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Sargent Bickham Lagudis’s Philip Morris PM Stock Holding History

Sargent Bickham Lagudis’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
2022
Q4 		$296K Buy
2,927
+5
+0.2% +$472 0.02% 231
2022
Q3 		$243K Buy
2,922
+11
+0.4% +$1.05K 0.02% 227
2022
Q2 		$287K Buy
2,911
+3
+0.1% +$306 0.02% 217
2022
Q1 		$273K Sell
2,908
-156
-5% -$15.6K 0.02% 221
2021
Q4 		$291K Sell
3,064
-1,996
-39% -$187K 0.02% 210
2021
Q3 		$480K Sell
5,060
-403
-7% -$40.5K 0.04% 173
2021
Q2 		$541K Buy
5,463
+410
+8% +$39.3K 0.04% 164
2021
Q1 		$448K Sell
5,053
-1,591
-24% -$135K 0.04% 171
2020
Q4 		$550K Buy
6,644
+2,164
+48% +$168K 0.05% 145
2020
Q3 		$336K Buy
4,480
+1,598
+55% +$123K 0.03% 172
2020
Q2 		$202K Sell
2,882
-347
-11% -$25.3K 0.02% 204
2020
Q1 		$236K Buy
3,229
+1,883
+140% +$155K 0.03% 187
2019
Q4 		$115K Buy
1,346
+357
+36% +$29.4K 0.01% 266
2019
Q3 		$75K Buy
989
+3
+0.3% +$238 0.01% 288
2019
Q2 		$77K Buy
986
+3
+0.3% +$248 0.01% 310
2019
Q1 		$87K Buy
983
+4
+0.4% +$322 0.01% 309
2018
Q4 		$65K Buy
979
+103
+12% +$8.6K 0.01% 327
2018
Q3 		$71K Sell
876
-108
-11% -$8.87K 0.01% 314
2018
Q2 		$79K Buy
984
+152
+18% +$12.9K 0.01% 299
2018
Q1 		$83K Buy
832
+2
+0.2% +$208 0.01% 288
2017
Q4 		$88K Sell
830
-1,947
-70% -$207K 0.01% 293
2017
Q3 		$308K Buy
2,777
+1,951
+236% +$227K 0.04% 172
2017
Q2 		$97K Buy
826
+114
+16% +$13.2K 0.01% 275
2017
Q1 		$80K Buy
712
+217
+44% +$22.4K 0.01% 296
2016
Q4 		$45K Sell
495
-212
-30% -$19.6K 0.01% 357
2016
Q3 		$69 Buy
707
+162
+30% +$16.2K 0.01% 301
2016
Q2 		$55K Buy
545
+150
+38% +$15K 0.01% 331
2016
Q1 		$39K Buy
+395
New +$36.2K 0.01% 399

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 International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Sargent Bickham Lagudis's PM Position: Q4 2022 in Review

Sargent Bickham Lagudis increased its Philip Morris (PM) stake by 0.17% in Q4 2022, buying an estimated $472 and bringing the position to 2,927 shares worth $296K. The position accounts for 0.02% of the portfolio, ranked #231.

Sargent Bickham Lagudis first reported a position in PM in Q1 2016 and has held it in 28 quarters since. The position peaked at $550K in Q4 2020. 2,047 funds tracked by Wall St. Rank hold PM as of Q4 2022.

  • Sargent Bickham Lagudis held 2,927 shares of Philip Morris worth $296K as of Q4 2022.
  • Sargent Bickham Lagudis bought 5 Philip Morris shares in Q4 2022, an estimated $472.
  • Philip Morris made up 0.02% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #231 holding.
  • Sargent Bickham Lagudis first reported a position in Philip Morris in Q1 2016 and has held it in 28 quarters since.
  • Sargent Bickham Lagudis's Philip Morris position peaked at $550K in Q4 2020.
  • 2,047 funds tracked by Wall St. Rank held Philip Morris as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.