Alpha DNA Investment Management’s Philip Morris PM Stock Holding History

Alpha DNA Investment 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 Q1	–	Sell	-16,538	Closed	-$1.99M	–	131
2024 Q4	$1.99M	Sell	16,538 -3,053	-16%	-$385K	0.76%	24
2024 Q3	$2.38M	Sell	19,591 -1,235	-6%	-$143K	0.89%	10
2024 Q2	$2.11M	Sell	20,826 -1,337	-6%	-$131K	0.82%	20
2024 Q1	$2.03M	Buy	22,163 +11,535	+109%	+$1.06M	0.75%	22
2023 Q4	$1,000K	Sell	10,628 -8,498	-44%	-$783K	0.39%	44
2023 Q3	$1.77M	Buy	+19,126	New	+$1.84M	0.72%	25
2021 Q2	–	Sell	-450	Closed	-$39K	–	498
2021 Q1	$39K	Hold	450	–	–	0.04%	206
2020 Q4	$37K	Buy	+450	New	+$35K	0.04%	201

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

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

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

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

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

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

Alpha DNA Investment Management's PM Position: Q1 2025 in Review

Alpha DNA Investment Management sold out of Philip Morris (PM) in Q1 2025, closing a stake of 16,538 shares — an estimated $1.99M sold.

Alpha DNA Investment Management first reported a position in PM in Q4 2020 and held it in 8 quarters. The position peaked at $2.38M in Q3 2024. 2,708 funds tracked by Wall St. Rank hold PM as of Q1 2025.

Alpha DNA Investment Management reported no remaining Philip Morris position as of Q1 2025 after selling out during the quarter.
Alpha DNA Investment Management sold 16,538 Philip Morris shares in Q1 2025, an estimated $1.99M.
Alpha DNA Investment Management first reported a position in Philip Morris in Q4 2020 and held it in 8 quarters.
Alpha DNA Investment Management's Philip Morris position peaked at $2.38M in Q3 2024.
2,708 funds tracked by Wall St. Rank held Philip Morris as of Q1 2025.

Based on Alpha DNA Investment Management's 13F filing for Q1 2025, filed 19 May 2025.