Barton Investment Management’s Philip Morris PM Stock Holding History

Barton 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
2021 Q1	–	Sell	-5,550	Closed	-$459K	–	41
2020 Q4	$459K	Sell	5,550 -200	-3%	-$15.6K	0.04%	35
2020 Q3	$431K	Hold	5,750	–	–	0.04%	33
2020 Q2	$403K	Sell	5,750 -1,335	-19%	-$97.3K	0.04%	35
2020 Q1	$517K	Hold	7,085	–	–	0.08%	32
2019 Q4	$603K	Hold	7,085	–	–	0.09%	32
2019 Q3	$538K	Hold	7,085	–	–	0.09%	29
2019 Q2	$556K	Hold	7,085	–	–	0.08%	30
2019 Q1	$626K	Hold	7,085	–	–	0.1%	30
2018 Q4	$473K	Hold	7,085	–	–	0.09%	33
2018 Q3	$577K	Hold	7,085	–	–	0.09%	32
2018 Q2	$572K	Hold	7,085	–	–	0.09%	28
2018 Q1	$704K	Hold	7,085	–	–	0.13%	25
2017 Q4	$749K	Hold	7,085	–	–	0.16%	26
2017 Q3	$787K	Hold	7,085	–	–	0.19%	23
2017 Q2	$832K	Hold	7,085	–	–	0.22%	20
2017 Q1	$799K	Hold	7,085	–	–	0.23%	22
2016 Q4	$648K	Hold	7,085	–	–	0.22%	25
2016 Q3	$688K	Hold	7,085	–	–	0.23%	24
2016 Q2	$720K	Hold	7,085	–	–	0.26%	21
2016 Q1	$695K	Hold	7,085	–	–	0.19%	30
2015 Q4	$623K	Hold	7,085	–	–	0.2%	26
2015 Q3	$562K	Hold	7,085	–	–	0.2%	28
2015 Q2	$568K	Hold	7,085	–	–	0.2%	32
2015 Q1	$534K	Hold	7,085	–	–	0.2%	32
2014 Q4	$577K	Hold	7,085	–	–	0.22%	32
2014 Q3	$591K	Buy	7,085 +68	+1%	+$5.75K	0.23%	30
2014 Q2	$592K	Buy	7,017 +132	+2%	+$11.4K	0.23%	31
2014 Q1	$564K	Hold	6,885	–	–	0.23%	31
2013 Q4	$600K	Hold	6,885	–	–	0.24%	31
2013 Q3	$596K	Hold	6,885	–	–	0.27%	28
2013 Q2	$596K	Buy	+6,885	New	+$640K	0.31%	30

Other funds holding PM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Barton Investment Management's PM Position: Q1 2021 in Review

Barton Investment Management sold out of Philip Morris (PM) in Q1 2021, closing a stake of 5,550 shares — an estimated $459K sold.

Barton Investment Management first reported a position in PM in Q2 2013 and held it in 31 quarters. The position peaked at $832K in Q2 2017. 1,835 funds tracked by Wall St. Rank hold PM as of Q1 2021.

Barton Investment Management reported no remaining Philip Morris position as of Q1 2021 after selling out during the quarter.
Barton Investment Management sold 5,550 Philip Morris shares in Q1 2021, an estimated $459K.
Barton Investment Management first reported a position in Philip Morris in Q2 2013 and held it in 31 quarters.
Barton Investment Management's Philip Morris position peaked at $832K in Q2 2017.
1,835 funds tracked by Wall St. Rank held Philip Morris as of Q1 2021.

Based on Barton Investment Management's 13F filing for Q1 2021, filed 16 Apr 2021.