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Axiom Advisory’s Philip Morris PM Stock Holding History

Axiom Advisory’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
Q3 		$2.2M Buy
18,944
+832
+5% +$96.7K 0.02% 108
2024
Q2 		$1.77M Buy
+18,112
New +$1.77M 0.02% 115

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
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

Axiom Advisory's PM Position: Q3 2024 in Review

Axiom Advisory increased its Philip Morris (PM) stake by 4.6% in Q3 2024, buying an estimated $96.7K and bringing the position to 18,944 shares worth $2.2M. The position accounts for 0.02% of the portfolio, ranked #108.

Axiom Advisory first reported a position in PM in Q2 2024 and has held it in 2 quarters since. 2,345 funds tracked by Wall St. Rank hold PM as of Q3 2024.

  • Axiom Advisory held 18,944 shares of Philip Morris worth $2.2M as of Q3 2024.
  • Axiom Advisory bought 832 Philip Morris shares in Q3 2024, an estimated $96.7K.
  • Philip Morris made up 0.02% of Axiom Advisory's portfolio in Q3 2024, its #108 holding.
  • Axiom Advisory first reported a position in Philip Morris in Q2 2024 and has held it in 2 quarters since.
  • 2,345 funds tracked by Wall St. Rank held Philip Morris as of Q3 2024.

Based on Axiom Advisory's 13F filing for Q3 2024, filed 7 Oct 2024.