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AXS Investments’s Philip Morris PM Stock Holding History

AXS Investments’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
2026
Q1 		$162K Sell
981
-458
-32% -$79.6K 0.07% 125
2025
Q4 		$231K Sell
1,439
-155
-10% -$24K 0.08% 127
2025
Q3 		$259K Buy
1,594
+416
+35% +$70K 0.08% 118
2025
Q2 		$215K Sell
1,178
-402
-25% -$69K 0.09% 145
2025
Q1 		$251K Sell
1,580
-266
-14% -$37.7K 0.07% 199
2024
Q4 		$222K Sell
1,846
-10
-0.5% -$1.26K 0.06% 215
2024
Q3 		$225K Sell
1,856
-361
-16% -$41.9K 0.06% 221
2024
Q2 		$225K Sell
2,217
-103
-4% -$10.1K 0.06% 216
2024
Q1 		$213K Buy
2,320
+141
+6% +$13K 0.05% 276
2023
Q4 		$205K Sell
2,179
-300
-12% -$27.6K 0.05% 286
2023
Q3 		$230K Sell
2,479
-933
-27% -$89.8K 0.06% 257
2023
Q2 		$333K Sell
3,412
-561
-14% -$53.6K 0.09% 235
2023
Q1 		$386K Sell
3,973
-270
-6% -$26.9K 0.13% 187
2022
Q4 		$429K Sell
4,243
-821
-16% -$77.5K 0.15% 170
2022
Q3 		$420K Sell
5,064
-804
-14% -$76.7K 0.16% 169
2022
Q2 		$579K Sell
5,868
-1,022
-15% -$104K 0.21% 166
2022
Q1 		$647K Sell
6,890
-1,767
-20% -$177K 0.26% 72
2021
Q4 		$822K Buy
+8,657
New +$809K 0.19% 86
2021
Q3 		– Sell
-11,055
Closed -$1.1M – 193
2021
Q2 		$1.1M Buy
11,055
+2,094
+23% +$201K 0.33% 72
2021
Q1 		$795K Buy
+8,961
New +$761K 0.28% 83

Other funds holding PM

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return