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Copperwynd Financial’s Philip Morris PM Stock Holding History

Copperwynd Financial’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 		$3.87M Sell
21,244
-292
-1% -$50.1K 0.97% 22
2025
Q1 		$3.42M Buy
21,536
+2,408
+13% +$341K 0.94% 22
2024
Q4 		$2.3M Buy
19,128
+2,296
+14% +$290K 0.64% 32
2024
Q3 		$2.04M Buy
+16,832
New +$1.96M 0.61% 29

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 $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T 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

Copperwynd Financial's PM Position: Q2 2025 in Review

Copperwynd Financial reduced its Philip Morris (PM) stake by 1.4% in Q2 2025, selling an estimated $50.1K and leaving 21,244 shares worth $3.87M. The position accounts for 0.97% of the portfolio, ranked #22.

Copperwynd Financial first reported a position in PM in Q3 2024 and has held it in 4 quarters since. 2,842 funds tracked by Wall St. Rank hold PM as of Q2 2025.

  • Copperwynd Financial held 21,244 shares of Philip Morris worth $3.87M as of Q2 2025.
  • Copperwynd Financial sold 292 Philip Morris shares in Q2 2025, an estimated $50.1K.
  • Philip Morris made up 0.97% of Copperwynd Financial's portfolio in Q2 2025, its #22 holding.
  • Copperwynd Financial first reported a position in Philip Morris in Q3 2024 and has held it in 4 quarters since.
  • 2,842 funds tracked by Wall St. Rank held Philip Morris as of Q2 2025.

Based on Copperwynd Financial's 13F filing for Q2 2025, filed 24 Jul 2025.