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Campbell Wealth Management’s Philip Morris PM Stock Holding History

Campbell 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
Q4 		$314K Buy
2,608
+10
+0.4% +$1.26K 0.03% 66
2024
Q3 		$315K Buy
+2,598
New +$302K 0.03% 50
2024
Q2 		– Sell
-2,608
Closed -$239K – 81
2024
Q1 		$239K Buy
2,608
+10
+0.4% +$922 0.02% 78
2023
Q4 		$244K Sell
2,598
-55
-2% -$5.07K 0.03% 54
2023
Q3 		$246K Buy
2,653
+45
+2% +$4.33K 0.03% 61
2023
Q2 		$255K Hold
2,608
– – 0.03% 56
2023
Q1 		$254K Sell
2,608
-105
-4% -$10.5K 0.03% 58
2022
Q4 		$275K Sell
2,713
-145
-5% -$13.7K 0.04% 61
2022
Q3 		$237K Buy
2,858
+160
+6% +$15.3K 0.03% 63
2022
Q2 		$266K Sell
2,698
-10
-0.4% -$1.02K 0.04% 46
2022
Q1 		$254K Buy
2,708
+100
+4% +$10K 0.03% 62
2021
Q4 		$248K Sell
2,608
-45
-2% -$4.21K 0.03% 67
2021
Q3 		$251K Sell
2,653
-55
-2% -$5.53K 0.03% 60
2021
Q2 		$268K Buy
2,708
+10
+0.4% +$959 0.04% 53
2021
Q1 		$239K Hold
2,698
– – 0.03% 57
2020
Q4 		$223K Hold
2,698
– – 0.03% 58
2020
Q3 		$202K Hold
2,698
– – 0.03% 59
2020
Q2 		$189K Sell
2,698
-78
-3% -$5.69K 0.03% 57
2020
Q1 		$203K Sell
2,776
-1,934
-41% -$159K 0.04% 47
2019
Q4 		$401K Buy
4,710
+78
+2% +$6.43K 0.08% 32
2019
Q3 		$352K Buy
4,632
+300
+7% +$23.8K 0.08% 36
2019
Q2 		$340K Hold
4,332
– – 0.08% 37
2019
Q1 		$383K Sell
4,332
-1,049
-19% -$84.5K 0.1% 30
2018
Q4 		$359K Buy
+5,381
New +$449K 0.11% 29

Other funds holding PM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Campbell Wealth Management's PM Position: Q4 2024 in Review

Campbell Wealth Management increased its Philip Morris (PM) stake by 0.38% in Q4 2024, buying an estimated $1.26K and bringing the position to 2,608 shares worth $314K. The position accounts for 0.03% of the portfolio, ranked #66.

Campbell Wealth Management first reported a position in PM in Q4 2018 and has held it in 24 quarters since. The position peaked at $401K in Q4 2019. 2,515 funds tracked by Wall St. Rank hold PM as of Q4 2024.

  • Campbell Wealth Management held 2,608 shares of Philip Morris worth $314K as of Q4 2024.
  • Campbell Wealth Management bought 10 Philip Morris shares in Q4 2024, an estimated $1.26K.
  • Philip Morris made up 0.03% of Campbell Wealth Management's portfolio in Q4 2024, its #66 holding.
  • Campbell Wealth Management first reported a position in Philip Morris in Q4 2018 and has held it in 24 quarters since.
  • Campbell Wealth Management's Philip Morris position peaked at $401K in Q4 2019.
  • 2,515 funds tracked by Wall St. Rank held Philip Morris as of Q4 2024.

Based on Campbell Wealth Management's 13F filing for Q4 2024, filed 30 Jan 2025.