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Kolinsky Wealth Management’s Philip Morris PM Stock Holding History

Kolinsky 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
Q4 		$835K Buy
6,938
+6
+0.1% +$757 0.51% 28
2024
Q3 		$842K Sell
6,932
-421
-6% -$48.9K 0.55% 33
2024
Q2 		$745K Buy
7,353
+2,522
+52% +$247K 0.53% 36
2024
Q1 		$443K Buy
4,831
+155
+3% +$14.3K 0.34% 70
2023
Q4 		$440K Sell
4,676
-315
-6% -$29K 0.39% 63
2023
Q3 		$462K Sell
4,991
-431
-8% -$41.5K 0.46% 47
2023
Q2 		$530K Buy
5,422
+308
+6% +$29.4K 0.5% 39
2023
Q1 		$497K Buy
5,114
+522
+11% +$52K 0.53% 39
2022
Q4 		$465K Buy
4,592
+321
+8% +$30.3K 0.53% 38
2022
Q3 		$355K Buy
4,271
+109
+3% +$10.4K 0.44% 48
2022
Q2 		$411K Buy
4,162
+122
+3% +$12.4K 0.49% 44
2022
Q1 		$380K Buy
4,040
+676
+20% +$67.6K 0.37% 53
2021
Q4 		$320K Buy
+3,364
New +$314K 0.3% 90

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 $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Kolinsky Wealth Management's PM Position: Q4 2024 in Review

Kolinsky Wealth Management increased its Philip Morris (PM) stake by 0.09% in Q4 2024, buying an estimated $757 and bringing the position to 6,938 shares worth $835K. The position accounts for 0.51% of the portfolio, ranked #28.

Kolinsky Wealth Management first reported a position in PM in Q4 2021 and has held it in 13 quarters since. The position peaked at $842K in Q3 2024. 2,520 funds tracked by Wall St. Rank hold PM as of Q4 2024.

  • Kolinsky Wealth Management held 6,938 shares of Philip Morris worth $835K as of Q4 2024.
  • Kolinsky Wealth Management bought 6 Philip Morris shares in Q4 2024, an estimated $757.
  • Philip Morris made up 0.51% of Kolinsky Wealth Management's portfolio in Q4 2024, its #28 holding.
  • Kolinsky Wealth Management first reported a position in Philip Morris in Q4 2021 and has held it in 13 quarters since.
  • Kolinsky Wealth Management's Philip Morris position peaked at $842K in Q3 2024.
  • 2,520 funds tracked by Wall St. Rank held Philip Morris as of Q4 2024.

Based on Kolinsky Wealth Management's 13F filing for Q4 2024, filed 18 Feb 2025.