Capital Group Investment Management’s Philip Morris PM Stock Holding History

Capital Group Investment 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	–	Sell	-57,435	Closed	-$5.82M	–	142
2024 Q2	$5.82M	Sell	57,435 -14,421	-20%	-$1.41M	1.26%	21
2024 Q1	$6.58M	Sell	71,856 -59,695	-45%	-$5.5M	1.18%	20
2023 Q4	$12.4M	Sell	131,551 -100,695	-43%	-$9.28M	1.3%	14
2023 Q3	$21.5M	Sell	232,246 -61,118	-21%	-$5.88M	1.4%	15
2023 Q2	$28.6M	Buy	293,364 +67,215	+30%	+$6.42M	1.43%	16
2023 Q1	$22M	Sell	226,149 -103,889	-31%	-$10.4M	1.18%	27
2022 Q4	$33.4M	Buy	+330,038	New	+$31.1M	1.29%	23

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

Capital Group Investment Management's PM Position: Q3 2024 in Review

Capital Group Investment Management sold out of Philip Morris (PM) in Q3 2024, closing a stake of 57,435 shares — an estimated $5.82M sold.

Capital Group Investment Management first reported a position in PM in Q4 2022 and held it in 7 quarters. The position peaked at $33.4M in Q4 2022. 2,345 funds tracked by Wall St. Rank hold PM as of Q3 2024.

Capital Group Investment Management reported no remaining Philip Morris position as of Q3 2024 after selling out during the quarter.
Capital Group Investment Management sold 57,435 Philip Morris shares in Q3 2024, an estimated $5.82M.
Capital Group Investment Management first reported a position in Philip Morris in Q4 2022 and held it in 7 quarters.
Capital Group Investment Management's Philip Morris position peaked at $33.4M in Q4 2022.
2,345 funds tracked by Wall St. Rank held Philip Morris as of Q3 2024.

Based on Capital Group Investment Management's 13F filing for Q3 2024, filed 13 Nov 2024.