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Redwood Investment Management’s Philip Morris PM Stock Holding History

Redwood Investment Management’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
Q1 		– Sell
-15,327
Closed -$1.84M – 350
2024
Q4 		$1.84M Sell
15,327
-603
-4% -$76.1K 0.18% 116
2024
Q3 		$1.92M Sell
15,930
-5,387
-25% -$626K 0.17% 138
2024
Q2 		$2.17M Sell
21,317
-2,960
-12% -$289K 0.19% 108
2024
Q1 		$2.22M Buy
24,277
+117
+0.5% +$10.8K 0.21% 111
2023
Q4 		$2.27M Sell
24,160
-506
-2% -$46.6K 0.21% 106
2023
Q3 		$2.28M Buy
24,666
+4,068
+20% +$392K 0.2% 97
2023
Q2 		$2.01M Buy
20,598
+175
+0.9% +$16.7K 0.21% 106
2023
Q1 		$1.99M Buy
20,423
+824
+4% +$82.1K 0.21% 92
2022
Q4 		$1.98M Buy
+19,599
New +$1.85M 0.26% 90
2022
Q1 		– Sell
-18,201
Closed -$1.73M – 341
2021
Q4 		$1.73M Buy
18,201
+3,210
+21% +$300K 0.23% 102
2021
Q3 		$1.42M Buy
14,991
+637
+4% +$64.1K 0.2% 112
2021
Q2 		$1.42M Buy
14,354
+2,114
+17% +$203K 0.23% 100
2021
Q1 		$1.09M Sell
12,240
-290
-2% -$24.6K 0.21% 109
2020
Q4 		$1.04M Buy
12,530
+3,259
+35% +$254K 0.17% 102
2020
Q3 		$695K Sell
9,271
-755
-8% -$58.2K 0.17% 176
2020
Q2 		$702K Buy
+10,026
New +$731K 0.2% 131
2020
Q1 		– Sell
-4,853
Closed -$413K – 234
2019
Q4 		$413K Buy
4,853
+502
+12% +$41.4K 0.1% 197
2019
Q3 		$330K Buy
4,351
+310
+8% +$24.6K 0.09% 209
2019
Q2 		$317K Buy
4,041
+898
+29% +$74.2K 0.09% 216
2019
Q1 		$278K Buy
+3,143
New +$253K 0.12% 119
2018
Q4 		– Sell
-3,631
Closed -$296K – 107
2018
Q3 		$296K Buy
3,631
+712
+24% +$58.4K 0.11% 92
2018
Q2 		$236K Buy
2,919
+730
+33% +$62K 0.09% 101
2018
Q1 		$218K Buy
+2,189
New +$228K 0.07% 110

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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Redwood Investment Management's PM Position: Q1 2025 in Review

Redwood Investment Management sold out of Philip Morris (PM) in Q1 2025, closing a stake of 15,327 shares — an estimated $1.84M sold.

Redwood Investment Management first reported a position in PM in Q1 2018 and held it in 23 quarters. The position peaked at $2.28M in Q3 2023. 2,708 funds tracked by Wall St. Rank hold PM as of Q1 2025.

  • Redwood Investment Management reported no remaining Philip Morris position as of Q1 2025 after selling out during the quarter.
  • Redwood Investment Management sold 15,327 Philip Morris shares in Q1 2025, an estimated $1.84M.
  • Redwood Investment Management first reported a position in Philip Morris in Q1 2018 and held it in 23 quarters.
  • Redwood Investment Management's Philip Morris position peaked at $2.28M in Q3 2023.
  • 2,708 funds tracked by Wall St. Rank held Philip Morris as of Q1 2025.

Based on Redwood Investment Management's 13F filing for Q1 2025, filed 14 May 2025.