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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Congress Wealth Management's PM Position: Q2 2025 in Review

Congress Wealth Management increased its Philip Morris (PM) stake by 8.2% in Q2 2025, buying an estimated $816K and bringing the position to 62,434 shares worth $11.4M. The position accounts for 0.11% of the portfolio, ranked #222.

Congress Wealth Management first reported a position in PM in Q4 2021 and has held it in 15 quarters since. 2,846 funds tracked by Wall St. Rank hold PM as of Q2 2025.

  • Congress Wealth Management held 62,434 shares of Philip Morris worth $11.4M as of Q2 2025.
  • Congress Wealth Management bought 4,751 Philip Morris shares in Q2 2025, an estimated $816K.
  • Philip Morris made up 0.11% of Congress Wealth Management's portfolio in Q2 2025, its #222 holding.
  • Congress Wealth Management first reported a position in Philip Morris in Q4 2021 and has held it in 15 quarters since.
  • 2,846 funds tracked by Wall St. Rank held Philip Morris as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.