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Planning Capital Management Corporation’s Philip Morris PM Stock Holding History

Planning Capital Management Corporation’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 		$213K Buy
1,758
+39
+2% +$4.53K 0.14% 84
2024
Q2 		$174K Sell
1,719
-202
-11% -$19.8K 0.12% 95
2024
Q1 		$176K Sell
1,921
-191
-9% -$17.6K 0.13% 95
2023
Q4 		$199K Buy
+2,112
New +$195K 0.16% 84

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

Planning Capital Management Corporation's PM Position: Q3 2024 in Review

Planning Capital Management Corporation increased its Philip Morris (PM) stake by 2.3% in Q3 2024, buying an estimated $4.53K and bringing the position to 1,758 shares worth $213K. The position accounts for 0.14% of the portfolio, ranked #84.

Planning Capital Management Corporation first reported a position in PM in Q4 2023 and has held it in 4 quarters since. 2,345 funds tracked by Wall St. Rank hold PM as of Q3 2024.

  • Planning Capital Management Corporation held 1,758 shares of Philip Morris worth $213K as of Q3 2024.
  • Planning Capital Management Corporation bought 39 Philip Morris shares in Q3 2024, an estimated $4.53K.
  • Philip Morris made up 0.14% of Planning Capital Management Corporation's portfolio in Q3 2024, its #84 holding.
  • Planning Capital Management Corporation first reported a position in Philip Morris in Q4 2023 and has held it in 4 quarters since.
  • 2,345 funds tracked by Wall St. Rank held Philip Morris as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.