LSA
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Lion Street Advisors’s Philip Morris PM Stock Holding History

Lion Street Advisors’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
Q3 		$642K Buy
6,787
+2,178
+47% +$366K 0.22% 92
2025
Q2 		$839K Buy
4,609
+245
+6% +$42.1K 0.25% 89
2025
Q1 		$693K Buy
4,364
+231
+6% +$32.7K 0.22% 102
2024
Q4 		$497K Buy
4,133
+1,543
+60% +$195K 0.16% 137
2024
Q3 		$314K Sell
2,590
-2,978
-53% -$346K 0.11% 195
2024
Q2 		$564K Buy
5,568
+2,076
+59% +$203K 0.21% 105
2024
Q1 		$329K Hold
3,492
– – 0.13% 165
2023
Q4 		$329K Sell
3,492
-2,176
-38% -$200K 0.13% 165
2023
Q3 		$525K Sell
5,668
-1,127
-17% -$108K 0.17% 116
2023
Q2 		$642K Buy
6,795
+1,170
+21% +$112K 0.22% 92
2023
Q1 		$547K Sell
5,625
-739
-12% -$73.6K 0.17% 110
2022
Q4 		$602K Sell
6,364
-59
-0.9% -$5.57K 0.32% 49
2022
Q3 		$537K Buy
6,423
+59
+0.9% +$5.63K 0.27% 52
2022
Q2 		$599K Sell
6,364
-83
-1% -$8.46K 0.31% 50
2022
Q1 		$606K Buy
6,447
+7
+0.1% +$700 0.31% 47
2021
Q4 		$616K Buy
6,440
+76
+1% +$7.1K 0.3% 53
2021
Q3 		$600K Buy
+6,364
New +$640K 0.32% 48
2020
Q2 		– Sell
-109
Closed -$8K – 308
2020
Q1 		$8K Buy
+109
New +$8.97K 0.04% 190

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BlackRock
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Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return