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Meixler Investment Management’s Philip Morris PM Stock Holding History

Meixler 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
2024
Q3 		– Sell
-21,583
Closed -$2.19M – 119
2024
Q2 		$2.19M Sell
21,583
-750
-3% -$73.3K 1.67% 14
2024
Q1 		$2.05M Sell
22,333
-3,213
-13% -$296K 1.53% 16
2023
Q4 		$2.4M Buy
25,546
+1,635
+7% +$151K 2% 11
2023
Q3 		$2.21M Sell
23,911
-7,532
-24% -$725K 1.98% 11
2023
Q2 		$3.07M Sell
31,443
-6,750
-18% -$645K 2.84% 7
2023
Q1 		$3.71M Buy
38,193
+528
+1% +$52.6K 3.6% 6
2022
Q4 		$3.81M Buy
37,665
+1,905
+5% +$180K 3.81% 6
2022
Q3 		$2.97M Buy
35,760
+3,089
+9% +$295K 3.47% 6
2022
Q2 		$3.23M Buy
32,671
+1,616
+5% +$165K 3.69% 6
2022
Q1 		$2.92M Buy
31,055
+3,426
+12% +$343K 2.85% 6
2021
Q4 		$2.63M Buy
+27,629
New +$2.58M 2.7% 7

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
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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Meixler Investment Management's PM Position: Q3 2024 in Review

Meixler Investment Management sold out of Philip Morris (PM) in Q3 2024, closing a stake of 21,583 shares — an estimated $2.19M sold.

Meixler Investment Management first reported a position in PM in Q4 2021 and held it in 11 quarters. The position peaked at $3.81M in Q4 2022. 2,345 funds tracked by Wall St. Rank hold PM as of Q3 2024.

  • Meixler Investment Management reported no remaining Philip Morris position as of Q3 2024 after selling out during the quarter.
  • Meixler Investment Management sold 21,583 Philip Morris shares in Q3 2024, an estimated $2.19M.
  • Meixler Investment Management first reported a position in Philip Morris in Q4 2021 and held it in 11 quarters.
  • Meixler Investment Management's Philip Morris position peaked at $3.81M in Q4 2022.
  • 2,345 funds tracked by Wall St. Rank held Philip Morris as of Q3 2024.

Based on Meixler Investment Management's 13F filing for Q3 2024, filed 4 Nov 2024.