H&H Retirement Design & Management’s Philip Morris PM Stock Holding History

H&H Retirement Design & 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
2025 Q1	–	Sell	-1,807	Closed	-$279K	–	77
2024 Q4	$279K	Sell	1,807 -56	-3%	-$7.07K	0.17%	67
2024 Q3	$224K	Buy	+1,863	New	+$216K	0.13%	72
2023 Q3	–	Sell	-2,148	Closed	-$216K	–	61
2023 Q2	$216K	Buy	2,148 +12	+0.6%	+$1.15K	0.14%	50
2023 Q1	$213K	Buy	+2,136	New	+$213K	0.14%	49
2021 Q2	–	Sell	-2,542	Closed	-$239K	–	47
2021 Q1	$239K	Buy	+2,542	New	+$216K	0.14%	39

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

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

H&H Retirement Design & Management's PM Position: Q1 2025 in Review

H&H Retirement Design & Management sold out of Philip Morris (PM) in Q1 2025, closing a stake of 1,807 shares — an estimated $279K sold.

H&H Retirement Design & Management first reported a position in PM in Q1 2021 and held it in 5 quarters. The position peaked at $279K in Q4 2024. 2,708 funds tracked by Wall St. Rank hold PM as of Q1 2025.

H&H Retirement Design & Management reported no remaining Philip Morris position as of Q1 2025 after selling out during the quarter.
H&H Retirement Design & Management sold 1,807 Philip Morris shares in Q1 2025, an estimated $279K.
H&H Retirement Design & Management first reported a position in Philip Morris in Q1 2021 and held it in 5 quarters.
H&H Retirement Design & Management's Philip Morris position peaked at $279K in Q4 2024.
2,708 funds tracked by Wall St. Rank held Philip Morris as of Q1 2025.

Based on H&H Retirement Design & Management's 13F filing for Q1 2025, filed 22 Apr 2025.