Boston Financial Management’s Philip Morris PM Stock Holding History

Boston Financial 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	$556K	Buy	4,619 +2,453	+113%	+$309K	0.02%	234
2024 Q3	$263K	Sell	2,166 -211	-9%	-$24.5K	0.01%	292
2024 Q2	$241K	Buy	2,377 +13	+0.5%	+$1.27K	0.01%	302
2024 Q1	$217K	Sell	2,364 -2,400	-50%	-$221K	0.01%	318
2023 Q4	$448K	Buy	4,764 +476	+11%	+$43.9K	0.02%	251
2023 Q3	$397K	Hold	4,288	–	–	0.01%	245
2023 Q2	$419K	Sell	4,288 -47	-1%	-$4.49K	0.02%	247
2023 Q1	$422K	Hold	4,335	–	–	0.02%	240
2022 Q4	$439K	Buy	4,335 +150	+4%	+$14.2K	0.02%	235
2022 Q3	$347K	Sell	4,185 -12	-0.3%	-$1.14K	0.02%	247
2022 Q2	$414K	Sell	4,197 -367	-8%	-$37.4K	0.02%	222
2022 Q1	$429K	Buy	4,564 +2,245	+97%	+$225K	0.02%	217
2021 Q4	$220K	Sell	2,319 -51	-2%	-$4.77K	0.01%	251
2021 Q3	$225K	Sell	2,370 -100	-4%	-$10.1K	0.01%	240
2021 Q2	$245K	Hold	2,470	–	–	0.01%	225
2021 Q1	$219K	Sell	2,470 -1,011	-29%	-$85.9K	0.01%	226
2020 Q4	$288K	Hold	3,481	–	–	0.01%	207
2020 Q3	$261K	Hold	3,481	–	–	0.01%	220
2020 Q2	$244K	Sell	3,481 -107	-3%	-$7.8K	0.01%	213
2020 Q1	$262K	Sell	3,588 -1,300	-27%	-$107K	0.02%	204
2019 Q4	$416K	Hold	4,888	–	–	0.02%	186
2019 Q3	$371K	Sell	4,888 -450	-8%	-$35.7K	0.02%	199
2019 Q2	$419K	Sell	5,338 -2,805	-34%	-$232K	0.02%	197
2019 Q1	$720K	Sell	8,143 -2,157	-21%	-$174K	0.04%	157
2018 Q4	$688K	Sell	10,300 -7,329	-42%	-$612K	0.05%	159
2018 Q3	$1.44M	Sell	17,629 -2,716	-13%	-$223K	0.08%	141
2018 Q2	$1.64M	Sell	20,345 -11,144	-35%	-$946K	0.11%	131
2018 Q1	$3.13M	Sell	31,489 -5,786	-16%	-$603K	0.21%	112
2017 Q4	$3.94M	Sell	37,275 -834	-2%	-$88.9K	0.26%	106
2017 Q3	$4.23M	Sell	38,109 -2,139	-5%	-$249K	0.3%	106
2017 Q2	$4.73M	Sell	40,248 -1,593	-4%	-$184K	0.34%	102
2017 Q1	$4.72M	Sell	41,841 -706	-2%	-$72.8K	0.35%	99
2016 Q4	$3.89M	Sell	42,547 -1,041	-2%	-$96.5K	0.31%	107
2016 Q3	$4.24M	Sell	43,588 -739	-2%	-$74K	0.35%	103
2016 Q2	$4.51M	Buy	44,327 +4,032	+10%	+$402K	0.37%	103
2016 Q1	$3.95M	Sell	40,295 -107	-0.3%	-$9.81K	0.59%	65
2015 Q4	$3.55M	Sell	40,402 -130	-0.3%	-$11.3K	0.51%	72
2015 Q3	$3.21M	Sell	40,532 -2,330	-5%	-$192K	0.46%	78
2015 Q2	$3.44M	Sell	42,862 -475	-1%	-$39.1K	0.44%	76
2015 Q1	$3.27M	Buy	43,337 +1,240	+3%	+$101K	0.41%	85
2014 Q4	$3.43M	Buy	42,097 +305	+0.7%	+$26.2K	0.43%	78
2014 Q3	$3.48M	Buy	41,792 +3,290	+9%	+$278K	0.46%	73
2014 Q2	$3.25M	Buy	38,502 +2,126	+6%	+$183K	0.43%	74
2014 Q1	$2.98M	Buy	36,376 +1,542	+4%	+$125K	0.4%	77
2013 Q4	$3.04M	Buy	34,834 +700	+2%	+$61.1K	0.42%	73
2013 Q3	$2.96M	Buy	34,134 +3,050	+10%	+$267K	0.44%	70
2013 Q2	$2.69M	Buy	+31,084	New	+$2.89M	0.42%	72

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Boston Financial Management's PM Position: Q4 2024 in Review

Boston Financial Management increased its Philip Morris (PM) stake by 113% in Q4 2024, buying an estimated $309K and bringing the position to 4,619 shares worth $556K. The position accounts for 0.02% of the portfolio, ranked #234.

Boston Financial Management first reported a position in PM in Q2 2013 and has held it in 47 quarters since. The position peaked at $4.73M in Q2 2017. 2,516 funds tracked by Wall St. Rank hold PM as of Q4 2024.

Boston Financial Management held 4,619 shares of Philip Morris worth $556K as of Q4 2024.
Boston Financial Management bought 2,453 Philip Morris shares in Q4 2024, an estimated $309K.
Philip Morris made up 0.02% of Boston Financial Management's portfolio in Q4 2024, its #234 holding.
Boston Financial Management first reported a position in Philip Morris in Q2 2013 and has held it in 47 quarters since.
Boston Financial Management's Philip Morris position peaked at $4.73M in Q2 2017.
2,516 funds tracked by Wall St. Rank held Philip Morris as of Q4 2024.

Based on Boston Financial Management's 13F filing for Q4 2024, filed 3 Feb 2025.