Marion Wealth Management’s Philip Morris PM Stock Holding History

Marion 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
2023 Q4	–	Sell	-9,855	Closed	-$912K	–	128
2023 Q3	$912K	Buy	9,855 +254	+3%	+$24.4K	0.32%	61
2023 Q2	$937K	Buy	9,601 +291	+3%	+$27.8K	0.33%	61
2023 Q1	$905K	Buy	9,310 +603	+7%	+$60.1K	0.34%	60
2022 Q4	$881K	Buy	8,707 +1,334	+18%	+$126K	0.37%	58
2022 Q3	$612K	Buy	7,373 +1,002	+16%	+$95.6K	0.31%	66
2022 Q2	$629K	Sell	6,371 -103	-2%	-$10.5K	0.33%	69
2022 Q1	$608K	Buy	6,474 +40	+0.6%	+$4K	0.3%	72
2021 Q4	$611K	Buy	+6,434	New	+$601K	0.29%	74

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Marion Wealth Management's PM Position: Q4 2023 in Review

Marion Wealth Management sold out of Philip Morris (PM) in Q4 2023, closing a stake of 9,855 shares — an estimated $912K sold.

Marion Wealth Management first reported a position in PM in Q4 2021 and held it in 8 quarters. The position peaked at $937K in Q2 2023. 2,150 funds tracked by Wall St. Rank hold PM as of Q4 2023.

Marion Wealth Management reported no remaining Philip Morris position as of Q4 2023 after selling out during the quarter.
Marion Wealth Management sold 9,855 Philip Morris shares in Q4 2023, an estimated $912K.
Marion Wealth Management first reported a position in Philip Morris in Q4 2021 and held it in 8 quarters.
Marion Wealth Management's Philip Morris position peaked at $937K in Q2 2023.
2,150 funds tracked by Wall St. Rank held Philip Morris as of Q4 2023.

Based on Marion Wealth Management's 13F filing for Q4 2023, filed 10 Jan 2024.