JWM
PM icon

Jackson Wealth Management’s Philip Morris PM Stock Holding History

Jackson 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 		– Sell
-3,147
Closed -$573K – 175
2025
Q2 		$573K Sell
3,147
-88
-3% -$15.1K 0.06% 103
2025
Q1 		$513K Buy
+3,235
New +$458K 0.06% 108
2020
Q1 		– Sell
-2,300
Closed -$200K – 152
2019
Q4 		$200K Buy
+2,300
New +$190K 0.03% 147
2018
Q1 		– Sell
-19,817
Closed -$2.08M – 99
2017
Q4 		$2.08M Buy
19,817
+98
+0.5% +$10.4K 0.53% 55
2017
Q3 		$2.27M Buy
19,719
+768
+4% +$89.4K 0.61% 40
2017
Q2 		$2.2M Buy
18,951
+855
+5% +$99K 0.7% 34
2017
Q1 		$2.06M Buy
18,096
+549
+3% +$56.6K 0.74% 28
2016
Q4 		$1.62M Sell
17,547
-11,912
-40% -$1.1M 0.63% 41
2016
Q3 		$2.85M Buy
29,459
+391
+1% +$39.2K 1.08% 23
2016
Q2 		$2.96M Buy
29,068
+187
+0.6% +$18.6K 1.1% 21
2016
Q1 		$2.9M Sell
28,881
-688
-2% -$63.1K 1.12% 18
2015
Q4 		$2.63M Buy
29,569
+17,156
+138% +$1.49M 1.04% 25
2015
Q3 		$985K Sell
12,413
-2,111
-15% -$174K 0.35% 73
2015
Q2 		$1.16M Sell
14,524
-4,796
-25% -$395K 0.39% 73
2015
Q1 		$1.46M Sell
19,320
-1,339
-6% -$109K 0.47% 73
2014
Q4 		$1.68M Buy
+20,659
New +$1.77M 0.55% 64

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BlackRock
BlackRock New York $5.7T 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 $1.47T 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