Iron Horse Wealth Management’s Philip Morris PM Stock Holding History

Iron Horse 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	$43.7K	Buy	240 +2	+0.8%	+$343	0.01%	148
2025 Q1	$37.8K	Buy	238 +2	+0.8%	+$283	0.01%	146
2024 Q4	$28.3K	Buy	236 +3	+1%	+$378	0.01%	153
2024 Q3	$28.3K	Sell	233 -18	-7%	-$2.09K	0.01%	150
2024 Q2	$25.4K	Buy	251 +219	+684%	+$21.4K	0.01%	144
2024 Q1	$2.93K	Hold	32	–	–	﹤0.01%	305
2023 Q4	$3.01K	Hold	32	–	–	﹤0.01%	316
2023 Q3	$2.96K	Buy	+32	New	+$3.08K	﹤0.01%	317
2022 Q3	–	Sell	-15	Closed	-$1K	–	241
2022 Q2	$1K	Buy	+15	New	+$1.53K	﹤0.01%	228

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

Iron Horse Wealth Management's PM Position: Q2 2025 in Review

Iron Horse Wealth Management increased its Philip Morris (PM) stake by 0.84% in Q2 2025, buying an estimated $343 and bringing the position to 240 shares worth $43.7K. The position accounts for 0.01% of the portfolio, ranked #148.

Iron Horse Wealth Management first reported a position in PM in Q2 2022 and has held it in 9 quarters since. 2,842 funds tracked by Wall St. Rank hold PM as of Q2 2025.

Iron Horse Wealth Management held 240 shares of Philip Morris worth $43.7K as of Q2 2025.
Iron Horse Wealth Management bought 2 Philip Morris shares in Q2 2025, an estimated $343.
Philip Morris made up 0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #148 holding.
Iron Horse Wealth Management first reported a position in Philip Morris in Q2 2022 and has held it in 9 quarters since.
2,842 funds tracked by Wall St. Rank held Philip Morris as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.