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Lindbrook Capital’s Philip Morris PM Stock Holding History

Lindbrook Capital’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
2025
Q1 		$2.7M Sell
16,994
-266
-2% -$37.7K 0.25% 62
2024
Q4 		$2.08M Buy
17,260
+144
+0.8% +$18.2K 0.19% 74
2024
Q3 		$2.08M Sell
17,116
-624
-4% -$72.5K 0.18% 80
2024
Q2 		$1.8M Buy
17,740
+4,637
+35% +$453K 0.17% 86
2024
Q1 		$1.2M Sell
13,103
-789
-6% -$72.8K 0.11% 113
2023
Q4 		$1.31M Buy
13,892
+2,232
+19% +$206K 0.13% 97
2023
Q3 		$1.08M Buy
11,660
+2,348
+25% +$226K 0.12% 101
2023
Q2 		$909K Sell
9,312
-1,000
-10% -$95.5K 0.1% 125
2023
Q1 		$1M Sell
10,312
-502
-5% -$50K 0.12% 110
2022
Q4 		$1.09M Buy
10,814
+1,140
+12% +$108K 0.13% 108
2022
Q3 		$803K Buy
9,674
+208
+2% +$19.8K 0.14% 94
2022
Q2 		$935K Buy
9,466
+542
+6% +$55.3K 0.15% 90
2022
Q1 		$838K Sell
8,924
-245
-3% -$24.5K 0.13% 105
2021
Q4 		$871K Buy
9,169
+7,256
+379% +$678K 0.13% 94
2021
Q3 		$181K Buy
1,913
+49
+3% +$4.93K 0.05% 171
2021
Q2 		$185K Hold
1,864
– – 0.04% 181
2021
Q1 		$165K Sell
1,864
-700
-27% -$59.4K 0.04% 183
2020
Q4 		$212K Buy
2,564
+269
+12% +$20.9K 0.05% 136
2020
Q3 		$172K Buy
2,295
+59
+3% +$4.55K 0.05% 141
2020
Q2 		$157K Sell
2,236
-382
-15% -$27.9K 0.05% 143
2020
Q1 		$191K Sell
2,618
-693
-21% -$57K 0.07% 103
2019
Q4 		$282K Buy
3,311
+569
+21% +$46.9K 0.1% 101
2019
Q3 		$208K Sell
2,742
-1
-0% -$79 0.08% 128
2019
Q2 		$215K Buy
2,743
+952
+53% +$78.6K 0.08% 123
2019
Q1 		$158K Buy
1,791
+102
+6% +$8.21K 0.06% 162
2018
Q4 		$112K Buy
+1,689
New +$141K 0.06% 177

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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Lindbrook Capital's PM Position: Q1 2025 in Review

Lindbrook Capital reduced its Philip Morris (PM) stake by 1.5% in Q1 2025, selling an estimated $37.7K and leaving 16,994 shares worth $2.7M. The position accounts for 0.25% of the portfolio, ranked #62.

Lindbrook Capital first reported a position in PM in Q4 2018 and has held it in 26 quarters since. 2,709 funds tracked by Wall St. Rank hold PM as of Q1 2025.

  • Lindbrook Capital held 16,994 shares of Philip Morris worth $2.7M as of Q1 2025.
  • Lindbrook Capital sold 266 Philip Morris shares in Q1 2025, an estimated $37.7K.
  • Philip Morris made up 0.25% of Lindbrook Capital's portfolio in Q1 2025, its #62 holding.
  • Lindbrook Capital first reported a position in Philip Morris in Q4 2018 and has held it in 26 quarters since.
  • 2,709 funds tracked by Wall St. Rank held Philip Morris as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.