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Western Pacific Wealth Management’s Philip Morris PM Stock Holding History

Western Pacific 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
Q4 		– Sell
-220
Closed -$35.7K – 193
2025
Q3 		$35.7K Hold
220
– – 0.03% 138
2025
Q2 		$40.1K Buy
+220
New +$37.8K 0.04% 138
2024
Q4 		– Sell
-569
Closed -$69.1K – 255
2024
Q3 		$69.1K Buy
569
+98
+21% +$11.4K 0.05% 149
2024
Q2 		$47.7K Buy
471
+103
+28% +$10.1K 0.04% 149
2024
Q1 		$33.7K Sell
368
-50
-12% -$4.61K 0.02% 160
2023
Q4 		$39.3K Hold
418
– – 0.03% 154
2023
Q3 		$38.7K Sell
418
-249
-37% -$24K 0.03% 151
2023
Q2 		$65.1K Buy
667
+81
+14% +$7.74K 0.05% 118
2023
Q1 		$57K Hold
586
– – 0.04% 134
2022
Q4 		$59.3K Buy
586
+536
+1,072% +$50.6K 0.05% 117
2022
Q3 		$4K Hold
50
– – ﹤0.01% 209
2022
Q2 		$4K Hold
50
– – ﹤0.01% 162
2022
Q1 		$4K Hold
50
– – ﹤0.01% 186
2021
Q4 		$4K Buy
+50
New +$4.67K ﹤0.01% 184

Other funds holding PM

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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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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

Western Pacific Wealth Management's PM Position: Q4 2025 in Review

Western Pacific Wealth Management sold out of Philip Morris (PM) in Q4 2025, closing a stake of 220 shares — an estimated $35.7K sold.

Western Pacific Wealth Management first reported a position in PM in Q4 2021 and held it in 14 quarters. The position peaked at $69.1K in Q3 2024. 2,811 funds tracked by Wall St. Rank hold PM as of Q4 2025.

  • Western Pacific Wealth Management reported no remaining Philip Morris position as of Q4 2025 after selling out during the quarter.
  • Western Pacific Wealth Management sold 220 Philip Morris shares in Q4 2025, an estimated $35.7K.
  • Western Pacific Wealth Management first reported a position in Philip Morris in Q4 2021 and held it in 14 quarters.
  • Western Pacific Wealth Management's Philip Morris position peaked at $69.1K in Q3 2024.
  • 2,811 funds tracked by Wall St. Rank held Philip Morris as of Q4 2025.

Based on Western Pacific Wealth Management's 13F filing for Q4 2025, filed 4 Feb 2026.