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Peterson Financial Group’s Philip Morris PM Stock Holding History

Peterson 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
2024
Q3 		$18.7K Buy
+154
New +$17.9K 0.07% 156
2022
Q3 		– Sell
-13,270
Closed -$1.31M – 80
2022
Q2 		$1.31M Buy
13,270
+671
+5% +$68.4K 1.23% 38
2022
Q1 		$1.18M Buy
12,599
+750
+6% +$75K 0.98% 41
2021
Q4 		$1.13M Buy
+11,849
New +$1.11M 0.92% 47

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

Peterson Financial Group's PM Position: Q3 2024 in Review

Peterson Financial Group opened a new position in Philip Morris (PM) in Q3 2024: 154 shares worth $18.7K. The stake represents 0.07% of the portfolio and ranks #156 among its holdings. This is a return to the name: Peterson Financial Group previously reported a position in PM as recently as Q2 2022.

Peterson Financial Group first reported a position in PM in Q4 2021 and has held it in 4 quarters since. The position peaked at $1.31M in Q2 2022. 2,345 funds tracked by Wall St. Rank hold PM as of Q3 2024.

  • Peterson Financial Group held 154 shares of Philip Morris worth $18.7K as of Q3 2024.
  • Philip Morris was a new Peterson Financial Group position in Q3 2024.
  • Philip Morris made up 0.07% of Peterson Financial Group's portfolio in Q3 2024, its #156 holding.
  • Peterson Financial Group first reported a position in Philip Morris in Q4 2021 and has held it in 4 quarters since.
  • Peterson Financial Group's Philip Morris position peaked at $1.31M in Q2 2022.
  • 2,345 funds tracked by Wall St. Rank held Philip Morris as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.