Gilman Hill Asset Management’s Philip Morris PM Stock Holding History

Gilman Hill Asset 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 Q2	–	Sell	-3,925	Closed	-$360K	–	221
2024 Q1	$360K	Sell	3,925 -169	-4%	-$15.6K	0.06%	157
2023 Q4	$385K	Hold	4,094	–	–	0.07%	149
2023 Q3	$379K	Sell	4,094 -325	-7%	-$31.3K	0.07%	147
2023 Q2	$431K	Buy	4,419 +300	+7%	+$28.7K	0.08%	145
2023 Q1	$401K	Sell	4,119 -25	-0.6%	-$2.49K	0.08%	146
2022 Q4	$419K	Sell	4,144 -236	-5%	-$22.3K	0.09%	147
2022 Q3	$364K	Sell	4,380 -3,360	-43%	-$320K	0.08%	153
2022 Q2	$764K	Buy	7,740 +4,360	+129%	+$445K	0.16%	116
2022 Q1	$318K	Buy	3,380 +173	+5%	+$17.3K	0.07%	165
2021 Q4	$305K	Hold	3,207	–	–	0.07%	173
2021 Q3	$304K	Hold	3,207	–	–	0.08%	165
2021 Q2	$318K	Hold	3,207	–	–	0.08%	154
2021 Q1	$285K	Buy	+3,207	New	+$272K	0.08%	158

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

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

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

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

Gilman Hill Asset Management's PM Position: Q2 2024 in Review

Gilman Hill Asset Management sold out of Philip Morris (PM) in Q2 2024, closing a stake of 3,925 shares — an estimated $360K sold.

Gilman Hill Asset Management first reported a position in PM in Q1 2021 and held it in 13 quarters. The position peaked at $764K in Q2 2022. 2,216 funds tracked by Wall St. Rank hold PM as of Q2 2024.

Gilman Hill Asset Management reported no remaining Philip Morris position as of Q2 2024 after selling out during the quarter.
Gilman Hill Asset Management sold 3,925 Philip Morris shares in Q2 2024, an estimated $360K.
Gilman Hill Asset Management first reported a position in Philip Morris in Q1 2021 and held it in 13 quarters.
Gilman Hill Asset Management's Philip Morris position peaked at $764K in Q2 2022.
2,216 funds tracked by Wall St. Rank held Philip Morris as of Q2 2024.

Based on Gilman Hill Asset Management's 13F filing for Q2 2024, filed 12 Jul 2024.