PWH
PM icon

Priebe Wealth Holdings’s Philip Morris PM Stock Holding History

Priebe Wealth Holdings’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
-1,821
Closed -$289K – 72
2025
Q1 		$289K Buy
+1,821
New +$258K 0.18% 56
2024
Q4 		– Sell
-1,951
Closed -$237K – 71
2024
Q3 		$237K Sell
1,951
-456
-19% -$53K 0.17% 54
2024
Q2 		$244K Buy
2,407
+31
+1% +$3.03K 0.19% 46
2024
Q1 		$218K Sell
2,376
-65
-3% -$5.99K 0.17% 54
2023
Q4 		$230K Buy
+2,441
New +$225K 0.19% 53

Other funds holding PM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Priebe Wealth Holdings's PM Position: Q2 2025 in Review

Priebe Wealth Holdings sold out of Philip Morris (PM) in Q2 2025, closing a stake of 1,821 shares — an estimated $289K sold.

Priebe Wealth Holdings first reported a position in PM in Q4 2023 and held it in 5 quarters. The position peaked at $289K in Q1 2025. 2,842 funds tracked by Wall St. Rank hold PM as of Q2 2025.

  • Priebe Wealth Holdings reported no remaining Philip Morris position as of Q2 2025 after selling out during the quarter.
  • Priebe Wealth Holdings sold 1,821 Philip Morris shares in Q2 2025, an estimated $289K.
  • Priebe Wealth Holdings first reported a position in Philip Morris in Q4 2023 and held it in 5 quarters.
  • Priebe Wealth Holdings's Philip Morris position peaked at $289K in Q1 2025.
  • 2,842 funds tracked by Wall St. Rank held Philip Morris as of Q2 2025.

Based on Priebe Wealth Holdings's 13F filing for Q2 2025, filed 25 Jul 2025.