Members Wealth’s Philip Morris PM Stock Holding History

Members Wealth’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	-1,352	Closed	-$203K	–	109
2024 Q4	$203K	Buy	+1,352	New	+$171K	0.15%	108

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Members Wealth's PM Position: Q1 2025 in Review

Members Wealth sold out of Philip Morris (PM) in Q1 2025, closing a stake of 1,352 shares — an estimated $203K sold.

Members Wealth first reported a position in PM in Q4 2024 and held it in 1 quarter. The position peaked at $203K in Q4 2024. 2,709 funds tracked by Wall St. Rank hold PM as of Q1 2025.

Members Wealth reported no remaining Philip Morris position as of Q1 2025 after selling out during the quarter.
Members Wealth sold 1,352 Philip Morris shares in Q1 2025, an estimated $203K.
Members Wealth first reported a position in Philip Morris in Q4 2024 and held it in 1 quarter.
Members Wealth's Philip Morris position peaked at $203K in Q4 2024.
2,709 funds tracked by Wall St. Rank held Philip Morris as of Q1 2025.

Based on Members Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.