Disciplined Investments’s Philip Morris PM Stock Holding History

Disciplined Investments’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
2023 Q3	–	Sell	-55	Closed	-$5.37K	–	1169
2023 Q2	$5.37K	Sell	55 -13	-19%	-$1.24K	﹤0.01%	404
2023 Q1	$6.61K	Buy	68 +13	+24%	+$1.3K	﹤0.01%	391
2022 Q4	$5.57K	Sell	55 -19	-26%	-$1.79K	﹤0.01%	390
2022 Q3	$6K	Hold	74	–	–	﹤0.01%	415
2022 Q2	$7K	Buy	74 +12	+19%	+$1.22K	﹤0.01%	406
2022 Q1	$6K	Buy	62 +50	+417%	+$5K	﹤0.01%	441
2021 Q4	$1K	Hold	12	–	–	﹤0.01%	476
2021 Q3	$1K	Hold	12	–	–	﹤0.01%	427
2021 Q2	$1K	Hold	12	–	–	﹤0.01%	411
2021 Q1	$1K	Buy	+12	New	+$1.02K	﹤0.01%	371
2020 Q3	–	Sell	-12	Closed	-$1K	–	435
2020 Q2	$1K	Hold	12	–	–	﹤0.01%	389
2020 Q1	$1K	Buy	+12	New	+$988	﹤0.01%	403

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Disciplined Investments's PM Position: Q3 2023 in Review

Disciplined Investments sold out of Philip Morris (PM) in Q3 2023, closing a stake of 55 shares — an estimated $5.37K sold.

Disciplined Investments first reported a position in PM in Q1 2020 and held it in 12 quarters. The position peaked at $7K in Q2 2022. 2,027 funds tracked by Wall St. Rank hold PM as of Q3 2023.

Disciplined Investments reported no remaining Philip Morris position as of Q3 2023 after selling out during the quarter.
Disciplined Investments sold 55 Philip Morris shares in Q3 2023, an estimated $5.37K.
Disciplined Investments first reported a position in Philip Morris in Q1 2020 and held it in 12 quarters.
Disciplined Investments's Philip Morris position peaked at $7K in Q2 2022.
2,027 funds tracked by Wall St. Rank held Philip Morris as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.