Leelyn Smith’s Philip Morris PM Stock Holding History

Leelyn Smith’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
2023 Q1	–	Sell	-1,378	Closed	-$139K	–	333
2022 Q4	$139K	Buy	1,378 +520	+61%	+$49.1K	0.04%	125
2022 Q3	$71K	Sell	858 -2,758	-76%	-$263K	0.02%	130
2022 Q2	$358K	Buy	3,616 +1,966	+119%	+$200K	0.09%	100
2022 Q1	$155K	Sell	1,650 -50	-3%	-$5K	0.04%	125
2021 Q4	$162K	Hold	1,700	–	–	0.04%	123
2021 Q3	$161K	Sell	1,700 -100	-6%	-$10.1K	0.05%	121
2021 Q2	$178K	Hold	1,800	–	–	0.05%	121
2021 Q1	$160K	Hold	1,800	–	–	0.05%	128
2020 Q4	$149K	Sell	1,800 -246	-12%	-$19.2K	0.05%	131
2020 Q3	$153K	Buy	2,046 +132	+7%	+$10.2K	0.05%	131
2020 Q2	$134K	Hold	1,914	–	–	0.06%	136
2020 Q1	$140K	Buy	1,914 +561	+41%	+$46.2K	0.07%	121
2019 Q4	$116	Buy	+1,353	New	+$112K	0.06%	143

Other funds holding PM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Leelyn Smith's PM Position: Q1 2023 in Review

Leelyn Smith sold out of Philip Morris (PM) in Q1 2023, closing a stake of 1,378 shares — an estimated $139K sold.

Leelyn Smith first reported a position in PM in Q4 2019 and held it in 13 quarters. The position peaked at $358K in Q2 2022. 2,044 funds tracked by Wall St. Rank hold PM as of Q1 2023.

Leelyn Smith reported no remaining Philip Morris position as of Q1 2023 after selling out during the quarter.
Leelyn Smith sold 1,378 Philip Morris shares in Q1 2023, an estimated $139K.
Leelyn Smith first reported a position in Philip Morris in Q4 2019 and held it in 13 quarters.
Leelyn Smith's Philip Morris position peaked at $358K in Q2 2022.
2,044 funds tracked by Wall St. Rank held Philip Morris as of Q1 2023.

Based on Leelyn Smith's 13F filing for Q1 2023, filed 12 May 2023.