DEM
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Disciplined Equity Management’s Philip Morris PM Stock Holding History

Disciplined Equity 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
2025
Q3 		– Sell
-250
Closed -$43.3K – 61
2025
Q2 		$43.3K Hold
250
– – 0.03% 52
2025
Q1 		$38.8K Sell
250
-9,960
-98% -$1.41M 0.03% 52
2024
Q4 		$1.23M Hold
10,210
– – 0.8% 22
2024
Q3 		$1.24M Sell
10,210
-280
-3% -$32.5K 0.78% 19
2024
Q2 		$1.06M Hold
10,490
– – 0.7% 22
2024
Q1 		$961K Buy
10,490
+10
+0.1% +$922 0.64% 29
2023
Q4 		$986K Buy
10,480
+400
+4% +$36.9K 0.68% 28
2023
Q3 		$933K Hold
10,080
– – 0.78% 26
2023
Q2 		$984K Hold
10,080
– – 0.8% 23
2023
Q1 		$980K Buy
10,080
+50
+0.5% +$4.98K 0.83% 21
2022
Q4 		$1.01M Hold
10,030
– – 0.9% 19
2022
Q3 		$833K Sell
10,030
-110
-1% -$10.5K 0.82% 23
2022
Q2 		$1M Buy
10,140
+190
+2% +$19.4K 0.91% 18
2022
Q1 		$935K Sell
9,950
-510
-5% -$51K 0.94% 23
2021
Q4 		$994K Buy
+10,460
New +$978K 0.96% 20

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Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return