LSAG
PM icon

Lake Street Advisors Group’s Philip Morris PM Stock Holding History

Lake Street Advisors 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
Q4 		$1.03M Buy
8,491
+721
+9% +$91K 0.05% 222
2024
Q3 		$954K Buy
7,770
+246
+3% +$28.6K 0.04% 222
2024
Q2 		$772K Buy
7,524
+294
+4% +$28.7K 0.04% 255
2024
Q1 		$672K Buy
7,230
+306
+4% +$28.2K 0.03% 292
2023
Q4 		$660K Buy
+6,924
New +$638K 0.03% 283
2021
Q3 		– Sell
-5,094
Closed -$510K – 375
2021
Q2 		$510K Buy
5,094
+224
+5% +$21.5K 0.04% 163
2021
Q1 		$432K Buy
4,870
+107
+2% +$9.09K 0.04% 176
2020
Q4 		$394K Sell
4,763
-139
-3% -$10.8K 0.03% 180
2020
Q3 		$368K Buy
4,902
+15
+0.3% +$1.16K 0.03% 174
2020
Q2 		$342K Sell
4,887
-504
-9% -$36.7K 0.03% 178
2020
Q1 		$393K Buy
5,391
+1,501
+39% +$124K 0.05% 134
2019
Q4 		$331K Buy
+3,890
New +$321K 0.03% 173
2019
Q3 		– Sell
-2,906
Closed -$228K – 242
2019
Q2 		$228K Sell
2,906
-477
-14% -$39.4K 0.02% 188
2019
Q1 		$299K Buy
+3,383
New +$272K 0.03% 152
2018
Q4 		– Sell
-3,929
Closed -$320K – 216
2018
Q3 		$320K Sell
3,929
-2,046
-34% -$168K 0.04% 130
2018
Q2 		$482K Sell
5,975
-625
-9% -$53K 0.05% 159
2018
Q1 		$656K Sell
6,600
-1,912
-22% -$199K 0.07% 103
2017
Q4 		$899K Buy
+8,512
New +$907K 0.1% 77

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Lake Street Advisors Group's PM Position: Q4 2024 in Review

Lake Street Advisors Group increased its Philip Morris (PM) stake by 9.3% in Q4 2024, buying an estimated $91K and bringing the position to 8,491 shares worth $1.03M. The position accounts for 0.05% of the portfolio, ranked #222.

Lake Street Advisors Group first reported a position in PM in Q4 2017 and has held it in 18 quarters since. 2,516 funds tracked by Wall St. Rank hold PM as of Q4 2024.

  • Lake Street Advisors Group held 8,491 shares of Philip Morris worth $1.03M as of Q4 2024.
  • Lake Street Advisors Group bought 721 Philip Morris shares in Q4 2024, an estimated $91K.
  • Philip Morris made up 0.05% of Lake Street Advisors Group's portfolio in Q4 2024, its #222 holding.
  • Lake Street Advisors Group first reported a position in Philip Morris in Q4 2017 and has held it in 18 quarters since.
  • 2,516 funds tracked by Wall St. Rank held Philip Morris as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.