Horan Capital Advisors’s Philip Morris PM Stock Holding History

Horan Capital Advisors’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	$210K	Buy	+1,321	New	+$187K	0.07%	114
2020 Q4	–	Sell	-809	Closed	-$61K	–	227
2020 Q3	$61K	Buy	+809	New	+$62.4K	0.03%	160
2020 Q1	–	Sell	-825	Closed	-$70K	–	208
2019 Q4	$70K	Hold	825	–	–	0.04%	129
2019 Q3	$63K	Buy	+825	New	+$65.4K	0.04%	131
2019 Q2	–	Sell	-815	Closed	-$72K	–	199
2019 Q1	$72K	Buy	+815	New	+$65.6K	0.05%	123
2017 Q4	–	Sell	-806	Closed	-$89K	–	212
2017 Q3	$89K	Buy	+806	New	+$93.8K	0.05%	111

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Horan Capital Advisors's PM Position: Q1 2025 in Review

Horan Capital Advisors opened a new position in Philip Morris (PM) in Q1 2025: 1,321 shares worth $210K. The stake represents 0.07% of the portfolio and ranks #114 among its holdings. This is a return to the name: Horan Capital Advisors previously reported a position in PM as recently as Q3 2020.

Horan Capital Advisors first reported a position in PM in Q3 2017 and has held it in 6 quarters since. 2,710 funds tracked by Wall St. Rank hold PM as of Q1 2025.

Horan Capital Advisors held 1,321 shares of Philip Morris worth $210K as of Q1 2025.
Philip Morris was a new Horan Capital Advisors position in Q1 2025.
Philip Morris made up 0.07% of Horan Capital Advisors's portfolio in Q1 2025, its #114 holding.
Horan Capital Advisors first reported a position in Philip Morris in Q3 2017 and has held it in 6 quarters since.
2,710 funds tracked by Wall St. Rank held Philip Morris as of Q1 2025.

Based on Horan Capital Advisors's 13F filing for Q1 2025, filed 7 May 2025.