funds tracked by Wall St. Rank hold PM as of Q2 2025.

  • Atria Wealth Solutions held 44,193 shares of Philip Morris worth $8.04M as of Q2 2025.
  • Atria Wealth Solutions sold 27,574 Philip Morris shares in Q2 2025, an estimated $4.74M.
  • Philip Morris made up 0.18% of Atria Wealth Solutions's portfolio in Q2 2025, its #128 holding.
  • Atria Wealth Solutions first reported a position in Philip Morris in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's Philip Morris position peaked at $11.4M in Q1 2025.
  • 2,846 funds tracked by Wall St. Rank held Philip Morris as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.