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Gutierrez Wealth Advisory’s Philip Morris PM Stock Holding History

Gutierrez Wealth Advisory’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 		– Sell
-1,657
Closed -$302K – 65
2025
Q2 		$302K Sell
1,657
-609
-27% -$105K 0.2% 48
2025
Q1 		$360K Buy
2,266
+82
+4% +$11.6K 0.29% 29
2024
Q4 		$263K Buy
+2,184
New +$276K 0.22% 38

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

Gutierrez Wealth Advisory's PM Position: Q3 2025 in Review

Gutierrez Wealth Advisory sold out of Philip Morris (PM) in Q3 2025, closing a stake of 1,657 shares — an estimated $302K sold.

Gutierrez Wealth Advisory first reported a position in PM in Q4 2024 and held it in 3 quarters. The position peaked at $360K in Q1 2025. 2,731 funds tracked by Wall St. Rank hold PM as of Q3 2025.

  • Gutierrez Wealth Advisory reported no remaining Philip Morris position as of Q3 2025 after selling out during the quarter.
  • Gutierrez Wealth Advisory sold 1,657 Philip Morris shares in Q3 2025, an estimated $302K.
  • Gutierrez Wealth Advisory first reported a position in Philip Morris in Q4 2024 and held it in 3 quarters.
  • Gutierrez Wealth Advisory's Philip Morris position peaked at $360K in Q1 2025.
  • 2,731 funds tracked by Wall St. Rank held Philip Morris as of Q3 2025.

Based on Gutierrez Wealth Advisory's 13F filing for Q3 2025, filed 12 Nov 2025.