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ERTS Wealth Advisors’s Philip Morris PM Stock Holding History

ERTS Wealth Advisors’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
-2,174
Closed -$345K – 73
2025
Q1 		$345K Sell
2,174
-266
-11% -$37.7K 0.07% 62
2024
Q4 		$294K Sell
2,440
-355
-13% -$44.8K 0.06% 69
2024
Q3 		$339K Sell
2,795
-407
-13% -$47.3K 0.06% 67
2024
Q2 		$324K Sell
3,202
-45
-1% -$4.4K 0.07% 69
2024
Q1 		$297K Sell
3,247
-59
-2% -$5.44K 0.06% 73
2023
Q4 		$311K Buy
3,306
+318
+11% +$29.3K 0.07% 66
2023
Q3 		$277K Sell
2,988
-57
-2% -$5.49K 0.07% 65
2023
Q2 		$297K Buy
3,045
+111
+4% +$10.6K 0.07% 72
2023
Q1 		$285K Sell
2,934
-565
-16% -$56.3K 0.07% 76
2022
Q4 		$354K Sell
3,499
-92
-3% -$8.68K 0.09% 70
2022
Q3 		$298K Buy
3,591
+40
+1% +$3.81K 0.08% 66
2022
Q2 		$351K Sell
3,551
-31
-0.9% -$3.16K 0.1% 62
2022
Q1 		$336K Sell
3,582
-781
-18% -$78.1K 0.09% 62
2021
Q4 		$413K Buy
4,363
+161
+4% +$15K 0.1% 57
2021
Q3 		$405K Buy
4,202
+56
+1% +$5.63K 0.11% 55
2021
Q2 		$411K Sell
4,146
-56
-1% -$5.37K 0.11% 56
2021
Q1 		$373K Buy
4,202
+1,444
+52% +$123K 0.11% 58
2020
Q4 		$228K Sell
2,758
-180
-6% -$14K 0.07% 71
2020
Q3 		$220K Buy
2,938
+50
+2% +$3.86K 0.08% 69
2020
Q2 		$202K Sell
2,888
-1,125
-28% -$82K 0.08% 75
2020
Q1 		$293K Sell
4,013
-685
-15% -$56.4K 0.14% 65
2019
Q4 		$400K Hold
4,698
– – 0.18% 53
2019
Q3 		$357K Buy
4,698
+1,138
+32% +$90.2K 0.18% 55
2019
Q2 		$280K Hold
3,560
– – 0.15% 66
2019
Q1 		$315K Buy
3,560
+225
+7% +$18.1K 0.19% 63
2018
Q4 		$223K Buy
+3,335
New +$279K 0.16% 68

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

ERTS Wealth Advisors's PM Position: Q2 2025 in Review

ERTS Wealth Advisors sold out of Philip Morris (PM) in Q2 2025, closing a stake of 2,174 shares — an estimated $345K sold.

ERTS Wealth Advisors first reported a position in PM in Q4 2018 and held it in 26 quarters. The position peaked at $413K in Q4 2021. 2,842 funds tracked by Wall St. Rank hold PM as of Q2 2025.

  • ERTS Wealth Advisors reported no remaining Philip Morris position as of Q2 2025 after selling out during the quarter.
  • ERTS Wealth Advisors sold 2,174 Philip Morris shares in Q2 2025, an estimated $345K.
  • ERTS Wealth Advisors first reported a position in Philip Morris in Q4 2018 and held it in 26 quarters.
  • ERTS Wealth Advisors's Philip Morris position peaked at $413K in Q4 2021.
  • 2,842 funds tracked by Wall St. Rank held Philip Morris as of Q2 2025.

Based on ERTS Wealth Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.