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Edge Capital Group’s Philip Morris PM Stock Holding History

Edge Capital Group’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 		$276K Sell
2,289
-10
-0.4% -$1.26K 0.01% 273
2024
Q3 		$279K Sell
2,299
-330
-13% -$38.3K 0.01% 270
2024
Q2 		$266K Sell
2,629
-65
-2% -$6.36K 0.01% 279
2024
Q1 		$247K Sell
2,694
-225
-8% -$20.7K 0.01% 287
2023
Q4 		$275K Buy
2,919
+689
+31% +$63.5K 0.02% 260
2023
Q3 		$206K Sell
2,230
-164
-7% -$15.8K 0.01% 273
2023
Q2 		$234K Sell
2,394
-68
-3% -$6.5K 0.01% 283
2023
Q1 		$239K Sell
2,462
-399
-14% -$39.8K 0.01% 278
2022
Q4 		$290K Sell
2,861
-186
-6% -$17.6K 0.02% 243
2022
Q3 		$253K Buy
3,047
+157
+5% +$15K 0.02% 248
2022
Q2 		$285K Sell
2,890
-13
-0.4% -$1.32K 0.02% 236
2022
Q1 		$273K Buy
2,903
+50
+2% +$5K 0.02% 259
2021
Q4 		$271K Sell
2,853
-62
-2% -$5.79K 0.02% 244
2021
Q3 		$276K Sell
2,915
-102
-3% -$10.3K 0.02% 230
2021
Q2 		$299K Sell
3,017
-191
-6% -$18.3K 0.02% 222
2021
Q1 		$285K Sell
3,208
-111
-3% -$9.43K 0.02% 227
2020
Q4 		$275K Buy
3,319
+118
+4% +$9.19K 0.02% 217
2020
Q3 		$240K Sell
3,201
-127
-4% -$9.8K 0.02% 213
2020
Q2 		$233K Sell
3,328
-31
-0.9% -$2.26K 0.02% 198
2020
Q1 		$245K Sell
3,359
-1,041
-24% -$85.7K 0.03% 185
2019
Q4 		$374K Sell
4,400
-87
-2% -$7.17K 0.04% 188
2019
Q3 		$341K Buy
4,487
+525
+13% +$41.6K 0.03% 193
2019
Q2 		$311K Buy
3,962
+275
+7% +$22.7K 0.03% 211
2019
Q1 		$326K Sell
3,687
-90
-2% -$7.25K 0.03% 203
2018
Q4 		$252K Buy
+3,777
New +$315K 0.03% 208

Other funds holding PM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Edge Capital Group's PM Position: Q4 2024 in Review

Edge Capital Group reduced its Philip Morris (PM) stake by 0.43% in Q4 2024, selling an estimated $1.26K and leaving 2,289 shares worth $276K. The position accounts for 0.01% of the portfolio, ranked #273.

Edge Capital Group first reported a position in PM in Q4 2018 and has held it in 25 quarters since. The position peaked at $374K in Q4 2019. 2,515 funds tracked by Wall St. Rank hold PM as of Q4 2024.

  • Edge Capital Group held 2,289 shares of Philip Morris worth $276K as of Q4 2024.
  • Edge Capital Group sold 10 Philip Morris shares in Q4 2024, an estimated $1.26K.
  • Philip Morris made up 0.01% of Edge Capital Group's portfolio in Q4 2024, its #273 holding.
  • Edge Capital Group first reported a position in Philip Morris in Q4 2018 and has held it in 25 quarters since.
  • Edge Capital Group's Philip Morris position peaked at $374K in Q4 2019.
  • 2,515 funds tracked by Wall St. Rank held Philip Morris as of Q4 2024.

Based on Edge Capital Group's 13F filing for Q4 2024, filed 4 Feb 2025.