Altium Wealth Management’s Philip Morris PM Stock Holding History

Altium 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
2022 Q2	$2.3M	Buy	23,306 +1,596	+7%	+$163K	0.17%	78
2022 Q1	$2.04M	Buy	21,710 +1,735	+9%	+$174K	0.13%	87
2021 Q4	$1.9M	Buy	19,975 +148	+0.7%	+$13.8K	0.12%	92
2021 Q3	$1.88M	Buy	19,827 +339	+2%	+$34.1K	0.13%	88
2021 Q2	$1.93M	Sell	19,488 -603	-3%	-$57.9K	0.14%	80
2021 Q1	$1.78M	Buy	20,091 +265	+1%	+$22.5K	0.14%	83
2020 Q4	$1.64M	Buy	19,826 +26	+0.1%	+$2.02K	0.15%	79
2020 Q3	$1.49M	Buy	19,800 +980	+5%	+$75.6K	0.15%	78
2020 Q2	$1.32M	Sell	18,820 -8,178	-30%	-$596K	0.15%	77
2020 Q1	$1.97M	Buy	26,998 +9,584	+55%	+$789K	0.27%	48
2019 Q4	$1.48M	Buy	17,414 +1,556	+10%	+$128K	0.18%	74
2019 Q3	$1.2M	Buy	15,858 +558	+4%	+$44.2K	0.16%	74
2019 Q2	$1.2M	Sell	15,300 -4,396	-22%	-$363K	0.17%	71
2019 Q1	$1.74M	Sell	19,696 -209	-1%	-$16.8K	0.28%	53
2018 Q4	$1.33M	Sell	19,905 -397	-2%	-$33.2K	0.25%	56
2018 Q3	$1.66M	Buy	20,302 +1,836	+10%	+$151K	0.32%	48
2018 Q2	$1.49M	Buy	18,466 +11,735	+174%	+$996K	0.4%	44
2018 Q1	$669K	Buy	6,731 +1,052	+19%	+$110K	0.26%	62
2017 Q4	$607K	Buy	+5,679	New	+$605K	0.28%	66

Other funds holding PM

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

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

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Altium Wealth Management's PM Position: Q2 2022 in Review

Altium Wealth Management increased its Philip Morris (PM) stake by 7.4% in Q2 2022, buying an estimated $163K and bringing the position to 23,306 shares worth $2.3M. The position accounts for 0.17% of the portfolio, ranked #78.

Altium Wealth Management first reported a position in PM in Q4 2017 and has held it in 19 quarters since. 1,980 funds tracked by Wall St. Rank hold PM as of Q2 2022.

Altium Wealth Management held 23,306 shares of Philip Morris worth $2.3M as of Q2 2022.
Altium Wealth Management bought 1,596 Philip Morris shares in Q2 2022, an estimated $163K.
Philip Morris made up 0.17% of Altium Wealth Management's portfolio in Q2 2022, its #78 holding.
Altium Wealth Management first reported a position in Philip Morris in Q4 2017 and has held it in 19 quarters since.
1,980 funds tracked by Wall St. Rank held Philip Morris as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.