WR Wealth Planners’s Philip Morris PM Stock Holding History

WR Wealth Planners’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 Q4	$13.6K	Sell	113 -194	-63%	-$24.5K	﹤0.01%	547
2024 Q3	$37.3K	Buy	307 +46	+18%	+$5.34K	0.01%	380
2024 Q2	$26.4K	Sell	261 -22	-8%	-$2.15K	0.01%	407
2024 Q1	$25.9K	Buy	+283	New	+$26.1K	0.01%	413
2023 Q4	–	Sell	-205	Closed	-$19K	–	672
2023 Q3	$19K	Hold	205	–	–	0.01%	436
2023 Q2	$20K	Hold	205	–	–	0.01%	436
2023 Q1	$19.9K	Hold	205	–	–	0.01%	431
2022 Q4	$20.7K	Hold	205	–	–	0.01%	217
2022 Q3	$17K	Hold	205	–	–	0.01%	215
2022 Q2	$20.2K	Hold	205	–	–	0.01%	225
2022 Q1	$19.3K	Buy	+205	New	+$20.5K	0.01%	234

Other funds holding PM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WR Wealth Planners's PM Position: Q4 2024 in Review

WR Wealth Planners reduced its Philip Morris (PM) stake by 63% in Q4 2024, selling an estimated $24.5K and leaving 113 shares worth $13.6K. The position accounts for ﹤0.01% of the portfolio, ranked #547.

WR Wealth Planners first reported a position in PM in Q1 2022 and has held it in 11 quarters since. The position peaked at $37.3K in Q3 2024. 2,516 funds tracked by Wall St. Rank hold PM as of Q4 2024.

WR Wealth Planners held 113 shares of Philip Morris worth $13.6K as of Q4 2024.
WR Wealth Planners sold 194 Philip Morris shares in Q4 2024, an estimated $24.5K.
Philip Morris made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #547 holding.
WR Wealth Planners first reported a position in Philip Morris in Q1 2022 and has held it in 11 quarters since.
WR Wealth Planners's Philip Morris position peaked at $37.3K in Q3 2024.
2,516 funds tracked by Wall St. Rank held Philip Morris as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.