Bray Capital Advisors’s Philip Morris PM Stock Holding History

Bray Capital 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
2024 Q4	$24.1K	Hold	200	–	–	0.01%	209
2024 Q3	$24.3K	Hold	200	–	–	0.01%	209
2024 Q2	$20.3K	Hold	200	–	–	0.01%	210
2024 Q1	$18.3K	Hold	200	–	–	﹤0.01%	217
2023 Q4	$18.8K	Hold	200	–	–	0.01%	217
2023 Q3	$18.5K	Hold	200	–	–	0.01%	216
2023 Q2	$19.5K	Sell	200 -200	-50%	-$19.1K	0.01%	215
2023 Q1	$38.9K	Hold	400	–	–	0.01%	193
2022 Q4	$40.5K	Hold	400	–	–	0.01%	189
2022 Q3	$33K	Hold	400	–	–	0.01%	205
2022 Q2	$39K	Hold	400	–	–	0.01%	194
2022 Q1	$38K	Hold	400	–	–	0.01%	204
2021 Q4	$38K	Hold	400	–	–	0.01%	208
2021 Q3	$38K	Hold	400	–	–	0.01%	201
2021 Q2	$40K	Hold	400	–	–	0.01%	197
2021 Q1	$35K	Hold	400	–	–	0.01%	203
2020 Q4	$33K	Hold	400	–	–	0.01%	203
2020 Q3	$30K	Hold	400	–	–	0.01%	200
2020 Q2	$28K	Hold	400	–	–	0.01%	200
2020 Q1	$29K	Hold	400	–	–	0.01%	195
2019 Q4	$34K	Hold	400	–	–	0.01%	199
2019 Q3	$30K	Hold	400	–	–	0.01%	207
2019 Q2	$31K	Hold	400	–	–	0.01%	219
2019 Q1	$35K	Hold	400	–	–	0.01%	212
2018 Q4	$27K	Hold	400	–	–	0.01%	219
2018 Q3	$33K	Hold	400	–	–	0.01%	217
2018 Q2	$32K	Hold	400	–	–	0.01%	246
2018 Q1	$40K	Buy	+400	New	+$41.7K	0.02%	223

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

Bray Capital Advisors's PM Position: Q4 2024 in Review

Bray Capital Advisors held its Philip Morris (PM) position steady in Q4 2024 at 200 shares worth $24.1K. The position accounts for 0.01% of the portfolio, ranked #209.

Bray Capital Advisors first reported a position in PM in Q1 2018 and has held it in 28 quarters since. The position peaked at $40.5K in Q4 2022. 2,515 funds tracked by Wall St. Rank hold PM as of Q4 2024.

Bray Capital Advisors held 200 shares of Philip Morris worth $24.1K as of Q4 2024.
Bray Capital Advisors left its Philip Morris share count unchanged in Q4 2024.
Philip Morris made up 0.01% of Bray Capital Advisors's portfolio in Q4 2024, its #209 holding.
Bray Capital Advisors first reported a position in Philip Morris in Q1 2018 and has held it in 28 quarters since.
Bray Capital Advisors's Philip Morris position peaked at $40.5K in Q4 2022.
2,515 funds tracked by Wall St. Rank held Philip Morris as of Q4 2024.

Based on Bray Capital Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.