Lehman & Derafelo Financial Resources’s Philip Morris PM Stock Holding History

Lehman & Derafelo Financial Resources’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
2022 Q4	$658K	Buy	+6,500	New	+$613K	0.2%	54

Other funds holding PM

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Lehman & Derafelo Financial Resources's PM Position: Q4 2022 in Review

Lehman & Derafelo Financial Resources opened a new position in Philip Morris (PM) in Q4 2022: 6,500 shares worth $658K. The stake represents 0.2% of the portfolio and ranks #54 among its holdings.

2,047 funds tracked by Wall St. Rank hold PM as of Q4 2022.

Lehman & Derafelo Financial Resources held 6,500 shares of Philip Morris worth $658K as of Q4 2022.
Philip Morris was a new Lehman & Derafelo Financial Resources position in Q4 2022.
Philip Morris made up 0.2% of Lehman & Derafelo Financial Resources's portfolio in Q4 2022, its #54 holding.
2,047 funds tracked by Wall St. Rank held Philip Morris as of Q4 2022.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q4 2022, filed 20 Jan 2023.