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Janiczek Wealth Management’s Philip Morris PM Stock Holding History

Janiczek 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
2024
Q2 		$336K Sell
3,280
-3
-0.1% -$293 0.07% 112
2024
Q1 		$304K Sell
3,283
-65
-2% -$5.99K 0.06% 131
2023
Q4 		$319K Sell
3,348
-230
-6% -$21.2K 0.08% 105
2023
Q3 		$335K Buy
3,578
+511
+17% +$49.2K 0.09% 92
2023
Q2 		$303K Sell
3,067
-3
-0.1% -$287 0.08% 86
2023
Q1 		$305K Sell
3,070
-271
-8% -$27K 0.09% 81
2022
Q4 		$339K Buy
3,341
+378
+13% +$35.7K 0.1% 76
2022
Q3 		$252K Sell
2,963
-56
-2% -$5.34K 0.08% 84
2022
Q2 		$293K Buy
3,019
+322
+12% +$32.8K 0.09% 74
2022
Q1 		$253K Buy
2,697
+151
+6% +$15.1K 0.07% 88
2021
Q4 		$242K Sell
2,546
-63
-2% -$5.89K 0.07% 92
2021
Q3 		$247K Buy
2,609
+33
+1% +$3.32K 0.09% 79
2021
Q2 		$255K Sell
2,576
-103
-4% -$9.88K 0.09% 62
2021
Q1 		$238K Buy
2,679
+138
+5% +$11.7K 0.09% 59
2020
Q4 		$210K Buy
2,541
+35
+1% +$2.73K 0.1% 58
2020
Q3 		$188K Buy
2,506
+24
+1% +$1.85K 0.1% 47
2020
Q2 		$174K Buy
2,482
+21
+0.9% +$1.53K 0.1% 41
2020
Q1 		$180K Hold
2,461
– – 0.1% 38
2019
Q4 		$209K Sell
2,461
-133
-5% -$11K 0.09% 36
2019
Q3 		$197K Buy
2,594
+130
+5% +$10.3K 0.09% 37
2019
Q2 		$193K Hold
2,464
– – 0.09% 36
2019
Q1 		$218K Hold
2,464
– – 0.1% 39
2018
Q4 		$164K Hold
2,464
– – 0.08% 43
2018
Q3 		$201K Buy
2,464
+28
+1% +$2.3K 0.11% 40
2018
Q2 		$197K Buy
2,436
+21
+0.9% +$1.78K 0.1% 40
2018
Q1 		$240K Buy
2,415
+20
+0.8% +$2.08K 0.14% 34
2017
Q4 		$253K Buy
2,395
+32
+1% +$3.41K 0.14% 32
2017
Q3 		$262K Hold
2,363
– – 0.15% 32
2017
Q2 		$278K Sell
2,363
-841
-26% -$97.4K 0.16% 32
2017
Q1 		$362K Buy
3,204
+29
+0.9% +$2.99K 0.21% 24
2016
Q4 		$290K Buy
+3,175
New +$294K 0.13% 22

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Janiczek Wealth Management's PM Position: Q2 2024 in Review

Janiczek Wealth Management reduced its Philip Morris (PM) stake by 0.09% in Q2 2024, selling an estimated $293 and leaving 3,280 shares worth $336K. The position accounts for 0.07% of the portfolio, ranked #112.

Janiczek Wealth Management first reported a position in PM in Q4 2016 and has held it in 31 quarters since. The position peaked at $362K in Q1 2017. 2,216 funds tracked by Wall St. Rank hold PM as of Q2 2024.

  • Janiczek Wealth Management held 3,280 shares of Philip Morris worth $336K as of Q2 2024.
  • Janiczek Wealth Management sold 3 Philip Morris shares in Q2 2024, an estimated $293.
  • Philip Morris made up 0.07% of Janiczek Wealth Management's portfolio in Q2 2024, its #112 holding.
  • Janiczek Wealth Management first reported a position in Philip Morris in Q4 2016 and has held it in 31 quarters since.
  • Janiczek Wealth Management's Philip Morris position peaked at $362K in Q1 2017.
  • 2,216 funds tracked by Wall St. Rank held Philip Morris as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.