MW
PM icon

Marcum Wealth’s Philip Morris PM Stock Holding History

Marcum Wealth’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
2025
Q1 		$2.48M Sell
15,615
-228
-1% -$32.3K 0.21% 53
2024
Q4 		$1.91M Sell
15,843
-9
-0.1% -$1.14K 0.17% 66
2024
Q3 		$1.92M Sell
15,852
-691
-4% -$80.3K 0.18% 62
2024
Q2 		$1.68M Buy
16,543
+69
+0.4% +$6.75K 0.17% 65
2024
Q1 		$1.51M Sell
16,474
-995
-6% -$91.8K 0.15% 70
2023
Q4 		$1.64M Sell
17,469
-340
-2% -$31.3K 0.17% 63
2023
Q3 		$1.65M Buy
17,809
+209
+1% +$20.1K 0.2% 58
2023
Q2 		$1.72M Buy
17,600
+166
+1% +$15.9K 0.2% 53
2023
Q1 		$1.7M Buy
17,434
+814
+5% +$81.1K 0.21% 52
2022
Q4 		$1.68M Sell
16,620
-1,350
-8% -$127K 0.22% 53
2022
Q3 		$1.49M Buy
17,970
+6,118
+52% +$583K 0.23% 55
2022
Q2 		$1.17M Buy
11,852
+241
+2% +$24.6K 0.18% 74
2022
Q1 		$1.09M Buy
11,611
+345
+3% +$34.5K 0.15% 88
2021
Q4 		$1.07M Buy
11,266
+703
+7% +$65.7K 0.15% 98
2021
Q3 		$1M Sell
10,563
-1,864
-15% -$187K 0.16% 93
2021
Q2 		$1.23M Sell
12,427
-44
-0.4% -$4.22K 0.2% 71
2021
Q1 		$1.11M Buy
12,471
+5,071
+69% +$431K 0.18% 75
2020
Q4 		$613K Buy
7,400
+875
+13% +$68.1K 0.14% 51
2020
Q3 		$489K Sell
6,525
-235
-3% -$18.1K 0.15% 48
2020
Q2 		$474K Sell
6,760
-301
-4% -$21.9K 0.15% 56
2020
Q1 		$515K Buy
7,061
+137
+2% +$11.3K 0.2% 37
2019
Q4 		$589K Buy
+6,924
New +$571K 0.22% 45

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Marcum Wealth's PM Position: Q1 2025 in Review

Marcum Wealth reduced its Philip Morris (PM) stake by 1.4% in Q1 2025, selling an estimated $32.3K and leaving 15,615 shares worth $2.48M. The position accounts for 0.21% of the portfolio, ranked #53.

Marcum Wealth first reported a position in PM in Q4 2019 and has held it in 22 quarters since. 2,709 funds tracked by Wall St. Rank hold PM as of Q1 2025.

  • Marcum Wealth held 15,615 shares of Philip Morris worth $2.48M as of Q1 2025.
  • Marcum Wealth sold 228 Philip Morris shares in Q1 2025, an estimated $32.3K.
  • Philip Morris made up 0.21% of Marcum Wealth's portfolio in Q1 2025, its #53 holding.
  • Marcum Wealth first reported a position in Philip Morris in Q4 2019 and has held it in 22 quarters since.
  • 2,709 funds tracked by Wall St. Rank held Philip Morris as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.