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Baldwin Investment Management’s Philip Morris PM Stock Holding History

Baldwin Investment 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
-2,300
Closed -$279K – 214
2024
Q3 		$279K Sell
2,300
-150
-6% -$17.4K 0.04% 187
2024
Q2 		$248K Hold
2,450
– – 0.03% 193
2024
Q1 		$224K Sell
2,450
-100
-4% -$9.22K 0.03% 200
2023
Q4 		$240K Sell
2,550
-500
-16% -$46.1K 0.04% 187
2023
Q3 		$282K Hold
3,050
– – 0.05% 167
2023
Q2 		$298K Hold
3,050
– – 0.05% 169
2023
Q1 		$297K Sell
3,050
-525
-15% -$52.3K 0.05% 174
2022
Q4 		$362K Hold
3,575
– – 0.07% 152
2022
Q3 		$297 Sell
3,575
-247
-6% -$23.6K 0.06% 168
2022
Q2 		$377 Buy
3,822
+47
+1% +$4.79K 0.07% 166
2022
Q1 		$355 Sell
3,775
-200
-5% -$20K 0.05% 186
2021
Q4 		$378 Sell
3,975
-200
-5% -$18.7K 0.06% 185
2021
Q3 		$396K Hold
4,175
– – 0.07% 179
2021
Q2 		$414K Hold
4,175
– – 0.07% 177
2021
Q1 		$370K Hold
4,175
– – 0.07% 181
2020
Q4 		$346K Hold
4,175
– – 0.07% 175
2020
Q3 		$313K Buy
+4,175
New +$322K 0.07% 159
2020
Q1 		– Sell
-2,475
Closed -$211K – 158
2019
Q4 		$211K Buy
+2,475
New +$204K 0.06% 163
2019
Q2 		– Sell
-2,525
Closed -$223K – 168
2019
Q1 		$223K Buy
+2,525
New +$203K 0.07% 153
2018
Q3 		– Sell
-2,625
Closed -$212K – 174
2018
Q2 		$212K Buy
+2,625
New +$223K 0.07% 162

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

Baldwin Investment Management's PM Position: Q4 2024 in Review

Baldwin Investment Management sold out of Philip Morris (PM) in Q4 2024, closing a stake of 2,300 shares — an estimated $279K sold.

Baldwin Investment Management first reported a position in PM in Q2 2018 and held it in 20 quarters. The position peaked at $414K in Q2 2021. 2,515 funds tracked by Wall St. Rank hold PM as of Q4 2024.

  • Baldwin Investment Management reported no remaining Philip Morris position as of Q4 2024 after selling out during the quarter.
  • Baldwin Investment Management sold 2,300 Philip Morris shares in Q4 2024, an estimated $279K.
  • Baldwin Investment Management first reported a position in Philip Morris in Q2 2018 and held it in 20 quarters.
  • Baldwin Investment Management's Philip Morris position peaked at $414K in Q2 2021.
  • 2,515 funds tracked by Wall St. Rank held Philip Morris as of Q4 2024.

Based on Baldwin Investment Management's 13F filing for Q4 2024, filed 14 Feb 2025.