BMS Financial Advisors’s Philip Morris PM Stock Holding History

BMS Financial 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
2023 Q2	$604K	Sell	6,186 -2,250	-27%	-$215K	0.39%	40
2023 Q1	$820K	Buy	8,436 +892	+12%	+$88.9K	0.57%	30
2022 Q4	$764K	Buy	7,544 +90	+1%	+$8.49K	0.51%	33
2022 Q3	$619K	Sell	7,454 -650	-8%	-$62K	0.43%	42
2022 Q2	$800K	Buy	8,104 +371	+5%	+$37.8K	0.52%	26
2022 Q1	$726K	Buy	7,733 +292	+4%	+$29.2K	0.46%	38
2021 Q4	$707K	Buy	+7,441	New	+$695K	0.45%	40

Other funds holding PM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

BMS Financial Advisors's PM Position: Q2 2023 in Review

BMS Financial Advisors reduced its Philip Morris (PM) stake by 27% in Q2 2023, selling an estimated $215K and leaving 6,186 shares worth $604K. The position accounts for 0.39% of the portfolio, ranked #40.

BMS Financial Advisors first reported a position in PM in Q4 2021 and has held it in 7 quarters since. The position peaked at $820K in Q1 2023. 2,032 funds tracked by Wall St. Rank hold PM as of Q2 2023.

BMS Financial Advisors held 6,186 shares of Philip Morris worth $604K as of Q2 2023.
BMS Financial Advisors sold 2,250 Philip Morris shares in Q2 2023, an estimated $215K.
Philip Morris made up 0.39% of BMS Financial Advisors's portfolio in Q2 2023, its #40 holding.
BMS Financial Advisors first reported a position in Philip Morris in Q4 2021 and has held it in 7 quarters since.
BMS Financial Advisors's Philip Morris position peaked at $820K in Q1 2023.
2,032 funds tracked by Wall St. Rank held Philip Morris as of Q2 2023.

Based on BMS Financial Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.