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Schechter Investment Advisors’s Philip Morris PM Stock Holding History

Schechter Investment 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
2025
Q1 		$4.31M Sell
27,123
-1,681
-6% -$238K 0.35% 57
2024
Q4 		$3.47M Sell
28,804
-40
-0.1% -$5.05K 0.27% 75
2024
Q3 		$3.5M Sell
28,844
-1,685
-6% -$196K 0.26% 75
2024
Q2 		$3.09M Buy
30,529
+362
+1% +$35.4K 0.23% 83
2024
Q1 		$2.76M Buy
30,167
+1,438
+5% +$133K 0.21% 92
2023
Q4 		$2.7M Buy
28,729
+2,501
+10% +$230K 0.23% 81
2023
Q3 		$2.43M Buy
26,228
+4,503
+21% +$433K 0.24% 80
2023
Q2 		$2.12M Buy
21,725
+2,488
+13% +$238K 0.19% 103
2023
Q1 		$1.87M Sell
19,237
-3,077
-14% -$307K 0.17% 117
2022
Q4 		$2.26M Buy
22,314
+2,002
+10% +$189K 0.21% 96
2022
Q3 		$1.69M Sell
20,312
-2,628
-11% -$251K 0.17% 134
2022
Q2 		$2.27M Sell
22,940
-356
-2% -$36.3K 0.22% 78
2022
Q1 		$2.19M Sell
23,296
-1,257
-5% -$126K 0.2% 94
2021
Q4 		$2.33M Buy
+24,553
New +$2.29M 0.21% 91

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

Schechter Investment Advisors's PM Position: Q1 2025 in Review

Schechter Investment Advisors reduced its Philip Morris (PM) stake by 5.8% in Q1 2025, selling an estimated $238K and leaving 27,123 shares worth $4.31M. The position accounts for 0.35% of the portfolio, ranked #57.

Schechter Investment Advisors first reported a position in PM in Q4 2021 and has held it in 14 quarters since. 2,708 funds tracked by Wall St. Rank hold PM as of Q1 2025.

  • Schechter Investment Advisors held 27,123 shares of Philip Morris worth $4.31M as of Q1 2025.
  • Schechter Investment Advisors sold 1,681 Philip Morris shares in Q1 2025, an estimated $238K.
  • Philip Morris made up 0.35% of Schechter Investment Advisors's portfolio in Q1 2025, its #57 holding.
  • Schechter Investment Advisors first reported a position in Philip Morris in Q4 2021 and has held it in 14 quarters since.
  • 2,708 funds tracked by Wall St. Rank held Philip Morris as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.