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Capital A Wealth Management’s Philip Morris PM Stock Holding History

Capital A 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 		$62.8K Buy
668
+406
+155% +$69.7K 0.7% 38
2025
Q1 		$41.6K Sell
262
-182
-41% -$25.8K 0.04% 164
2024
Q4 		$53.5K Buy
+444
New +$56K 0.09% 152

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

Capital A Wealth Management's PM Position: Q2 2025 in Review

Capital A Wealth Management increased its Philip Morris (PM) stake by 155% in Q2 2025, buying an estimated $69.7K and bringing the position to 668 shares worth $62.8K. The position accounts for 0.7% of the portfolio, ranked #38.

Capital A Wealth Management first reported a position in PM in Q4 2024 and has held it in 3 quarters since. 2,842 funds tracked by Wall St. Rank hold PM as of Q2 2025.

  • Capital A Wealth Management held 668 shares of Philip Morris worth $62.8K as of Q2 2025.
  • Capital A Wealth Management bought 406 Philip Morris shares in Q2 2025, an estimated $69.7K.
  • Philip Morris made up 0.7% of Capital A Wealth Management's portfolio in Q2 2025, its #38 holding.
  • Capital A Wealth Management first reported a position in Philip Morris in Q4 2024 and has held it in 3 quarters since.
  • 2,842 funds tracked by Wall St. Rank held Philip Morris as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.