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Transform Wealth’s Philip Morris PM Stock Holding History

Transform Wealth’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 		$400K Hold
2,500
– – 0.02% 190
2024
Q4 		$304K Buy
+2,500
New +$315K 0.02% 215
2022
Q3 		– Sell
-3,661
Closed -$366K – 202
2022
Q2 		$366K Sell
3,661
-164
-4% -$16.7K 0.05% 150
2022
Q1 		$359K Sell
3,825
-293
-7% -$29.3K 0.04% 185
2021
Q4 		$391K Sell
4,118
-885
-18% -$82.7K 0.04% 171
2021
Q3 		$474K Buy
5,003
+258
+5% +$26K 0.05% 165
2021
Q2 		$470K Buy
4,745
+11
+0.2% +$1.05K 0.06% 174
2021
Q1 		$420K Buy
4,734
+343
+8% +$29.1K 0.08% 169
2020
Q4 		$364K Buy
4,391
+180
+4% +$14K 0.08% 171
2020
Q3 		$316K Sell
4,211
-65
-2% -$5.01K 0.05% 175
2020
Q2 		$300K Sell
4,276
-74
-2% -$5.4K 0.05% 182
2020
Q1 		$317K Buy
4,350
+1,017
+31% +$83.7K 0.07% 168
2019
Q4 		$284K Buy
3,333
+66
+2% +$5.44K 0.05% 194
2019
Q3 		$248K Sell
3,267
-3,135
-49% -$248K 0.04% 191
2019
Q2 		$502K Buy
+6,402
New +$529K 0.07% 170

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

Transform Wealth's PM Position: Q1 2025 in Review

Transform Wealth held its Philip Morris (PM) position steady in Q1 2025 at 2,500 shares worth $400K. The position accounts for 0.02% of the portfolio, ranked #190.

Transform Wealth first reported a position in PM in Q2 2019 and has held it in 15 quarters since. The position peaked at $502K in Q2 2019. 2,708 funds tracked by Wall St. Rank hold PM as of Q1 2025.

  • Transform Wealth held 2,500 shares of Philip Morris worth $400K as of Q1 2025.
  • Transform Wealth left its Philip Morris share count unchanged in Q1 2025.
  • Philip Morris made up 0.02% of Transform Wealth's portfolio in Q1 2025, its #190 holding.
  • Transform Wealth first reported a position in Philip Morris in Q2 2019 and has held it in 15 quarters since.
  • Transform Wealth's Philip Morris position peaked at $502K in Q2 2019.
  • 2,708 funds tracked by Wall St. Rank held Philip Morris as of Q1 2025.

Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.