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WealthTrak Capital Management’s Philip Morris PM Stock Holding History

WealthTrak Capital 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
Q3 		– Sell
-131
Closed -$23.9K – 691
2025
Q2 		$23.9K Buy
131
+34
+35% +$5.84K 0.02% 134
2025
Q1 		$15.4K Buy
97
+45
+87% +$6.37K 0.01% 148
2024
Q4 		$6.26K Buy
+52
New +$6.56K 0.01% 187

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 $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

WealthTrak Capital Management's PM Position: Q3 2025 in Review

WealthTrak Capital Management sold out of Philip Morris (PM) in Q3 2025, closing a stake of 131 shares — an estimated $23.9K sold.

WealthTrak Capital Management first reported a position in PM in Q4 2024 and held it in 3 quarters. The position peaked at $23.9K in Q2 2025. 2,736 funds tracked by Wall St. Rank hold PM as of Q3 2025.

  • WealthTrak Capital Management reported no remaining Philip Morris position as of Q3 2025 after selling out during the quarter.
  • WealthTrak Capital Management sold 131 Philip Morris shares in Q3 2025, an estimated $23.9K.
  • WealthTrak Capital Management first reported a position in Philip Morris in Q4 2024 and held it in 3 quarters.
  • WealthTrak Capital Management's Philip Morris position peaked at $23.9K in Q2 2025.
  • 2,736 funds tracked by Wall St. Rank held Philip Morris as of Q3 2025.

Based on WealthTrak Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.