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
Q2 		$255K Buy
5,524
+283
+5% +$12.1K 0.05% 162
2026
Q1 		$210K Buy
+5,241
New +$199K 0.04% 139

Other funds holding PPLI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $7.69B AUM 15.48% 1-Year Est. Return
HI
Helikon Investments London, United Kingdom $3.35B AUM 55.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
SAM
Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
CM
Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
PCM
Patient Capital Management Baltimore, Maryland $3.05B AUM 42.09% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

CM Wealth Advisors's PPLI Position: Q2 2026 in Review

CM Wealth Advisors increased its People Inc (PPLI) stake by 5.4% in Q2 2026, buying an estimated $12.1K and bringing the position to 5,524 shares worth $255K. The position accounts for 0.05% of the portfolio, ranked #162.

CM Wealth Advisors first reported a position in PPLI in Q1 2026 and has held it in 2 quarters since. 341 funds tracked by Wall St. Rank hold PPLI as of Q2 2026.

  • CM Wealth Advisors held 5,524 shares of People Inc worth $255K as of Q2 2026.
  • CM Wealth Advisors bought 283 People Inc shares in Q2 2026, an estimated $12.1K.
  • People Inc made up 0.05% of CM Wealth Advisors's portfolio in Q2 2026, its #162 holding.
  • CM Wealth Advisors first reported a position in People Inc in Q1 2026 and has held it in 2 quarters since.
  • 341 funds tracked by Wall St. Rank held People Inc as of Q2 2026.

Based on CM Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.