PP
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Patron Partners’s Philip Morris PM Stock Holding History

Patron Partners’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
Q3 		– Sell
-1,543
Closed -$281K – 180
2025
Q2 		$281K Sell
1,543
-63
-4% -$10.8K 0.14% 149
2025
Q1 		$255K Buy
+1,606
New +$227K 0.14% 149
2024
Q4 		– Sell
-1,651
Closed -$200K – 181
2024
Q3 		$200K Buy
+1,651
New +$192K 0.11% 166
2023
Q3 		– Sell
-2,197
Closed -$214K – 176
2023
Q2 		$214K Hold
2,197
– – 0.15% 150
2023
Q1 		$214K Buy
+2,197
New +$219K 0.16% 146

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BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return