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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
2024
Q3 		– Sell
-1
Closed -$640 – 773
2024
Q2 		$640 Hold
1
– – ﹤0.01% 924
2024
Q1 		$240 Sell
1
-18
-95% -$1.66K ﹤0.01% 935
2023
Q4 		$3.84K Sell
19
-1
-5% -$92 ﹤0.01% 757
2023
Q3 		$5K Buy
20
+7
+54% +$674 ﹤0.01% 720
2023
Q2 		$2K Buy
+13
New +$1.24K ﹤0.01% 817
2022
Q4 		$13K Buy
22
+4
+22% +$377 0.01% 514
2022
Q3 		$4K Buy
+18
New +$1.72K ﹤0.01% 681

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.