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Executive Wealth Management’s Philip Morris PM Stock Holding History

Executive 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 		$509K Buy
4,229
+42
+1% +$5.3K 0.04% 162
2024
Q3 		$508K Buy
+4,187
New +$486K 0.04% 169
2024
Q2 		– Sell
-4,230
Closed -$387K – 217
2024
Q1 		$387K Sell
4,230
-64
-1% -$5.9K 0.03% 171
2023
Q4 		$404K Buy
4,294
+192
+5% +$17.7K 0.04% 157
2023
Q3 		$380K Buy
4,102
+517
+14% +$49.8K 0.04% 152
2023
Q2 		$350K Buy
3,585
+21
+0.6% +$2.01K 0.04% 151
2023
Q1 		$347K Buy
3,564
+621
+21% +$61.9K 0.04% 152
2022
Q4 		$298K Buy
2,943
+2,703
+1,126% +$255K 0.04% 158
2022
Q3 		$240 Sell
240
-2,676
-92% -$255K 0.03% 159
2022
Q2 		$287K Buy
+2,916
New +$297K 0.04% 150
2019
Q3 		– Sell
-2,443
Closed -$192K – 598
2019
Q2 		$192K Hold
2,443
– – 0.03% 160
2019
Q1 		$216K Buy
2,443
+445
+22% +$35.8K 0.04% 141
2018
Q4 		$133K Buy
+1,998
New +$167K 0.02% 170

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

Executive Wealth Management's PM Position: Q4 2024 in Review

Executive Wealth Management increased its Philip Morris (PM) stake by 1% in Q4 2024, buying an estimated $5.3K and bringing the position to 4,229 shares worth $509K. The position accounts for 0.04% of the portfolio, ranked #162.

Executive Wealth Management first reported a position in PM in Q4 2018 and has held it in 13 quarters since. 2,515 funds tracked by Wall St. Rank hold PM as of Q4 2024.

  • Executive Wealth Management held 4,229 shares of Philip Morris worth $509K as of Q4 2024.
  • Executive Wealth Management bought 42 Philip Morris shares in Q4 2024, an estimated $5.3K.
  • Philip Morris made up 0.04% of Executive Wealth Management's portfolio in Q4 2024, its #162 holding.
  • Executive Wealth Management first reported a position in Philip Morris in Q4 2018 and has held it in 13 quarters since.
  • 2,515 funds tracked by Wall St. Rank held Philip Morris as of Q4 2024.

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