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Tyler-Stone Wealth Management’s Philip Morris PM Stock Holding History

Tyler-Stone 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 		$7.85M Buy
43,087
+299
+0.7% +$51.3K 1.26% 16
2025
Q1 		$6.79M Buy
42,788
+2,260
+6% +$320K 1.22% 18
2024
Q4 		$4.88M Buy
40,528
+3,352
+9% +$423K 0.87% 25
2024
Q3 		$4.51M Buy
37,176
+17,204
+86% +$2M 0.85% 26
2024
Q2 		$2.02M Sell
19,972
-1,225
-6% -$120K 0.83% 26
2024
Q1 		$1.94M Buy
21,197
+135
+0.6% +$12.4K 0.86% 24
2023
Q4 		$1.98M Hold
21,062
– – 0.99% 23
2023
Q3 		$1.95M Sell
21,062
-100
-0.5% -$9.62K 1.11% 20
2023
Q2 		$2.07M Buy
+21,162
New +$2.02M 1.17% 19
2022
Q4 		$2.21M Hold
21,862
– – 1.5% 11
2022
Q3 		$1.81M Sell
21,862
-1,312
-6% -$125K 1.38% 17
2022
Q2 		$2.29M Buy
23,174
+221
+1% +$22.5K 1.53% 12
2022
Q1 		$2.16M Buy
22,953
+25
+0.1% +$2.5K 1.19% 19
2021
Q4 		$2.18M Buy
+22,928
New +$2.14M 1.15% 20

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

Tyler-Stone Wealth Management's PM Position: Q2 2025 in Review

Tyler-Stone Wealth Management increased its Philip Morris (PM) stake by 0.7% in Q2 2025, buying an estimated $51.3K and bringing the position to 43,087 shares worth $7.85M. The position accounts for 1.26% of the portfolio, ranked #16.

Tyler-Stone Wealth Management first reported a position in PM in Q4 2021 and has held it in 14 quarters since. 2,842 funds tracked by Wall St. Rank hold PM as of Q2 2025.

  • Tyler-Stone Wealth Management held 43,087 shares of Philip Morris worth $7.85M as of Q2 2025.
  • Tyler-Stone Wealth Management bought 299 Philip Morris shares in Q2 2025, an estimated $51.3K.
  • Philip Morris made up 1.26% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #16 holding.
  • Tyler-Stone Wealth Management first reported a position in Philip Morris in Q4 2021 and has held it in 14 quarters since.
  • 2,842 funds tracked by Wall St. Rank held Philip Morris as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.