KIG
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Kowal Investment Group’s Philip Morris PM Stock Holding History

Kowal Investment Group’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
Q3 		$1.11M Sell
9,147
-1
-0% -$116 0.2% 71
2024
Q2 		$927K Sell
9,148
-3,707
-29% -$362K 0.19% 74
2024
Q1 		$1.18M Buy
12,855
+2,029
+19% +$187K 0.25% 62
2023
Q4 		$1.02M Sell
10,826
-2,513
-19% -$232K 0.24% 59
2023
Q3 		$1.23M Buy
13,339
+249
+2% +$24K 0.33% 40
2023
Q2 		$1.28M Buy
13,090
+83
+0.6% +$7.93K 0.34% 40
2023
Q1 		$1.26M Buy
13,007
+501
+4% +$49.9K 0.36% 39
2022
Q4 		$1.27M Sell
12,506
-131
-1% -$12.4K 0.38% 37
2022
Q3 		$1.05M Buy
12,637
+568
+5% +$54.2K 0.36% 34
2022
Q2 		$1.19M Buy
12,069
+1,404
+13% +$143K 0.39% 29
2022
Q1 		$1M Buy
10,665
+525
+5% +$52.5K 0.31% 32
2021
Q4 		$963K Buy
10,140
+582
+6% +$54.4K 0.29% 32
2021
Q3 		$906K Sell
9,558
-512
-5% -$51.5K 0.29% 30
2021
Q2 		$998K Sell
10,070
-33
-0.3% -$3.17K 0.36% 24
2021
Q1 		$897K Buy
10,103
+647
+7% +$54.9K 0.36% 26
2020
Q4 		$767K Buy
+9,456
New +$736K 0.36% 28

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

Kowal Investment Group's PM Position: Q3 2024 in Review

Kowal Investment Group reduced its Philip Morris (PM) stake by 0.01% in Q3 2024, selling an estimated $116 and leaving 9,147 shares worth $1.11M. The position accounts for 0.2% of the portfolio, ranked #71.

Kowal Investment Group first reported a position in PM in Q4 2020 and has held it in 16 quarters since. The position peaked at $1.28M in Q2 2023. 2,345 funds tracked by Wall St. Rank hold PM as of Q3 2024.

  • Kowal Investment Group held 9,147 shares of Philip Morris worth $1.11M as of Q3 2024.
  • Kowal Investment Group sold 1 Philip Morris share in Q3 2024, an estimated $116.
  • Philip Morris made up 0.2% of Kowal Investment Group's portfolio in Q3 2024, its #71 holding.
  • Kowal Investment Group first reported a position in Philip Morris in Q4 2020 and has held it in 16 quarters since.
  • Kowal Investment Group's Philip Morris position peaked at $1.28M in Q2 2023.
  • 2,345 funds tracked by Wall St. Rank held Philip Morris as of Q3 2024.

Based on Kowal Investment Group's 13F filing for Q3 2024, filed 16 Oct 2024.