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Ground Swell Capital’s Philip Morris PM Stock Holding History

Ground Swell Capital’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
Q1 		– Sell
-2,706
Closed -$326K – 236
2024
Q4 		$326K Buy
+2,706
New +$341K 0.49% 38
2021
Q4 		– Sell
-2,220
Closed -$210K – 97
2021
Q3 		$210K Buy
+2,220
New +$223K 0.9% 41
2014
Q3 		$261K Buy
3,134
+1,360
+77% +$115K 0.49% 28
2014
Q2 		$150K Buy
+1,774
New +$153K 0.29% 35

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ground Swell Capital's PM Position: Q1 2025 in Review

Ground Swell Capital sold out of Philip Morris (PM) in Q1 2025, closing a stake of 2,706 shares — an estimated $326K sold.

Ground Swell Capital first reported a position in PM in Q2 2014 and held it in 4 quarters. The position peaked at $326K in Q4 2024. 2,708 funds tracked by Wall St. Rank hold PM as of Q1 2025.

  • Ground Swell Capital reported no remaining Philip Morris position as of Q1 2025 after selling out during the quarter.
  • Ground Swell Capital sold 2,706 Philip Morris shares in Q1 2025, an estimated $326K.
  • Ground Swell Capital first reported a position in Philip Morris in Q2 2014 and held it in 4 quarters.
  • Ground Swell Capital's Philip Morris position peaked at $326K in Q4 2024.
  • 2,708 funds tracked by Wall St. Rank held Philip Morris as of Q1 2025.

Based on Ground Swell Capital's 13F filing for Q1 2025, filed 13 May 2025.