Lumature Wealth Partners’s Philip Morris PM Stock Holding History

Lumature Wealth Partners’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	$42.6K	Hold	436	–	–	0.03%	227
2023 Q1	$42.4K	Hold	436	–	–	0.02%	224
2022 Q4	$44.1K	Hold	436	–	–	0.02%	225
2022 Q3	$36K	Hold	436	–	–	0.02%	246
2022 Q2	$43K	Buy	436 +137	+46%	+$14K	0.02%	242
2022 Q1	$28K	Buy	299 +4	+1%	+$400	0.01%	293
2021 Q4	$28K	Hold	295	–	–	0.01%	274
2021 Q3	$28K	Hold	295	–	–	0.01%	264
2021 Q2	$29K	Hold	295	–	–	0.01%	252
2021 Q1	$26K	Buy	+295	New	+$25.1K	0.01%	253

Other funds holding PM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lumature Wealth Partners's PM Position: Q2 2023 in Review

Lumature Wealth Partners held its Philip Morris (PM) position steady in Q2 2023 at 436 shares worth $42.6K. The position accounts for 0.03% of the portfolio, ranked #227.

Lumature Wealth Partners first reported a position in PM in Q1 2021 and has held it in 10 quarters since. The position peaked at $44.1K in Q4 2022. 2,032 funds tracked by Wall St. Rank hold PM as of Q2 2023.

Lumature Wealth Partners held 436 shares of Philip Morris worth $42.6K as of Q2 2023.
Lumature Wealth Partners left its Philip Morris share count unchanged in Q2 2023.
Philip Morris made up 0.03% of Lumature Wealth Partners's portfolio in Q2 2023, its #227 holding.
Lumature Wealth Partners first reported a position in Philip Morris in Q1 2021 and has held it in 10 quarters since.
Lumature Wealth Partners's Philip Morris position peaked at $44.1K in Q4 2022.
2,032 funds tracked by Wall St. Rank held Philip Morris as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.