CJM Wealth Advisers’s Philip Morris PM Stock Holding History

CJM Wealth Advisers’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 Q3	–	Sell	-1,104	Closed	-$201K	–	76
2025 Q2	$201K	Buy	+1,104	New	+$190K	0.07%	67

Other funds holding PM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CJM Wealth Advisers's PM Position: Q3 2025 in Review

CJM Wealth Advisers sold out of Philip Morris (PM) in Q3 2025, closing a stake of 1,104 shares — an estimated $201K sold.

CJM Wealth Advisers first reported a position in PM in Q2 2025 and held it in 1 quarter. The position peaked at $201K in Q2 2025. 2,731 funds tracked by Wall St. Rank hold PM as of Q3 2025.

CJM Wealth Advisers reported no remaining Philip Morris position as of Q3 2025 after selling out during the quarter.
CJM Wealth Advisers sold 1,104 Philip Morris shares in Q3 2025, an estimated $201K.
CJM Wealth Advisers first reported a position in Philip Morris in Q2 2025 and held it in 1 quarter.
CJM Wealth Advisers's Philip Morris position peaked at $201K in Q2 2025.
2,731 funds tracked by Wall St. Rank held Philip Morris as of Q3 2025.

Based on CJM Wealth Advisers's 13F filing for Q3 2025, filed 14 Oct 2025.