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Total Wealth Planning’s Philip Morris PM Stock Holding History

Total Wealth Planning’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
Q4 		– Sell
-1,700
Closed -$276K – 86
2025
Q3 		$276K Hold
1,700
– – 0.03% 97
2025
Q2 		$310K Buy
+1,700
New +$292K 0.04% 90

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Total Wealth Planning's PM Position: Q4 2025 in Review

Total Wealth Planning sold out of Philip Morris (PM) in Q4 2025, closing a stake of 1,700 shares — an estimated $276K sold.

Total Wealth Planning first reported a position in PM in Q2 2025 and held it in 2 quarters. The position peaked at $310K in Q2 2025. 2,806 funds tracked by Wall St. Rank hold PM as of Q4 2025.

  • Total Wealth Planning reported no remaining Philip Morris position as of Q4 2025 after selling out during the quarter.
  • Total Wealth Planning sold 1,700 Philip Morris shares in Q4 2025, an estimated $276K.
  • Total Wealth Planning first reported a position in Philip Morris in Q2 2025 and held it in 2 quarters.
  • Total Wealth Planning's Philip Morris position peaked at $310K in Q2 2025.
  • 2,806 funds tracked by Wall St. Rank held Philip Morris as of Q4 2025.

Based on Total Wealth Planning's 13F filing for Q4 2025, filed 13 Feb 2026.