Garda Capital Partners’s Philip Morris PM Stock Holding History

Garda Capital Partners’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 Q3	–	Sell	-2,800	Closed	-$510K	–	382
2025 Q2	$510K	Buy	2,800 +200	+8%	+$34.3K	0.01%	457
2025 Q1	$413K	Buy	+2,600	New	+$368K	0.01%	560
2024 Q2	–	Sell	-5,000	Closed	-$458K	–	492
2024 Q1	$458K	Buy	+5,000	New	+$461K	0.02%	339
2023 Q2	–	Sell	-22,500	Closed	-$2.19M	–	452
2023 Q1	$2.19M	Sell	22,500 -10,000	-31%	-$997K	0.11%	153
2022 Q4	$3.29M	Buy	+32,500	New	+$3.07M	0.18%	157

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Garda Capital Partners's PM Position: Q1 2023 in Review

Garda Capital Partners sold out of Philip Morris (PM) in Q1 2023, closing a stake of 7,730 shares — an estimated $770K sold.

Garda Capital Partners first reported a position in PM in Q4 2022 and held it in 1 quarter. The position peaked at $782K in Q4 2022. 2,044 funds tracked by Wall St. Rank hold PM as of Q1 2023.

Garda Capital Partners reported no remaining Philip Morris position as of Q1 2023 after selling out during the quarter.
Garda Capital Partners sold 7,730 Philip Morris shares in Q1 2023, an estimated $770K.
Garda Capital Partners first reported a position in Philip Morris in Q4 2022 and held it in 1 quarter.
Garda Capital Partners's Philip Morris position peaked at $782K in Q4 2022.
2,044 funds tracked by Wall St. Rank held Philip Morris as of Q1 2023.

Based on Garda Capital Partners's 13F filing for Q1 2023, filed 10 May 2023.