CWA
PPLI

CM Wealth Advisors’s People Inc PPLI Stock Holding History

CM Wealth Advisors’s Portfolio PPLI Stock Details PPLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$210K Buy
+5,241
New +$199K 0.04% 139

Other funds holding PPLI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $4.82B AUM 24.94% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
HI
Helikon Investments London, United Kingdom $2.65B AUM 79.03% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PCM
Patient Capital Management Baltimore, Maryland $2.74B AUM 43.59% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CM Wealth Advisors's PPLI Position: Q1 2026 in Review

CM Wealth Advisors opened a new position in People Inc (PPLI) in Q1 2026: 5,241 shares worth $210K. The stake represents 0.04% of the portfolio and ranks #139 among its holdings.

334 funds tracked by Wall St. Rank hold PPLI as of Q1 2026.

  • CM Wealth Advisors held 5,241 shares of People Inc worth $210K as of Q1 2026.
  • People Inc was a new CM Wealth Advisors position in Q1 2026.
  • People Inc made up 0.04% of CM Wealth Advisors's portfolio in Q1 2026, its #139 holding.
  • 334 funds tracked by Wall St. Rank held People Inc as of Q1 2026.

Based on CM Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.