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Ruedi Wealth Management’s Philip Morris PM Stock Holding History

Ruedi 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
-718
Closed -$114K – 255
2025
Q1 		$114K Hold
718
– – 0.04% 64
2024
Q4 		$86.4K Hold
718
– – 0.03% 69
2024
Q3 		$87.2K Hold
718
– – 0.03% 72
2024
Q2 		$72.8K Hold
718
– – 0.03% 75
2024
Q1 		$65.8K Buy
718
+68
+10% +$6.27K 0.03% 77
2023
Q4 		$61.2K Hold
650
– – 0.03% 75
2023
Q3 		$60.2K Hold
650
– – 0.03% 72
2023
Q2 		$63.5K Hold
650
– – 0.04% 64
2023
Q1 		$63.2K Hold
650
– – 0.04% 72
2022
Q4 		$65.8K Buy
+650
New +$61.3K 0.05% 65

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

Ruedi Wealth Management's PM Position: Q2 2025 in Review

Ruedi Wealth Management sold out of Philip Morris (PM) in Q2 2025, closing a stake of 718 shares — an estimated $114K sold.

Ruedi Wealth Management first reported a position in PM in Q4 2022 and held it in 10 quarters. The position peaked at $114K in Q1 2025. 2,842 funds tracked by Wall St. Rank hold PM as of Q2 2025.

  • Ruedi Wealth Management reported no remaining Philip Morris position as of Q2 2025 after selling out during the quarter.
  • Ruedi Wealth Management sold 718 Philip Morris shares in Q2 2025, an estimated $114K.
  • Ruedi Wealth Management first reported a position in Philip Morris in Q4 2022 and held it in 10 quarters.
  • Ruedi Wealth Management's Philip Morris position peaked at $114K in Q1 2025.
  • 2,842 funds tracked by Wall St. Rank held Philip Morris as of Q2 2025.

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