Householder Group Estate & Retirement Specialist’s Philip Morris PM Stock Holding History

Householder Group Estate & Retirement Specialist’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 Q4	–	Sell	-2,843	Closed	-$345K	–	1007
2024 Q3	$345K	Buy	2,843 +35	+1%	+$4.07K	0.1%	178
2024 Q2	$284K	Buy	2,808 +24	+0.9%	+$2.35K	0.08%	191
2024 Q1	$255K	Buy	2,784 +834	+43%	+$76.9K	0.08%	214
2023 Q4	$183K	Buy	1,950 +52	+3%	+$4.79K	0.06%	250
2023 Q3	$176K	Buy	+1,898	New	+$183K	0.06%	230
2023 Q1	$235K	Buy	+2,419	New	+$241K	0.09%	181
2022 Q4	–	Sell	-1,656	Closed	-$137K	–	887
2022 Q3	$137K	Buy	+1,656	New	+$158K	0.06%	216

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

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

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

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

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

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

Householder Group Estate & Retirement Specialist's PM Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Philip Morris (PM) in Q4 2024, closing a stake of 2,843 shares — an estimated $345K sold.

Householder Group Estate & Retirement Specialist first reported a position in PM in Q3 2022 and held it in 7 quarters. The position peaked at $345K in Q3 2024. 2,516 funds tracked by Wall St. Rank hold PM as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining Philip Morris position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 2,843 Philip Morris shares in Q4 2024, an estimated $345K.
Householder Group Estate & Retirement Specialist first reported a position in Philip Morris in Q3 2022 and held it in 7 quarters.
Householder Group Estate & Retirement Specialist's Philip Morris position peaked at $345K in Q3 2024.
2,516 funds tracked by Wall St. Rank held Philip Morris as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.