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Angeles Investment Advisors’s Philip Morris PM Stock Holding History

Angeles Investment Advisors’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
-1,847
Closed -$222K – 155
2024
Q4 		$222K Hold
1,847
– – 0.01% 176
2024
Q3 		$224K Buy
+1,847
New +$215K 0.01% 195
2024
Q2 		– Sell
-2,856
Closed -$262K – 238
2024
Q1 		$262K Sell
2,856
-218
-7% -$20.1K 0.01% 179
2023
Q4 		$289K Buy
3,074
+145
+5% +$13.4K 0.02% 154
2023
Q3 		$271K Sell
2,929
-120
-4% -$11.5K 0.02% 143
2023
Q2 		$298K Buy
3,049
+70
+2% +$6.69K 0.03% 116
2023
Q1 		$290K Buy
+2,979
New +$297K 0.02% 110
2022
Q1 		– Sell
-3,626
Closed -$344K – 188
2021
Q4 		$344K Buy
3,626
+284
+8% +$26.5K 0.02% 161
2021
Q3 		$317K Hold
3,342
– – 0.02% 158
2021
Q2 		$331K Hold
3,342
– – 0.02% 105
2021
Q1 		$297K Hold
3,342
– – 0.02% 91
2020
Q4 		$277K Hold
3,342
– – 0.03% 93
2020
Q3 		$251K Sell
3,342
-310
-8% -$23.9K 0.03% 89
2020
Q2 		$256K Buy
3,652
+306
+9% +$22.3K 0.04% 88
2020
Q1 		$256K Sell
3,346
-420
-11% -$34.6K 0.07% 79
2019
Q4 		$320K Buy
3,766
+282
+8% +$23.2K 0.06% 62
2019
Q3 		$265K Buy
+3,484
New +$276K 0.06% 64

Other funds holding PM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Angeles Investment Advisors's PM Position: Q1 2025 in Review

Angeles Investment Advisors sold out of Philip Morris (PM) in Q1 2025, closing a stake of 1,847 shares — an estimated $222K sold.

Angeles Investment Advisors first reported a position in PM in Q3 2019 and held it in 17 quarters. The position peaked at $344K in Q4 2021. 2,708 funds tracked by Wall St. Rank hold PM as of Q1 2025.

  • Angeles Investment Advisors reported no remaining Philip Morris position as of Q1 2025 after selling out during the quarter.
  • Angeles Investment Advisors sold 1,847 Philip Morris shares in Q1 2025, an estimated $222K.
  • Angeles Investment Advisors first reported a position in Philip Morris in Q3 2019 and held it in 17 quarters.
  • Angeles Investment Advisors's Philip Morris position peaked at $344K in Q4 2021.
  • 2,708 funds tracked by Wall St. Rank held Philip Morris as of Q1 2025.

Based on Angeles Investment Advisors's 13F filing for Q1 2025, filed 15 May 2025.