FirstPurpose Wealth’s Philip Morris PM Stock Holding History

FirstPurpose Wealth’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 Q1	$464K	Buy	5,174 +54	+1%	+$4.98K	0.17%	108
2023 Q4	$482K	Buy	5,120 +40	+0.8%	+$3.69K	0.18%	96
2023 Q3	$470K	Buy	5,080 +356	+8%	+$34.3K	0.2%	86
2023 Q2	$461K	Buy	4,724 +236	+5%	+$22.5K	0.2%	89
2023 Q1	$436K	Buy	4,488 +46	+1%	+$4.58K	0.22%	87
2022 Q4	$450K	Buy	4,442 +256	+6%	+$24.2K	0.25%	80
2022 Q3	$347K	Buy	4,186 +570	+16%	+$54.4K	0.23%	82
2022 Q2	$357K	Buy	3,616 +149	+4%	+$15.2K	0.24%	76
2022 Q1	$326K	Buy	3,467 +398	+13%	+$39.8K	0.25%	93
2021 Q4	$292K	Buy	+3,069	New	+$287K	0.18%	100

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

FirstPurpose Wealth's PM Position: Q1 2024 in Review

FirstPurpose Wealth increased its Philip Morris (PM) stake by 1.1% in Q1 2024, buying an estimated $4.98K and bringing the position to 5,174 shares worth $464K. The position accounts for 0.17% of the portfolio, ranked #108.

FirstPurpose Wealth first reported a position in PM in Q4 2021 and has held it in 10 quarters since. The position peaked at $482K in Q4 2023. 2,152 funds tracked by Wall St. Rank hold PM as of Q1 2024.

FirstPurpose Wealth held 5,174 shares of Philip Morris worth $464K as of Q1 2024.
FirstPurpose Wealth bought 54 Philip Morris shares in Q1 2024, an estimated $4.98K.
Philip Morris made up 0.17% of FirstPurpose Wealth's portfolio in Q1 2024, its #108 holding.
FirstPurpose Wealth first reported a position in Philip Morris in Q4 2021 and has held it in 10 quarters since.
FirstPurpose Wealth's Philip Morris position peaked at $482K in Q4 2023.
2,152 funds tracked by Wall St. Rank held Philip Morris as of Q1 2024.

Based on FirstPurpose Wealth's 13F filing for Q1 2024, filed 23 Apr 2024.