Anchor Pointe Wealth Management’s Philip Morris PM Stock Holding History

Anchor Pointe 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
2024 Q4	$243K	Buy	+2,025	New	+$255K	0.32%	62

Other funds holding PM

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Anchor Pointe Wealth Management's PM Position: Q4 2024 in Review

Anchor Pointe Wealth Management opened a new position in Philip Morris (PM) in Q4 2024: 2,025 shares worth $243K. The stake represents 0.32% of the portfolio and ranks #62 among its holdings.

2,520 funds tracked by Wall St. Rank hold PM as of Q4 2024.

Anchor Pointe Wealth Management held 2,025 shares of Philip Morris worth $243K as of Q4 2024.
Philip Morris was a new Anchor Pointe Wealth Management position in Q4 2024.
Philip Morris made up 0.32% of Anchor Pointe Wealth Management's portfolio in Q4 2024, its #62 holding.
2,520 funds tracked by Wall St. Rank held Philip Morris as of Q4 2024.

Based on Anchor Pointe Wealth Management's 13F filing for Q4 2024, filed 11 Mar 2025.