MIM
PM icon

Macroview Investment Management’s Philip Morris PM Stock Holding History

Macroview Investment 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
2023
Q4 		– Sell
-74
Closed -$6.85K – 790
2023
Q3 		$6.85K Buy
+74
New +$7.12K 0.01% 342
2020
Q2 		– Sell
-53
Closed -$4K – 375
2020
Q1 		$4K Hold
53
– – 0.01% 157
2019
Q4 		$5K Sell
53
-450
-89% -$37.1K 0.01% 169
2019
Q3 		$38K Sell
503
-39
-7% -$3.09K 0.08% 77
2019
Q2 		$43K Buy
542
+39
+8% +$3.22K 0.11% 77
2019
Q1 		$44K Hold
503
– – 0.11% 76
2018
Q4 		$34K Hold
503
– – 0.11% 84
2018
Q3 		$41K Buy
503
+53
+12% +$4.35K 0.13% 74
2018
Q2 		$36K Hold
450
– – 0.13% 72
2018
Q1 		$45K Hold
450
– – 0.16% 61
2017
Q4 		$48K Hold
450
– – 0.23% 42
2017
Q3 		$50K Hold
450
– – 0.25% 39
2017
Q2 		$53K Hold
450
– – 0.29% 36
2017
Q1 		$51K Hold
450
– – 0.29% 35
2016
Q4 		$41K Hold
450
– – 0.22% 37
2016
Q3 		$44K Hold
450
– – 0.2% 34
2016
Q2 		$46K Hold
450
– – 0.2% 34
2016
Q1 		$44K Sell
450
-150
-25% -$13.8K 0.19% 33
2015
Q4 		$53K Hold
600
– – 0.17% 40
2015
Q3 		$48K Hold
600
– – 0.09% 40
2015
Q2 		$48K Sell
600
-358
-37% -$29.5K 0.05% 38
2015
Q1 		$72K Buy
958
+2
+0.2% +$162 0.07% 45
2014
Q4 		$78K Buy
956
+77
+9% +$6.61K 0.08% 46
2014
Q3 		$73K Sell
879
-23
-3% -$1.95K 0.1% 42
2014
Q2 		$76K Buy
902
+1
+0.1% +$86 0.1% 42
2014
Q1 		$74K Buy
901
+27
+3% +$2.18K 0.11% 43
2013
Q4 		$76K Buy
874
+77
+10% +$6.72K 0.14% 36
2013
Q3 		$69K Buy
797
+1
+0.1% +$87 0.12% 35
2013
Q2 		$69K Buy
+796
New +$74K 0.07% 31

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Macroview Investment Management's PM Position: Q4 2023 in Review

Macroview Investment Management sold out of Philip Morris (PM) in Q4 2023, closing a stake of 74 shares — an estimated $6.85K sold.

Macroview Investment Management first reported a position in PM in Q2 2013 and held it in 29 quarters. The position peaked at $78K in Q4 2014. 2,150 funds tracked by Wall St. Rank hold PM as of Q4 2023.

  • Macroview Investment Management reported no remaining Philip Morris position as of Q4 2023 after selling out during the quarter.
  • Macroview Investment Management sold 74 Philip Morris shares in Q4 2023, an estimated $6.85K.
  • Macroview Investment Management first reported a position in Philip Morris in Q2 2013 and held it in 29 quarters.
  • Macroview Investment Management's Philip Morris position peaked at $78K in Q4 2014.
  • 2,150 funds tracked by Wall St. Rank held Philip Morris as of Q4 2023.

Based on Macroview Investment Management's 13F filing for Q4 2023, filed 30 Jan 2024.