Ownership history in Peterson Wealth Services · 4 quarters on record
This page tracks every 13F SEC filing in which Peterson Wealth Services reported a position in PHILIP MORRIS INTERNATIONAL INCORPORATED (PM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 33,357 | +31,851 | +2114.9% | 1.37% | $5.4M | $158.98 |
| 2025 Q3 | REDUCED | 1,506 | -31,727 | -95.5% | 1.34% | $5.4M | $157.83 |
| 2025 Q2 | ADDED | 33,233 | +1,135 | +3.5% | 1.66% | $6.1M | $177.22 |
| 2025 Q1 | INITIATED | 32,098 | — | — | 1.58% | $5.1M | $153.30 |
As of 2025 Q4 — sorted by position size