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Gitterman Wealth Management’s Philip Morris PM Stock Holding History

Gitterman 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
Q3 		$201K Hold
1,240
– – 0.05% 127
2025
Q2 		$226K Buy
+1,240
New +$213K 0.05% 125

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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 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 $1.56T 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
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

Gitterman Wealth Management's PM Position: Q3 2025 in Review

Gitterman Wealth Management held its Philip Morris (PM) position steady in Q3 2025 at 1,240 shares worth $201K. The position accounts for 0.05% of the portfolio, ranked #127.

Gitterman Wealth Management first reported a position in PM in Q2 2025 and has held it in 2 quarters since. The position peaked at $226K in Q2 2025. 2,731 funds tracked by Wall St. Rank hold PM as of Q3 2025.

  • Gitterman Wealth Management held 1,240 shares of Philip Morris worth $201K as of Q3 2025.
  • Gitterman Wealth Management left its Philip Morris share count unchanged in Q3 2025.
  • Philip Morris made up 0.05% of Gitterman Wealth Management's portfolio in Q3 2025, its #127 holding.
  • Gitterman Wealth Management first reported a position in Philip Morris in Q2 2025 and has held it in 2 quarters since.
  • Gitterman Wealth Management's Philip Morris position peaked at $226K in Q2 2025.
  • 2,731 funds tracked by Wall St. Rank held Philip Morris as of Q3 2025.

Based on Gitterman Wealth Management's 13F filing for Q3 2025, filed 4 Nov 2025.