First Capital Advisors Group’s Philip Morris PM Stock Holding History

First Capital Advisors 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
2023 Q2	$428K	Buy	4,385 +28	+0.6%	+$2.67K	0.22%	81
2023 Q1	$424K	Sell	4,357 -2	-0%	-$199	0.27%	82
2022 Q4	$441K	Sell	4,359 -501	-10%	-$47.3K	0.3%	82
2022 Q3	$403K	Buy	4,860 +591	+14%	+$56.4K	0.34%	83
2022 Q2	$422K	Buy	+4,269	New	+$435K	0.29%	86
2018 Q4	$219K	Buy	3,276 +66	+2%	+$5.51K	0.16%	128
2018 Q3	$262K	Hold	3,210	–	–	0.16%	130
2018 Q2	$259K	Sell	3,210 -150	-4%	-$12.7K	0.17%	128
2018 Q1	$334K	Sell	3,360 -185	-5%	-$19.3K	0.19%	101
2017 Q4	$375K	Buy	3,545 +49	+1%	+$5.22K	0.24%	105
2017 Q3	$388K	Buy	3,496 +6	+0.2%	+$698	0.27%	98
2017 Q2	$410K	Buy	3,490 +12	+0.3%	+$1.39K	0.28%	101
2017 Q1	$393K	Hold	3,478	–	–	0.29%	101
2016 Q4	$318K	Buy	+3,478	New	+$322K	0.29%	91

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Capital Advisors Group's PM Position: Q2 2023 in Review

First Capital Advisors Group increased its Philip Morris (PM) stake by 0.64% in Q2 2023, buying an estimated $2.67K and bringing the position to 4,385 shares worth $428K. The position accounts for 0.22% of the portfolio, ranked #81.

First Capital Advisors Group first reported a position in PM in Q4 2016 and has held it in 14 quarters since. The position peaked at $441K in Q4 2022. 2,032 funds tracked by Wall St. Rank hold PM as of Q2 2023.

First Capital Advisors Group held 4,385 shares of Philip Morris worth $428K as of Q2 2023.
First Capital Advisors Group bought 28 Philip Morris shares in Q2 2023, an estimated $2.67K.
Philip Morris made up 0.22% of First Capital Advisors Group's portfolio in Q2 2023, its #81 holding.
First Capital Advisors Group first reported a position in Philip Morris in Q4 2016 and has held it in 14 quarters since.
First Capital Advisors Group's Philip Morris position peaked at $441K in Q4 2022.
2,032 funds tracked by Wall St. Rank held Philip Morris as of Q2 2023.

Based on First Capital Advisors Group's 13F filing for Q2 2023, filed 15 Aug 2023.