PFG Private Wealth Management’s Philip Morris PM Stock Holding History

PFG Private 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	–	Sell	-16	Closed	-$2.54K	–	193
2025 Q1	$2.54K	Sell	16 -14	-47%	-$1.98K	﹤0.01%	222
2024 Q4	$3.61K	Hold	30	–	–	﹤0.01%	170
2024 Q3	$3.64K	Sell	30 -33	-52%	-$3.83K	﹤0.01%	177
2024 Q2	$6.38K	Buy	63 +33	+110%	+$3.23K	﹤0.01%	149
2024 Q1	$2.75K	Hold	30	–	–	﹤0.01%	178
2023 Q4	$2.82K	Sell	30 -39	-57%	-$3.59K	﹤0.01%	183
2023 Q3	$6.39K	Sell	69 -43	-38%	-$4.14K	﹤0.01%	206
2023 Q2	$10.9K	Buy	112 +93	+489%	+$8.89K	0.01%	208
2023 Q1	$1.85K	Sell	19 -16	-46%	-$1.59K	﹤0.01%	254
2022 Q4	$4K	Hold	35	–	–	﹤0.01%	245
2022 Q3	$3K	Hold	35	–	–	﹤0.01%	276
2022 Q2	$3K	Hold	35	–	–	﹤0.01%	269
2022 Q1	$3K	Hold	35	–	–	﹤0.01%	261
2021 Q4	$3K	Hold	35	–	–	﹤0.01%	270
2021 Q3	$3K	Buy	+35	New	+$3.52K	﹤0.01%	261

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

PFG Private Wealth Management's PM Position: Q2 2025 in Review

PFG Private Wealth Management sold out of Philip Morris (PM) in Q2 2025, closing a stake of 16 shares — an estimated $2.54K sold.

PFG Private Wealth Management first reported a position in PM in Q3 2021 and held it in 15 quarters. The position peaked at $10.9K in Q2 2023. 2,842 funds tracked by Wall St. Rank hold PM as of Q2 2025.

PFG Private Wealth Management reported no remaining Philip Morris position as of Q2 2025 after selling out during the quarter.
PFG Private Wealth Management sold 16 Philip Morris shares in Q2 2025, an estimated $2.54K.
PFG Private Wealth Management first reported a position in Philip Morris in Q3 2021 and held it in 15 quarters.
PFG Private Wealth Management's Philip Morris position peaked at $10.9K in Q2 2023.
2,842 funds tracked by Wall St. Rank held Philip Morris as of Q2 2025.

Based on PFG Private Wealth Management's 13F filing for Q2 2025, filed 11 Aug 2025.