Graves Light Lenhart Wealth’s Philip Morris PM Stock Holding History

Graves Light Lenhart 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
2022 Q3	–	Sell	-1,044	Closed	-$103K	–	474
2022 Q2	$103K	Hold	1,044	–	–	0.02%	233
2022 Q1	$98K	Hold	1,044	–	–	0.01%	270
2021 Q4	$99K	Hold	1,044	–	–	0.01%	299
2021 Q3	$99K	Sell	1,044 -17	-2%	-$1.71K	0.02%	275
2021 Q2	$105K	Sell	1,061 -30	-3%	-$2.88K	0.02%	272
2021 Q1	$97K	Sell	1,091 -290	-21%	-$24.6K	0.02%	279
2020 Q4	$114K	Buy	+1,381	New	+$108K	0.02%	239

Other funds holding PM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

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

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

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

Graves Light Lenhart Wealth's PM Position: Q3 2022 in Review

Graves Light Lenhart Wealth sold out of Philip Morris (PM) in Q3 2022, closing a stake of 1,044 shares — an estimated $103K sold.

Graves Light Lenhart Wealth first reported a position in PM in Q4 2020 and held it in 7 quarters. The position peaked at $114K in Q4 2020. 1,942 funds tracked by Wall St. Rank hold PM as of Q3 2022.

Graves Light Lenhart Wealth reported no remaining Philip Morris position as of Q3 2022 after selling out during the quarter.
Graves Light Lenhart Wealth sold 1,044 Philip Morris shares in Q3 2022, an estimated $103K.
Graves Light Lenhart Wealth first reported a position in Philip Morris in Q4 2020 and held it in 7 quarters.
Graves Light Lenhart Wealth's Philip Morris position peaked at $114K in Q4 2020.
1,942 funds tracked by Wall St. Rank held Philip Morris as of Q3 2022.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.