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Menard Financial Group’s Philip Morris PM Stock Holding History

Menard Financial Group’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 		– Sell
-38
Closed -$4.57K – 253
2024
Q4 		$4.57K Buy
+38
New +$4.79K ﹤0.01% 252
2020
Q4 		– Sell
-4,547
Closed -$341K – 154
2020
Q3 		$341K Sell
4,547
-179
-4% -$13.8K 0.39% 71
2020
Q2 		$331K Buy
+4,726
New +$345K 0.41% 59

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

Menard Financial Group's PM Position: Q1 2025 in Review

Menard Financial Group sold out of Philip Morris (PM) in Q1 2025, closing a stake of 38 shares — an estimated $4.57K sold.

Menard Financial Group first reported a position in PM in Q2 2020 and held it in 3 quarters. The position peaked at $341K in Q3 2020. 2,708 funds tracked by Wall St. Rank hold PM as of Q1 2025.

  • Menard Financial Group reported no remaining Philip Morris position as of Q1 2025 after selling out during the quarter.
  • Menard Financial Group sold 38 Philip Morris shares in Q1 2025, an estimated $4.57K.
  • Menard Financial Group first reported a position in Philip Morris in Q2 2020 and held it in 3 quarters.
  • Menard Financial Group's Philip Morris position peaked at $341K in Q3 2020.
  • 2,708 funds tracked by Wall St. Rank held Philip Morris as of Q1 2025.

Based on Menard Financial Group's 13F filing for Q1 2025, filed 8 May 2025.