Destination Wealth Management’s Philip Morris PM Stock Holding History

Destination 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	–	Sell	-3,104	Closed	-$493K	–	279
2025 Q1	$493K	Buy	+3,104	New	+$440K	0.02%	165
2019 Q3	–	Sell	-769	Closed	-$60K	–	405
2019 Q2	$60K	Sell	769 -37	-5%	-$3.06K	﹤0.01%	250
2019 Q1	$71K	Sell	806 -117	-13%	-$9.42K	﹤0.01%	225
2018 Q4	$62K	Buy	923 +323	+54%	+$27K	﹤0.01%	237
2018 Q3	$49K	Sell	600 -76	-11%	-$6.24K	﹤0.01%	287
2018 Q2	$55K	Sell	676 -615	-48%	-$52.2K	﹤0.01%	248
2018 Q1	$128K	Buy	+1,291	New	+$134K	0.01%	171
2015 Q3	–	Sell	-5,351	Closed	-$429K	–	200
2015 Q2	$429K	Buy	+5,351	New	+$440K	0.03%	180

Other funds holding PM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Destination Wealth Management sold out of Philip Morris (PM) in Q2 2025, closing a stake of 3,104 shares — an estimated $493K sold.

Destination Wealth Management first reported a position in PM in Q2 2015 and held it in 8 quarters. The position peaked at $493K in Q1 2025. 2,842 funds tracked by Wall St. Rank hold PM as of Q2 2025.

Destination Wealth Management reported no remaining Philip Morris position as of Q2 2025 after selling out during the quarter.
Destination Wealth Management sold 3,104 Philip Morris shares in Q2 2025, an estimated $493K.
Destination Wealth Management first reported a position in Philip Morris in Q2 2015 and held it in 8 quarters.
Destination Wealth Management's Philip Morris position peaked at $493K in Q1 2025.
2,842 funds tracked by Wall St. Rank held Philip Morris as of Q2 2025.

Based on Destination Wealth Management's 13F filing for Q2 2025, filed 14 Aug 2025.