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Bellwether Advisors’s Philip Morris PM Stock Holding History

Bellwether Advisors’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
2025
Q3 		– Sell
-304
Closed -$55.4K – 453
2025
Q2 		$55.4K Buy
304
+149
+96% +$25.6K 0.01% 214
2025
Q1 		$24.6K Hold
155
– – 0.01% 259
2024
Q4 		$18.7K Buy
+155
New +$19.6K ﹤0.01% 291
2023
Q2 		– Sell
-50
Closed -$4.86K – 353
2023
Q1 		$4.86K Hold
50
– – ﹤0.01% 306
2022
Q4 		$5.06K Hold
50
– – ﹤0.01% 308
2022
Q3 		$4K Hold
50
– – ﹤0.01% 342
2022
Q2 		$4K Sell
50
-270
-84% -$27.5K ﹤0.01% 303
2022
Q1 		$30K Hold
320
– – 0.01% 221
2021
Q4 		$30K Sell
320
-5,194
-94% -$485K 0.01% 241
2021
Q3 		$522K Buy
5,514
+5,484
+18,280% +$552K 0.17% 97
2021
Q2 		$2K Hold
30
– – ﹤0.01% 377
2021
Q1 		$2K Hold
30
– – ﹤0.01% 346
2020
Q4 		$2K Buy
+30
New +$2.33K ﹤0.01% 303

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BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 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 $1.47T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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