Geller Advisors’s Philip Morris PM Stock Holding History

Geller Advisors’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	$353K	Buy	2,899 +13	+0.5%	+$1.64K	0.02%	180
2024 Q3	$354K	Buy	2,886 +276	+11%	+$32.1K	0.02%	179
2024 Q2	$268K	Buy	2,610 +52	+2%	+$5.08K	0.02%	223
2024 Q1	$238K	Buy	2,558 +94	+4%	+$8.67K	0.02%	244
2023 Q4	$235K	Sell	2,464 -1	-0%	-$92	0.02%	239
2023 Q3	$231K	Sell	2,465 -241	-9%	-$23.2K	0.03%	222
2023 Q2	$268K	Buy	2,706 +169	+7%	+$16.1K	0.03%	204
2023 Q1	$250K	Buy	+2,537	New	+$253K	0.04%	142

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

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

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

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

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

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

Geller Advisors's PM Position: Q4 2024 in Review

Geller Advisors increased its Philip Morris (PM) stake by 0.45% in Q4 2024, buying an estimated $1.64K and bringing the position to 2,899 shares worth $353K. The position accounts for 0.02% of the portfolio, ranked #180.

Geller Advisors first reported a position in PM in Q1 2023 and has held it in 8 quarters since. The position peaked at $354K in Q3 2024. 2,515 funds tracked by Wall St. Rank hold PM as of Q4 2024.

Geller Advisors held 2,899 shares of Philip Morris worth $353K as of Q4 2024.
Geller Advisors bought 13 Philip Morris shares in Q4 2024, an estimated $1.64K.
Philip Morris made up 0.02% of Geller Advisors's portfolio in Q4 2024, its #180 holding.
Geller Advisors first reported a position in Philip Morris in Q1 2023 and has held it in 8 quarters since.
Geller Advisors's Philip Morris position peaked at $354K in Q3 2024.
2,515 funds tracked by Wall St. Rank held Philip Morris as of Q4 2024.

Based on Geller Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.