DWM
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Drive Wealth Management’s Philip Morris PM Stock Holding History

Drive 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
2026
Q1 		$1.14M Buy
6,852
+598
+10% +$104K 0.24% 80
2025
Q4 		$1.01M Buy
6,254
+1,098
+21% +$170K 0.2% 93
2025
Q3 		$836K Sell
5,156
-2,251
-30% -$379K 0.18% 103
2025
Q2 		$1.36M Buy
7,407
+3,025
+69% +$519K 0.3% 78
2025
Q1 		$701K Buy
4,382
+406
+10% +$57.5K 0.16% 110
2024
Q4 		$484K Buy
3,976
+2,221
+127% +$280K 0.12% 136
2024
Q3 		$215K Buy
+1,755
New +$204K 0.06% 281
2024
Q2 		– Sell
-4,189
Closed -$386K – 334
2024
Q1 		$386K Buy
4,189
+965
+30% +$89K 0.11% 168
2023
Q4 		$308K Sell
3,224
-1,932
-37% -$178K 0.1% 193
2023
Q3 		$484K Sell
5,156
-1,831
-26% -$176K 0.18% 111
2023
Q2 		$691K Sell
6,987
-1,320
-16% -$126K 0.26% 83
2023
Q1 		$819K Sell
8,307
-787
-9% -$78.4K 0.34% 69
2022
Q4 		$932K Buy
9,094
+3,227
+55% +$305K 0.47% 48
2022
Q3 		$495K Sell
5,867
-1,731
-23% -$165K 0.47% 53
2022
Q2 		$760K Buy
7,598
+184
+2% +$18.8K 0.69% 34
2022
Q1 		$705K Buy
7,414
+1,707
+30% +$171K 0.59% 41
2021
Q4 		$549K Buy
+5,707
New +$533K 0.48% 54

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VCM
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Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return