Studio Investment Management’s Philip Morris PM Stock Holding History

Studio Investment 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
2025 Q2	–	Sell	-435	Closed	-$69.6K	–	273
2025 Q1	$69.6K	Buy	435 +15	+4%	+$2.13K	0.01%	195
2024 Q4	$51.1K	Hold	420	–	–	0.01%	196
2024 Q3	$51.6K	Hold	420	–	–	0.01%	192
2024 Q2	$43.7K	Hold	420	–	–	0.01%	184
2024 Q1	$39K	Hold	420	–	–	0.01%	189
2023 Q4	$39.5K	Hold	420	–	–	0.01%	180
2023 Q3	$39.4K	Hold	420	–	–	0.01%	175
2023 Q2	$41.5K	Sell	420 -8	-2%	-$764	0.01%	174
2023 Q1	$42.2K	Hold	428	–	–	0.01%	159
2022 Q4	$43.3K	Buy	428 +108	+34%	+$10.2K	0.01%	137
2022 Q3	$26.6K	Buy	+320	New	+$30.5K	0.01%	141

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

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

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

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

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

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

Studio Investment Management's PM Position: Q2 2025 in Review

Studio Investment Management sold out of Philip Morris (PM) in Q2 2025, closing a stake of 435 shares — an estimated $69.6K sold.

Studio Investment Management first reported a position in PM in Q3 2022 and held it in 11 quarters. The position peaked at $69.6K in Q1 2025. 2,842 funds tracked by Wall St. Rank hold PM as of Q2 2025.

Studio Investment Management reported no remaining Philip Morris position as of Q2 2025 after selling out during the quarter.
Studio Investment Management sold 435 Philip Morris shares in Q2 2025, an estimated $69.6K.
Studio Investment Management first reported a position in Philip Morris in Q3 2022 and held it in 11 quarters.
Studio Investment Management's Philip Morris position peaked at $69.6K in Q1 2025.
2,842 funds tracked by Wall St. Rank held Philip Morris as of Q2 2025.

Based on Studio Investment Management's 13F filing for Q2 2025, filed 30 Jul 2025.