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Kapitalo Investimentos’s Philip Morris PM Stock Holding History

Kapitalo Investimentos’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
-1,244
Closed -$150K – 268
2024
Q4 		$150K Buy
+1,244
New +$157K 0.1% 120
2024
Q2 		– Sell
-17,795
Closed -$1.63M – 273
2024
Q1 		$1.63M Sell
17,795
-68,405
-79% -$6.31M 0.36% 33
2023
Q4 		$8.11M Sell
86,200
-78,216
-48% -$7.21M 1.67% 14
2023
Q3 		$15.2M Buy
164,416
+20,871
+15% +$2.01M 2.07% 10
2023
Q2 		$14M Buy
143,545
+140,806
+5,141% +$13.5M 2.6% 8
2023
Q1 		$266K Buy
+2,739
New +$273K 0.09% 103

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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Kapitalo Investimentos's PM Position: Q1 2025 in Review

Kapitalo Investimentos sold out of Philip Morris (PM) in Q1 2025, closing a stake of 1,244 shares — an estimated $150K sold.

Kapitalo Investimentos first reported a position in PM in Q1 2023 and held it in 6 quarters. The position peaked at $15.2M in Q3 2023. 2,708 funds tracked by Wall St. Rank hold PM as of Q1 2025.

  • Kapitalo Investimentos reported no remaining Philip Morris position as of Q1 2025 after selling out during the quarter.
  • Kapitalo Investimentos sold 1,244 Philip Morris shares in Q1 2025, an estimated $150K.
  • Kapitalo Investimentos first reported a position in Philip Morris in Q1 2023 and held it in 6 quarters.
  • Kapitalo Investimentos's Philip Morris position peaked at $15.2M in Q3 2023.
  • 2,708 funds tracked by Wall St. Rank held Philip Morris as of Q1 2025.

Based on Kapitalo Investimentos's 13F filing for Q1 2025, filed 7 May 2025.