LWM Advisory Services’s Philip Morris PM Stock Holding History

LWM Advisory Services’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
2022 Q4	–	Sell	-6,118	Closed	-$513K	–	118
2022 Q3	$513K	Buy	6,118 +949	+18%	+$90.5K	0.58%	52
2022 Q2	$510K	Buy	5,169 +1,538	+42%	+$157K	0.61%	48
2022 Q1	$342K	Buy	3,631 +530	+17%	+$53K	0.42%	72
2021 Q4	$295K	Buy	+3,101	New	+$290K	0.37%	81

Other funds holding PM

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

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

LWM Advisory Services's PM Position: Q4 2022 in Review

LWM Advisory Services sold out of Philip Morris (PM) in Q4 2022, closing a stake of 6,118 shares — an estimated $513K sold.

LWM Advisory Services first reported a position in PM in Q4 2021 and held it in 4 quarters. The position peaked at $513K in Q3 2022. 2,047 funds tracked by Wall St. Rank hold PM as of Q4 2022.

LWM Advisory Services reported no remaining Philip Morris position as of Q4 2022 after selling out during the quarter.
LWM Advisory Services sold 6,118 Philip Morris shares in Q4 2022, an estimated $513K.
LWM Advisory Services first reported a position in Philip Morris in Q4 2021 and held it in 4 quarters.
LWM Advisory Services's Philip Morris position peaked at $513K in Q3 2022.
2,047 funds tracked by Wall St. Rank held Philip Morris as of Q4 2022.

Based on LWM Advisory Services's 13F filing for Q4 2022, filed 7 Feb 2023.