Brophy Wealth Management’s Philip Morris PM Stock Holding History

Brophy Wealth 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 Q3	$203K	Buy	+1,672	New	+$194K	0.07%	207

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Brophy Wealth Management's PM Position: Q3 2024 in Review

Brophy Wealth Management opened a new position in Philip Morris (PM) in Q3 2024: 1,672 shares worth $203K. The stake represents 0.07% of the portfolio and ranks #207 among its holdings.

2,345 funds tracked by Wall St. Rank hold PM as of Q3 2024.

Brophy Wealth Management held 1,672 shares of Philip Morris worth $203K as of Q3 2024.
Philip Morris was a new Brophy Wealth Management position in Q3 2024.
Philip Morris made up 0.07% of Brophy Wealth Management's portfolio in Q3 2024, its #207 holding.
2,345 funds tracked by Wall St. Rank held Philip Morris as of Q3 2024.

Based on Brophy Wealth Management's 13F filing for Q3 2024, filed 15 Nov 2024.