Congress Wealth Management’s Philip Morris PM Stock Holding History

Congress 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	$11.4M	Buy	62,434 +4,751	+8%	+$816K	0.11%	222
2025 Q1	$9.12M	Buy	57,683 +45,808	+386%	+$6.49M	0.11%	224
2024 Q4	$1.43M	Buy	11,875 +1,642	+16%	+$207K	0.02%	463
2024 Q3	$1.24M	Buy	10,233 +6,876	+205%	+$799K	0.02%	486
2024 Q2	$340K	Buy	3,357 +231	+7%	+$22.6K	0.01%	588
2024 Q1	$287K	Sell	3,126 -1,889	-38%	-$174K	﹤0.01%	513
2023 Q4	$472K	Sell	5,015 -114	-2%	-$10.5K	0.01%	473
2023 Q3	$475K	Sell	5,129 -364	-7%	-$35K	0.01%	464
2023 Q2	$536K	Buy	5,493 +139	+3%	+$13.3K	0.01%	406
2023 Q1	$521K	Buy	5,354 +817	+18%	+$81.4K	0.01%	412
2022 Q4	$459K	Sell	4,537 -322	-7%	-$30.4K	0.01%	418
2022 Q3	$404K	Sell	4,859 -864	-15%	-$82.4K	0.01%	430
2022 Q2	$565K	Buy	5,723 +31	+0.5%	+$3.16K	0.01%	388
2022 Q1	$534K	Sell	5,692 -309	-5%	-$30.9K	0.01%	438
2021 Q4	$570K	Buy	+6,001	New	+$561K	0.01%	447

Other funds holding PM

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 New York $5.7T 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

JP Morgan Chase

JP Morgan Chase New York $1.47T 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