PPP
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Private Portfolio Partners’s Philip Morris PM Stock Holding History

Private Portfolio 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
2024
Q4 		$232K Buy
1,928
+17
+0.9% +$2.15K 0.04% 270
2024
Q3 		$232K Buy
+1,911
New +$222K 0.04% 267
2024
Q2 		– Sell
-1,967
Closed -$180K – 212
2024
Q1 		$180K Buy
+1,967
New +$181K 0.04% 267
2023
Q4 		– Sell
-2,675
Closed -$248K – 267
2023
Q3 		$248K Sell
2,675
-110
-4% -$10.6K 0.06% 222
2023
Q2 		$272K Buy
2,785
+4
+0.1% +$382 0.07% 212
2023
Q1 		$270K Sell
2,781
-474
-15% -$47.2K 0.07% 197
2022
Q4 		$329K Sell
3,255
-155
-5% -$14.6K 0.09% 189
2022
Q3 		$283K Buy
3,410
+74
+2% +$7.06K 0.08% 199
2022
Q2 		$329K Sell
3,336
-198
-6% -$20.2K 0.09% 182
2022
Q1 		$332K Sell
3,534
-59
-2% -$5.9K 0.08% 210
2021
Q4 		$341K Buy
3,593
+73
+2% +$6.82K 0.09% 202
2021
Q3 		$334K Buy
+3,520
New +$354K 0.1% 194
2019
Q3 		– Sell
-7,434
Closed -$584K – 220
2019
Q2 		$584K Buy
7,434
+3,592
+93% +$297K 0.25% 110
2019
Q1 		$340K Buy
3,842
+16
+0.4% +$1.29K 0.18% 132
2018
Q4 		$255K Buy
+3,826
New +$320K 0.16% 142

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

Private Portfolio Partners's PM Position: Q4 2024 in Review

Private Portfolio Partners increased its Philip Morris (PM) stake by 0.89% in Q4 2024, buying an estimated $2.15K and bringing the position to 1,928 shares worth $232K. The position accounts for 0.04% of the portfolio, ranked #270.

Private Portfolio Partners first reported a position in PM in Q4 2018 and has held it in 15 quarters since. The position peaked at $584K in Q2 2019. 2,515 funds tracked by Wall St. Rank hold PM as of Q4 2024.

  • Private Portfolio Partners held 1,928 shares of Philip Morris worth $232K as of Q4 2024.
  • Private Portfolio Partners bought 17 Philip Morris shares in Q4 2024, an estimated $2.15K.
  • Philip Morris made up 0.04% of Private Portfolio Partners's portfolio in Q4 2024, its #270 holding.
  • Private Portfolio Partners first reported a position in Philip Morris in Q4 2018 and has held it in 15 quarters since.
  • Private Portfolio Partners's Philip Morris position peaked at $584K in Q2 2019.
  • 2,515 funds tracked by Wall St. Rank held Philip Morris as of Q4 2024.

Based on Private Portfolio Partners's 13F filing for Q4 2024, filed 12 Feb 2025.