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Greenwood Gearhart’s Philip Morris PM Stock Holding History

Greenwood Gearhart’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 		– Sell
-1,232
Closed -$116K – 229
2023
Q4 		$116K Buy
+1,232
New +$114K 0.01% 125
2021
Q1 		– Sell
-2,800
Closed -$232K – 83
2020
Q4 		$232K Buy
+2,800
New +$218K 0.05% 75

Other funds holding PM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Greenwood Gearhart's PM Position: Q1 2024 in Review

Greenwood Gearhart sold out of Philip Morris (PM) in Q1 2024, closing a stake of 1,232 shares — an estimated $116K sold.

Greenwood Gearhart first reported a position in PM in Q4 2020 and held it in 2 quarters. The position peaked at $232K in Q4 2020. 2,152 funds tracked by Wall St. Rank hold PM as of Q1 2024.

  • Greenwood Gearhart reported no remaining Philip Morris position as of Q1 2024 after selling out during the quarter.
  • Greenwood Gearhart sold 1,232 Philip Morris shares in Q1 2024, an estimated $116K.
  • Greenwood Gearhart first reported a position in Philip Morris in Q4 2020 and held it in 2 quarters.
  • Greenwood Gearhart's Philip Morris position peaked at $232K in Q4 2020.
  • 2,152 funds tracked by Wall St. Rank held Philip Morris as of Q1 2024.

Based on Greenwood Gearhart's 13F filing for Q1 2024, filed 15 May 2024.