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WJ Wealth Management’s Philip Morris PM Stock Holding History

WJ 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
Q3 		– Sell
-1,600
Closed -$291K – 95
2025
Q2 		$291K Hold
1,600
– – 0.09% 82
2025
Q1 		$254K Buy
+1,600
New +$227K 0.09% 74

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

WJ Wealth Management's PM Position: Q3 2025 in Review

WJ Wealth Management sold out of Philip Morris (PM) in Q3 2025, closing a stake of 1,600 shares — an estimated $291K sold.

WJ Wealth Management first reported a position in PM in Q1 2025 and held it in 2 quarters. The position peaked at $291K in Q2 2025. 2,736 funds tracked by Wall St. Rank hold PM as of Q3 2025.

  • WJ Wealth Management reported no remaining Philip Morris position as of Q3 2025 after selling out during the quarter.
  • WJ Wealth Management sold 1,600 Philip Morris shares in Q3 2025, an estimated $291K.
  • WJ Wealth Management first reported a position in Philip Morris in Q1 2025 and held it in 2 quarters.
  • WJ Wealth Management's Philip Morris position peaked at $291K in Q2 2025.
  • 2,736 funds tracked by Wall St. Rank held Philip Morris as of Q3 2025.

Based on WJ Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.