Lenox Wealth Management’s Philip Morris PM Stock Holding History

Lenox 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
2020 Q2	$33K	Sell	466 -6	-1%	-$437	0.01%	304
2020 Q1	$34K	Sell	472 -40	-8%	-$3.29K	0.01%	275
2019 Q4	$44K	Sell	512 -122	-19%	-$10.1K	0.01%	279
2019 Q3	$48K	Buy	634 +35	+6%	+$2.77K	0.01%	272
2019 Q2	$47K	Sell	599 -64	-10%	-$5.29K	0.01%	254
2019 Q1	$59K	Sell	663 -10	-1%	-$805	0.02%	232
2018 Q4	$46K	Buy	673 +19	+3%	+$1.59K	0.02%	215
2018 Q3	$54K	Buy	654 +87	+15%	+$7.14K	0.02%	228
2018 Q2	$46K	Buy	567 +206	+57%	+$17.5K	0.01%	220
2018 Q1	$36K	Buy	361 +86	+31%	+$8.96K	0.01%	242
2017 Q4	$29K	Hold	275	–	–	0.01%	274
2017 Q3	$30K	Buy	275 +34	+14%	+$3.96K	0.01%	277
2017 Q2	$29K	Sell	241 -368	-60%	-$42.6K	0.01%	262
2017 Q1	$69K	Sell	609 -336	-36%	-$34.7K	0.05%	76
2016 Q4	$86K	Sell	945 -20	-2%	-$1.85K	0.07%	69
2016 Q3	$94K	Buy	965 +42	+5%	+$4.21K	0.07%	62
2016 Q2	$94K	Buy	923 +73	+9%	+$7.28K	0.07%	68
2016 Q1	$83K	Sell	850 -469	-36%	-$43K	0.06%	74
2015 Q4	$116K	Buy	1,319 +16	+1%	+$1.39K	0.09%	58
2015 Q3	$103K	Buy	1,303 +41	+3%	+$3.37K	0.08%	53
2015 Q2	$101K	Sell	1,262 -22	-2%	-$1.81K	0.07%	61
2015 Q1	$97K	Sell	1,284 -151	-11%	-$12.3K	0.07%	60
2014 Q4	$116K	Sell	1,435 -19	-1%	-$1.63K	0.08%	59
2014 Q3	$121K	Sell	1,454 -24	-2%	-$2.03K	0.08%	60
2014 Q2	$125K	Sell	1,478 -62	-4%	-$5.34K	0.09%	62
2014 Q1	$126K	Sell	1,540 -73	-5%	-$5.9K	0.06%	69
2013 Q4	$141K	Buy	+1,613	New	+$141K	0.09%	68

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 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 International Investors Los Angeles, California $427B AUM 29.17% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Lenox Wealth Management's PM Position: Q2 2020 in Review

Lenox Wealth Management reduced its Philip Morris (PM) stake by 1.3% in Q2 2020, selling an estimated $437 and leaving 466 shares worth $33K. The position accounts for 0.01% of the portfolio, ranked #304.

Lenox Wealth Management first reported a position in PM in Q4 2013 and has held it in 27 quarters since. The position peaked at $141K in Q4 2013. 1,661 funds tracked by Wall St. Rank hold PM as of Q2 2020.

Lenox Wealth Management held 466 shares of Philip Morris worth $33K as of Q2 2020.
Lenox Wealth Management sold 6 Philip Morris shares in Q2 2020, an estimated $437.
Philip Morris made up 0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #304 holding.
Lenox Wealth Management first reported a position in Philip Morris in Q4 2013 and has held it in 27 quarters since.
Lenox Wealth Management's Philip Morris position peaked at $141K in Q4 2013.
1,661 funds tracked by Wall St. Rank held Philip Morris as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.