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Applied Finance Capital Management’s Philip Morris PM Stock Holding History

Applied Finance Capital 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 		– Sell
-16,146
Closed -$1.96M – 324
2024
Q3 		$1.96M Sell
16,146
-852
-5% -$99K 0.08% 69
2024
Q2 		$1.72M Buy
+16,998
New +$1.66M 0.08% 69

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Applied Finance Capital Management's PM Position: Q4 2024 in Review

Applied Finance Capital Management sold out of Philip Morris (PM) in Q4 2024, closing a stake of 16,146 shares — an estimated $1.96M sold.

Applied Finance Capital Management first reported a position in PM in Q2 2024 and held it in 2 quarters. The position peaked at $1.96M in Q3 2024. 2,515 funds tracked by Wall St. Rank hold PM as of Q4 2024.

  • Applied Finance Capital Management reported no remaining Philip Morris position as of Q4 2024 after selling out during the quarter.
  • Applied Finance Capital Management sold 16,146 Philip Morris shares in Q4 2024, an estimated $1.96M.
  • Applied Finance Capital Management first reported a position in Philip Morris in Q2 2024 and held it in 2 quarters.
  • Applied Finance Capital Management's Philip Morris position peaked at $1.96M in Q3 2024.
  • 2,515 funds tracked by Wall St. Rank held Philip Morris as of Q4 2024.

Based on Applied Finance Capital Management's 13F filing for Q4 2024, filed 13 Feb 2025.