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LifeWealth Investments’s Philip Morris PM Stock Holding History

LifeWealth Investments’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
Q1 		– Sell
-2,950
Closed -$355K – 167
2024
Q4 		$355K Buy
+2,950
New +$372K 0.24% 93

Other funds holding PM

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

LifeWealth Investments's PM Position: Q1 2025 in Review

LifeWealth Investments sold out of Philip Morris (PM) in Q1 2025, closing a stake of 2,950 shares — an estimated $355K sold.

LifeWealth Investments first reported a position in PM in Q4 2024 and held it in 1 quarter. The position peaked at $355K in Q4 2024. 2,709 funds tracked by Wall St. Rank hold PM as of Q1 2025.

  • LifeWealth Investments reported no remaining Philip Morris position as of Q1 2025 after selling out during the quarter.
  • LifeWealth Investments sold 2,950 Philip Morris shares in Q1 2025, an estimated $355K.
  • LifeWealth Investments first reported a position in Philip Morris in Q4 2024 and held it in 1 quarter.
  • LifeWealth Investments's Philip Morris position peaked at $355K in Q4 2024.
  • 2,709 funds tracked by Wall St. Rank held Philip Morris as of Q1 2025.

Based on LifeWealth Investments's 13F filing for Q1 2025, filed 21 Apr 2025.