SWC
PM icon

Spectrum Wealth Counsel’s Philip Morris PM Stock Holding History

Spectrum Wealth Counsel’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 		$63.5K Hold
400
– – 0.01% 159
2024
Q4 		$48.1K Hold
400
– – 0.01% 172
2024
Q3 		$48.6K Hold
400
– – 0.01% 176
2024
Q2 		$40.5K Hold
400
– – 0.01% 219
2024
Q1 		$36.6K Hold
400
– – ﹤0.01% 225
2023
Q4 		$37.6K Buy
+400
New +$36.9K 0.01% 208

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Spectrum Wealth Counsel's PM Position: Q1 2025 in Review

Spectrum Wealth Counsel held its Philip Morris (PM) position steady in Q1 2025 at 400 shares worth $63.5K. The position accounts for 0.01% of the portfolio, ranked #159.

Spectrum Wealth Counsel first reported a position in PM in Q4 2023 and has held it in 6 quarters since. 2,708 funds tracked by Wall St. Rank hold PM as of Q1 2025.

  • Spectrum Wealth Counsel held 400 shares of Philip Morris worth $63.5K as of Q1 2025.
  • Spectrum Wealth Counsel left its Philip Morris share count unchanged in Q1 2025.
  • Philip Morris made up 0.01% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #159 holding.
  • Spectrum Wealth Counsel first reported a position in Philip Morris in Q4 2023 and has held it in 6 quarters since.
  • 2,708 funds tracked by Wall St. Rank held Philip Morris as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.