Cassady Schiller Wealth Management’s Philip Morris PM Stock Holding History

Cassady Schiller 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	$74.9K	Buy	622 +47	+8%	+$5.93K	0.03%	174
2024 Q3	$69.8K	Hold	575	–	–	0.03%	179
2024 Q2	$58.3K	Hold	575	–	–	0.02%	188
2024 Q1	$52.7K	Buy	575 +426	+286%	+$39.3K	0.02%	208
2023 Q4	$14K	Hold	149	–	–	0.01%	309
2023 Q3	$13.8K	Hold	149	–	–	0.01%	306
2023 Q2	$14.5K	Hold	149	–	–	0.01%	310
2023 Q1	$14.5K	Hold	149	–	–	0.01%	298
2022 Q4	$15.1K	Buy	+149	New	+$14.1K	0.01%	291
2022 Q1	–	Sell	-174	Closed	-$17K	–	469
2021 Q4	$17K	Buy	+174	New	+$16.3K	0.01%	281

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

Cassady Schiller Wealth Management's PM Position: Q4 2024 in Review

Cassady Schiller Wealth Management increased its Philip Morris (PM) stake by 8.2% in Q4 2024, buying an estimated $5.93K and bringing the position to 622 shares worth $74.9K. The position accounts for 0.03% of the portfolio, ranked #174.

Cassady Schiller Wealth Management first reported a position in PM in Q4 2021 and has held it in 10 quarters since. 2,515 funds tracked by Wall St. Rank hold PM as of Q4 2024.

Cassady Schiller Wealth Management held 622 shares of Philip Morris worth $74.9K as of Q4 2024.
Cassady Schiller Wealth Management bought 47 Philip Morris shares in Q4 2024, an estimated $5.93K.
Philip Morris made up 0.03% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #174 holding.
Cassady Schiller Wealth Management first reported a position in Philip Morris in Q4 2021 and has held it in 10 quarters since.
2,515 funds tracked by Wall St. Rank held Philip Morris as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.