RFA
PM icon

Reilly Financial Advisors’s Philip Morris PM Stock Holding History

Reilly Financial Advisors’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
2016
Q2 		– Sell
-4,734
Closed -$464K – 938
2016
Q1 		$464K Buy
4,734
+554
+13% +$50.8K 0.08% 117
2015
Q4 		$367K Buy
+4,180
New +$363K 0.06% 133

Other funds holding PM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Reilly Financial Advisors's PM Position: Q4 2021 in Review

Reilly Financial Advisors increased its Philip Morris (PM) stake by 9.1% in Q4 2021, buying an estimated $14.5K and bringing the position to 1,855 shares worth $176K. The position accounts for 0.01% of the portfolio, ranked #220.

Reilly Financial Advisors first reported a position in PM in Q2 2013 and has held it in 33 quarters since. The position peaked at $8.39M in Q3 2014. 1,965 funds tracked by Wall St. Rank hold PM as of Q4 2021.

  • Reilly Financial Advisors held 1,855 shares of Philip Morris worth $176K as of Q4 2021.
  • Reilly Financial Advisors bought 155 Philip Morris shares in Q4 2021, an estimated $14.5K.
  • Philip Morris made up 0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #220 holding.
  • Reilly Financial Advisors first reported a position in Philip Morris in Q2 2013 and has held it in 33 quarters since.
  • Reilly Financial Advisors's Philip Morris position peaked at $8.39M in Q3 2014.
  • 1,965 funds tracked by Wall St. Rank held Philip Morris as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.