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Planned Solutions’s Philip Morris PM Stock Holding History

Planned Solutions’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
Q4 		– Sell
-650
Closed -$78.9K – 486
2024
Q3 		$78.9K Buy
+650
New +$75.5K 0.03% 240
2024
Q1 		– Sell
-100
Closed -$9.41K – 418
2023
Q4 		$9.41K Buy
+100
New +$9.21K ﹤0.01% 428
2021
Q1 		– Sell
-1,465
Closed -$121K – 312
2020
Q4 		$121K Buy
1,465
+300
+26% +$23.4K 0.1% 82
2020
Q3 		$87K Buy
+1,165
New +$89.9K 0.09% 90

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Planned Solutions's PM Position: Q4 2024 in Review

Planned Solutions sold out of Philip Morris (PM) in Q4 2024, closing a stake of 650 shares — an estimated $78.9K sold.

Planned Solutions first reported a position in PM in Q3 2020 and held it in 4 quarters. The position peaked at $121K in Q4 2020. 2,515 funds tracked by Wall St. Rank hold PM as of Q4 2024.

  • Planned Solutions reported no remaining Philip Morris position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 650 Philip Morris shares in Q4 2024, an estimated $78.9K.
  • Planned Solutions first reported a position in Philip Morris in Q3 2020 and held it in 4 quarters.
  • Planned Solutions's Philip Morris position peaked at $121K in Q4 2020.
  • 2,515 funds tracked by Wall St. Rank held Philip Morris as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.