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Kaydan Wealth Management’s Philip Morris PM Stock Holding History

Kaydan 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
-1,243
Closed -$226K – 117
2025
Q2 		$226K Buy
+1,243
New +$213K 0.07% 101

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Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Kaydan Wealth Management sold out of Philip Morris (PM) in Q3 2025, closing a stake of 1,243 shares — an estimated $226K sold.

Kaydan Wealth Management first reported a position in PM in Q2 2025 and held it in 1 quarter. The position peaked at $226K in Q2 2025. 2,736 funds tracked by Wall St. Rank hold PM as of Q3 2025.

  • Kaydan Wealth Management reported no remaining Philip Morris position as of Q3 2025 after selling out during the quarter.
  • Kaydan Wealth Management sold 1,243 Philip Morris shares in Q3 2025, an estimated $226K.
  • Kaydan Wealth Management first reported a position in Philip Morris in Q2 2025 and held it in 1 quarter.
  • Kaydan Wealth Management's Philip Morris position peaked at $226K in Q2 2025.
  • 2,736 funds tracked by Wall St. Rank held Philip Morris as of Q3 2025.

Based on Kaydan Wealth Management's 13F filing for Q3 2025, filed 17 Oct 2025.