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WESPAC Advisors’s Philip Morris PM Stock Holding History

WESPAC Advisors’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
-3,893
Closed -$709K – 199
2025
Q2 		$709K Sell
3,893
-3,261
-46% -$560K 0.5% 80
2025
Q1 		$1.14M Buy
+7,154
New +$1.01M 0.93% 32
2024
Q2 		– Sell
-2,640
Closed -$242K – 177
2024
Q1 		$242K Buy
+2,640
New +$243K 0.14% 151
2014
Q1 		– Sell
-2,390
Closed -$208K – 154
2013
Q4 		$208K Buy
+2,390
New +$209K 0.17% 130

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Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T 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
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