BW Gestao de Investimentos’s Philip Morris PM Stock Holding History

BW Gestao de Investimentos’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 Q1	–	Sell	-66,000	Closed	-$7.94M	–	149
2024 Q4	$7.94M	Sell	66,000 -10,000	-13%	-$1.26M	0.25%	44
2024 Q3	$9.23M	Sell	76,000 -14,000	-16%	-$1.63M	0.65%	38
2024 Q2	$9.12M	Sell	90,000 -25,000	-22%	-$2.44M	0.51%	46
2024 Q1	$10.5M	Sell	115,000 -85,000	-43%	-$7.84M	0.31%	44
2023 Q4	$18.8M	Buy	200,000 +25,000	+14%	+$2.3M	0.6%	40
2023 Q3	$16.2M	Buy	175,000 +45,000	+35%	+$4.33M	1.9%	19
2023 Q2	$12.7M	Buy	+130,000	New	+$12.4M	1.88%	19
2020 Q1	–	Sell	-35,000	Closed	-$2.98M	–	80
2019 Q4	$2.98M	Buy	+35,000	New	+$2.88M	0.78%	25

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

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

BW Gestao de Investimentos's PM Position: Q1 2025 in Review

BW Gestao de Investimentos sold out of Philip Morris (PM) in Q1 2025, closing a stake of 66,000 shares — an estimated $7.94M sold.

BW Gestao de Investimentos first reported a position in PM in Q4 2019 and held it in 8 quarters. The position peaked at $18.8M in Q4 2023. 2,709 funds tracked by Wall St. Rank hold PM as of Q1 2025.

BW Gestao de Investimentos reported no remaining Philip Morris position as of Q1 2025 after selling out during the quarter.
BW Gestao de Investimentos sold 66,000 Philip Morris shares in Q1 2025, an estimated $7.94M.
BW Gestao de Investimentos first reported a position in Philip Morris in Q4 2019 and held it in 8 quarters.
BW Gestao de Investimentos's Philip Morris position peaked at $18.8M in Q4 2023.
2,709 funds tracked by Wall St. Rank held Philip Morris as of Q1 2025.

Based on BW Gestao de Investimentos's 13F filing for Q1 2025, filed 15 May 2025.