Droms Strauss Advisors’s Philip Morris PM Stock Holding History

Droms Strauss Advisors’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 Q1	–	Sell	-4,532	Closed	-$545K	–	72
2024 Q4	$545K	Sell	4,532 -2,266	-33%	-$286K	0.18%	45
2024 Q3	$825K	Hold	6,798	–	–	0.29%	36
2024 Q2	$689K	Sell	6,798 -2,266	-25%	-$222K	0.25%	38
2024 Q1	$830K	Sell	9,064 -149	-2%	-$13.7K	0.3%	37
2023 Q4	$867K	Hold	9,213	–	–	0.34%	42
2023 Q3	$853K	Hold	9,213	–	–	0.37%	35
2023 Q2	$898K	Hold	9,213	–	–	0.37%	34
2023 Q1	$896K	Hold	9,213	–	–	0.4%	36
2022 Q4	$932K	Hold	9,213	–	–	0.43%	35
2022 Q3	$764K	Buy	+9,213	New	+$879K	0.38%	32

Other funds holding PM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Droms Strauss Advisors's PM Position: Q1 2025 in Review

Droms Strauss Advisors sold out of Philip Morris (PM) in Q1 2025, closing a stake of 4,532 shares — an estimated $545K sold.

Droms Strauss Advisors first reported a position in PM in Q3 2022 and held it in 10 quarters. The position peaked at $932K in Q4 2022. 2,711 funds tracked by Wall St. Rank hold PM as of Q1 2025.

Droms Strauss Advisors reported no remaining Philip Morris position as of Q1 2025 after selling out during the quarter.
Droms Strauss Advisors sold 4,532 Philip Morris shares in Q1 2025, an estimated $545K.
Droms Strauss Advisors first reported a position in Philip Morris in Q3 2022 and held it in 10 quarters.
Droms Strauss Advisors's Philip Morris position peaked at $932K in Q4 2022.
2,711 funds tracked by Wall St. Rank held Philip Morris as of Q1 2025.

Based on Droms Strauss Advisors's 13F filing for Q1 2025, filed 2 May 2025.