MWM
PM icon

Madison Wealth Management’s Philip Morris PM Stock Holding History

Madison 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
2021
Q2 		– Sell
-2,254
Closed -$200K – 147
2021
Q1 		$200K Sell
2,254
-1,173
-34% -$99.6K 0.05% 139
2020
Q4 		$284K Sell
3,427
-708
-17% -$55.1K 0.07% 126
2020
Q3 		$310K Sell
4,135
-450
-10% -$34.7K 0.09% 111
2020
Q2 		$321K Sell
4,585
-200
-4% -$14.6K 0.11% 99
2020
Q1 		$349K Sell
4,785
-420
-8% -$34.6K 0.14% 91
2019
Q4 		$443K Buy
+5,205
New +$429K 0.13% 104

Other funds holding PM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Madison Wealth Management's PM Position: Q2 2021 in Review

Madison Wealth Management sold out of Philip Morris (PM) in Q2 2021, closing a stake of 2,254 shares — an estimated $200K sold.

Madison Wealth Management first reported a position in PM in Q4 2019 and held it in 6 quarters. The position peaked at $443K in Q4 2019. 1,857 funds tracked by Wall St. Rank hold PM as of Q2 2021.

  • Madison Wealth Management reported no remaining Philip Morris position as of Q2 2021 after selling out during the quarter.
  • Madison Wealth Management sold 2,254 Philip Morris shares in Q2 2021, an estimated $200K.
  • Madison Wealth Management first reported a position in Philip Morris in Q4 2019 and held it in 6 quarters.
  • Madison Wealth Management's Philip Morris position peaked at $443K in Q4 2019.
  • 1,857 funds tracked by Wall St. Rank held Philip Morris as of Q2 2021.

Based on Madison Wealth Management's 13F filing for Q2 2021, filed 12 Aug 2021.