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Leo Brokerage’s Philip Morris PM Stock Holding History

Leo Brokerage’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
Q2 		$337K Buy
3,453
+590
+21% +$56.4K 0.04% 227
2023
Q1 		$278K Buy
+2,863
New +$285K 0.04% 237
2021
Q3 		– Sell
-2,057
Closed -$204K – 196
2021
Q2 		$204K Buy
+2,057
New +$197K 0.04% 184

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 $846B AUM 46.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Leo Brokerage's PM Position: Q2 2023 in Review

Leo Brokerage increased its Philip Morris (PM) stake by 21% in Q2 2023, buying an estimated $56.4K and bringing the position to 3,453 shares worth $337K. The position accounts for 0.04% of the portfolio, ranked #227.

Leo Brokerage first reported a position in PM in Q2 2021 and has held it in 3 quarters since. 2,033 funds tracked by Wall St. Rank hold PM as of Q2 2023.

  • Leo Brokerage held 3,453 shares of Philip Morris worth $337K as of Q2 2023.
  • Leo Brokerage bought 590 Philip Morris shares in Q2 2023, an estimated $56.4K.
  • Philip Morris made up 0.04% of Leo Brokerage's portfolio in Q2 2023, its #227 holding.
  • Leo Brokerage first reported a position in Philip Morris in Q2 2021 and has held it in 3 quarters since.
  • 2,033 funds tracked by Wall St. Rank held Philip Morris as of Q2 2023.

Based on Leo Brokerage's 13F filing for Q2 2023, filed 25 Jul 2023.