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Long Island Wealth Management’s Philip Morris PM Stock Holding History

Long Island 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
2024
Q1 		– Sell
-183
Closed -$17K – 314
2023
Q4 		$17K Buy
+183
New +$16.9K 0.01% 176

Other funds holding PM

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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Long Island Wealth Management's PM Position: Q1 2024 in Review

Long Island Wealth Management sold out of Philip Morris (PM) in Q1 2024, closing a stake of 183 shares — an estimated $17K sold.

Long Island Wealth Management first reported a position in PM in Q4 2023 and held it in 1 quarter. The position peaked at $17K in Q4 2023. 2,152 funds tracked by Wall St. Rank hold PM as of Q1 2024.

  • Long Island Wealth Management reported no remaining Philip Morris position as of Q1 2024 after selling out during the quarter.
  • Long Island Wealth Management sold 183 Philip Morris shares in Q1 2024, an estimated $17K.
  • Long Island Wealth Management first reported a position in Philip Morris in Q4 2023 and held it in 1 quarter.
  • Long Island Wealth Management's Philip Morris position peaked at $17K in Q4 2023.
  • 2,152 funds tracked by Wall St. Rank held Philip Morris as of Q1 2024.

Based on Long Island Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.