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Beach Investment Counsel’s Philip Morris PM Stock Holding History

Beach Investment Counsel’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
-1,000
Closed -$121K – 190
2024
Q3 		$121K Hold
1,000
– – 0.02% 148
2024
Q2 		$101K Buy
+1,000
New +$97.8K 0.01% 150
2013
Q3 		– Sell
-105,100
Closed -$9.1M – 178
2013
Q2 		$9.1M Buy
+105,100
New +$9.77M 0.97% 28

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

Beach Investment Counsel's PM Position: Q4 2024 in Review

Beach Investment Counsel sold out of Philip Morris (PM) in Q4 2024, closing a stake of 1,000 shares — an estimated $121K sold.

Beach Investment Counsel first reported a position in PM in Q2 2013 and held it in 3 quarters. The position peaked at $9.1M in Q2 2013. 2,516 funds tracked by Wall St. Rank hold PM as of Q4 2024.

  • Beach Investment Counsel reported no remaining Philip Morris position as of Q4 2024 after selling out during the quarter.
  • Beach Investment Counsel sold 1,000 Philip Morris shares in Q4 2024, an estimated $121K.
  • Beach Investment Counsel first reported a position in Philip Morris in Q2 2013 and held it in 3 quarters.
  • Beach Investment Counsel's Philip Morris position peaked at $9.1M in Q2 2013.
  • 2,516 funds tracked by Wall St. Rank held Philip Morris as of Q4 2024.

Based on Beach Investment Counsel's 13F filing for Q4 2024, filed 27 Jan 2025.