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Bernard Wealth Management’s Philip Morris PM Stock Holding History

Bernard 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
-77
Closed -$12.2K – 370
2025
Q1 		$12.2K Buy
+77
New +$10.9K 0.01% 214

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

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

Bernard Wealth Management sold out of Philip Morris (PM) in Q2 2025, closing a stake of 77 shares — an estimated $12.2K sold.

Bernard Wealth Management first reported a position in PM in Q1 2025 and held it in 1 quarter. The position peaked at $12.2K in Q1 2025. 2,842 funds tracked by Wall St. Rank hold PM as of Q2 2025.

  • Bernard Wealth Management reported no remaining Philip Morris position as of Q2 2025 after selling out during the quarter.
  • Bernard Wealth Management sold 77 Philip Morris shares in Q2 2025, an estimated $12.2K.
  • Bernard Wealth Management first reported a position in Philip Morris in Q1 2025 and held it in 1 quarter.
  • Bernard Wealth Management's Philip Morris position peaked at $12.2K in Q1 2025.
  • 2,842 funds tracked by Wall St. Rank held Philip Morris as of Q2 2025.

Based on Bernard Wealth Management's 13F filing for Q2 2025, filed 24 Jul 2025.