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Retirement Group’s Philip Morris PM Stock Holding History

Retirement Group’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
Q1 		$99.5K Sell
1,086
-150
-12% -$13.8K 0.04% 162
2023
Q4 		$116K Buy
1,236
+50
+4% +$4.61K 0.05% 145
2023
Q3 		$110K Sell
1,186
-17
-1% -$1.64K 0.05% 141
2023
Q2 		$117K Hold
1,203
– – 0.05% 133
2023
Q1 		$117K Hold
1,203
– – 0.05% 126
2022
Q4 		$122K Buy
1,203
+1,036
+620% +$97.8K 0.06% 111
2022
Q3 		$14K Sell
167
-927
-85% -$88.4K 0.01% 222
2022
Q2 		$108K Sell
1,094
-69
-6% -$7.04K 0.04% 146
2022
Q1 		$109K Hold
1,163
– – 0.04% 163
2021
Q4 		$110K Hold
1,163
– – 0.05% 160
2021
Q3 		$110K Hold
1,163
– – 0.05% 156
2021
Q2 		$115K Hold
1,163
– – 0.06% 149
2021
Q1 		$103K Hold
1,163
– – 0.05% 181
2020
Q4 		$96K Hold
1,163
– – 0.04% 189
2020
Q3 		$87K Buy
1,163
+501
+76% +$38.7K 0.05% 190
2020
Q2 		$46K Buy
+662
New +$48.3K 0.03% 244
2019
Q4 		$46K Buy
+543
New +$44.8K 0.03% 240

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Retirement Group's PM Position: Q1 2024 in Review

Retirement Group reduced its Philip Morris (PM) stake by 12% in Q1 2024, selling an estimated $13.8K and leaving 1,086 shares worth $99.5K. The position accounts for 0.04% of the portfolio, ranked #162.

Retirement Group first reported a position in PM in Q4 2019 and has held it in 17 quarters since. The position peaked at $122K in Q4 2022. 2,152 funds tracked by Wall St. Rank hold PM as of Q1 2024.

  • Retirement Group held 1,086 shares of Philip Morris worth $99.5K as of Q1 2024.
  • Retirement Group sold 150 Philip Morris shares in Q1 2024, an estimated $13.8K.
  • Philip Morris made up 0.04% of Retirement Group's portfolio in Q1 2024, its #162 holding.
  • Retirement Group first reported a position in Philip Morris in Q4 2019 and has held it in 17 quarters since.
  • Retirement Group's Philip Morris position peaked at $122K in Q4 2022.
  • 2,152 funds tracked by Wall St. Rank held Philip Morris as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.