Cherry Tree Wealth Management’s Philip Morris PM Stock Holding History

Cherry Tree 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
2026 Q2	$9.23K	Hold	51	–	–	﹤0.01%	448
2026 Q1	$8.43K	Hold	51	–	–	﹤0.01%	447
2025 Q4	$8.18K	Sell	51 -34	-40%	-$5.27K	﹤0.01%	445
2025 Q3	$13.8K	Hold	85	–	–	﹤0.01%	376
2025 Q2	$15.5K	Sell	85 -215	-72%	-$36.9K	﹤0.01%	363
2025 Q1	$47.6K	Buy	300 +31	+12%	+$4.39K	0.01%	260
2024 Q4	$32.4K	Hold	269	–	–	0.01%	290
2024 Q3	$32.7K	Hold	269	–	–	0.01%	293
2024 Q2	$27.3K	Hold	269	–	–	0.01%	299
2024 Q1	$24.6K	Hold	269	–	–	0.01%	306
2023 Q4	$25.3K	Hold	269	–	–	0.01%	290
2023 Q3	$24.9K	Hold	269	–	–	0.01%	279
2023 Q2	$26.3K	Buy	+269	New	+$25.7K	0.01%	273

Other funds holding PM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cherry Tree Wealth Management's PM Position: Q2 2026 in Review

Cherry Tree Wealth Management held its Philip Morris (PM) position steady in Q2 2026 at 51 shares worth $9.23K. The position accounts for ﹤0.01% of the portfolio, ranked #448.

Cherry Tree Wealth Management first reported a position in PM in Q2 2023 and has held it in 13 quarters since. The position peaked at $47.6K in Q1 2025. 2,937 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Cherry Tree Wealth Management held 51 shares of Philip Morris worth $9.23K as of Q2 2026.
Cherry Tree Wealth Management left its Philip Morris share count unchanged in Q2 2026.
Philip Morris made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q2 2026, its #448 holding.
Cherry Tree Wealth Management first reported a position in Philip Morris in Q2 2023 and has held it in 13 quarters since.
Cherry Tree Wealth Management's Philip Morris position peaked at $47.6K in Q1 2025.
2,937 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2026, filed 15 Sep 2026.