Planning Directions’s Philip Morris PM Stock Holding History

Planning Directions’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	-47,983	Closed	-$7.62M	–	104
2025 Q1	$7.62M	Buy	+47,983	New	+$6.8M	3.26%	6

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

Planning Directions's PM Position: Q2 2025 in Review

Planning Directions sold out of Philip Morris (PM) in Q2 2025, closing a stake of 47,983 shares — an estimated $7.62M sold.

Planning Directions first reported a position in PM in Q1 2025 and held it in 1 quarter. The position peaked at $7.62M in Q1 2025. 2,842 funds tracked by Wall St. Rank hold PM as of Q2 2025.

Planning Directions reported no remaining Philip Morris position as of Q2 2025 after selling out during the quarter.
Planning Directions sold 47,983 Philip Morris shares in Q2 2025, an estimated $7.62M.
Planning Directions first reported a position in Philip Morris in Q1 2025 and held it in 1 quarter.
Planning Directions's Philip Morris position peaked at $7.62M in Q1 2025.
2,842 funds tracked by Wall St. Rank held Philip Morris as of Q2 2025.

Based on Planning Directions's 13F filing for Q2 2025, filed 1 Aug 2025.