Sanctuary Wealth Management’s Philip Morris PM Stock Holding History

Sanctuary Wealth 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
2024 Q4	$321K	Hold	2,666	–	–	0.21%	35
2024 Q3	$324K	Hold	2,666	–	–	0.23%	35
2024 Q2	$270K	Hold	2,666	–	–	0.2%	37
2024 Q1	$244K	Hold	2,666	–	–	0.2%	37
2023 Q4	$251K	Hold	2,666	–	–	0.24%	30
2023 Q3	$247K	Sell	2,666 -65	-2%	-$6.26K	0.27%	31
2023 Q2	$267K	Buy	+2,731	New	+$261K	0.28%	31
2022 Q4	$287K	Hold	2,831	–	–	0.33%	23
2022 Q3	$235K	Hold	2,831	–	–	0.3%	27
2022 Q2	$280K	Hold	2,831	–	–	0.34%	24
2022 Q1	$266K	Hold	2,831	–	–	0.29%	30
2021 Q4	$269K	Sell	2,831 -200	-7%	-$18.7K	0.29%	30
2021 Q3	$287K	Buy	3,031 +191	+7%	+$19.2K	0.32%	25
2021 Q2	$281K	Hold	2,840	–	–	0.34%	29
2021 Q1	$252K	Sell	2,840 -50	-2%	-$4.25K	0.32%	27
2020 Q4	$239K	Hold	2,890	–	–	0.29%	31
2020 Q3	$217K	Hold	2,890	–	–	0.21%	29
2020 Q2	$202K	Sell	2,890 -173	-6%	-$12.6K	0.21%	30
2020 Q1	$223K	Sell	3,063 -115	-4%	-$9.46K	0.3%	19
2019 Q4	$270K	Sell	3,178 -92	-3%	-$7.58K	0.3%	18
2019 Q3	$248K	Hold	3,270	–	–	0.25%	20
2019 Q2	$257K	Hold	3,270	–	–	0.24%	24
2019 Q1	$218K	Hold	3,270	–	–	0.23%	18
2018 Q4	$218K	Hold	3,270	–	–	0.23%	18
2018 Q3	$267K	Hold	3,270	–	–	0.23%	15
2018 Q2	$264K	Hold	3,270	–	–	0.23%	16
2018 Q1	$325K	Hold	3,270	–	–	0.27%	12
2017 Q4	$345K	Buy	+3,270	New	+$348K	0.31%	12

Other funds holding PM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Sanctuary Wealth Management's PM Position: Q4 2024 in Review

Sanctuary Wealth Management held its Philip Morris (PM) position steady in Q4 2024 at 2,666 shares worth $321K. The position accounts for 0.21% of the portfolio, ranked #35.

Sanctuary Wealth Management first reported a position in PM in Q4 2017 and has held it in 28 quarters since. The position peaked at $345K in Q4 2017. 2,515 funds tracked by Wall St. Rank hold PM as of Q4 2024.

Sanctuary Wealth Management held 2,666 shares of Philip Morris worth $321K as of Q4 2024.
Sanctuary Wealth Management left its Philip Morris share count unchanged in Q4 2024.
Philip Morris made up 0.21% of Sanctuary Wealth Management's portfolio in Q4 2024, its #35 holding.
Sanctuary Wealth Management first reported a position in Philip Morris in Q4 2017 and has held it in 28 quarters since.
Sanctuary Wealth Management's Philip Morris position peaked at $345K in Q4 2017.
2,515 funds tracked by Wall St. Rank held Philip Morris as of Q4 2024.

Based on Sanctuary Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.