Harrison & Co Wealth Management’s Philip Morris PM Stock Holding History

Harrison & Co Wealth 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
2022 Q4	$975K	Buy	9,631 +22	+0.2%	+$2.08K	0.94%	35
2022 Q3	$798K	Sell	9,609 -399	-4%	-$38.1K	0.85%	43
2022 Q2	$988K	Buy	10,008 +81	+0.8%	+$8.26K	0.94%	34
2022 Q1	$933K	Sell	9,927 -209	-2%	-$20.9K	0.82%	52
2021 Q4	$963K	Buy	+10,136	New	+$947K	0.81%	46

Other funds holding PM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Harrison & Co Wealth Management's PM Position: Q4 2022 in Review

Harrison & Co Wealth Management increased its Philip Morris (PM) stake by 0.23% in Q4 2022, buying an estimated $2.08K and bringing the position to 9,631 shares worth $975K. The position accounts for 0.94% of the portfolio, ranked #35.

Harrison & Co Wealth Management first reported a position in PM in Q4 2021 and has held it in 5 quarters since. The position peaked at $988K in Q2 2022. 2,047 funds tracked by Wall St. Rank hold PM as of Q4 2022.

Harrison & Co Wealth Management held 9,631 shares of Philip Morris worth $975K as of Q4 2022.
Harrison & Co Wealth Management bought 22 Philip Morris shares in Q4 2022, an estimated $2.08K.
Philip Morris made up 0.94% of Harrison & Co Wealth Management's portfolio in Q4 2022, its #35 holding.
Harrison & Co Wealth Management first reported a position in Philip Morris in Q4 2021 and has held it in 5 quarters since.
Harrison & Co Wealth Management's Philip Morris position peaked at $988K in Q2 2022.
2,047 funds tracked by Wall St. Rank held Philip Morris as of Q4 2022.

Based on Harrison & Co Wealth Management's 13F filing for Q4 2022, filed 17 Jan 2023.