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Total Wealth Planning & Management’s Philip Morris PM Stock Holding History

Total Wealth Planning & 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 		$200K Buy
+1,100
New +$189K 0.16% 192
2025
Q1 		– Sell
-2,237
Closed -$269K – 225
2024
Q4 		$269K Buy
+2,237
New +$282K 0.24% 151

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

Total Wealth Planning & Management's PM Position: Q2 2025 in Review

Total Wealth Planning & Management opened a new position in Philip Morris (PM) in Q2 2025: 1,100 shares worth $200K. The stake represents 0.16% of the portfolio and ranks #192 among its holdings. This is a return to the name: Total Wealth Planning & Management previously reported a position in PM as recently as Q4 2024.

Total Wealth Planning & Management first reported a position in PM in Q4 2024 and has held it in 2 quarters since. The position peaked at $269K in Q4 2024. 2,842 funds tracked by Wall St. Rank hold PM as of Q2 2025.

  • Total Wealth Planning & Management held 1,100 shares of Philip Morris worth $200K as of Q2 2025.
  • Philip Morris was a new Total Wealth Planning & Management position in Q2 2025.
  • Philip Morris made up 0.16% of Total Wealth Planning & Management's portfolio in Q2 2025, its #192 holding.
  • Total Wealth Planning & Management first reported a position in Philip Morris in Q4 2024 and has held it in 2 quarters since.
  • Total Wealth Planning & Management's Philip Morris position peaked at $269K in Q4 2024.
  • 2,842 funds tracked by Wall St. Rank held Philip Morris as of Q2 2025.

Based on Total Wealth Planning & Management's 13F filing for Q2 2025, filed 24 Jul 2025.