Stumpf Capital Management’s Philip Morris PM Stock Holding History

Stumpf Capital 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
2020 Q3	$202K	Buy	+2,700	New	+$208K	0.38%	11
2020 Q1	–	Sell	-2,600	Closed	-$221K	–	12
2019 Q4	$221K	Buy	+2,600	New	+$214K	0.17%	14
2019 Q3	–	Sell	-2,600	Closed	-$204K	–	15
2019 Q2	$204K	Hold	2,600	–	–	0.17%	12
2019 Q1	$230K	Hold	2,600	–	–	0.24%	13
2018 Q4	$174K	Hold	2,600	–	–	0.18%	12
2018 Q3	$212K	Hold	2,600	–	–	0.19%	12
2018 Q2	$210K	Hold	2,600	–	–	0.2%	12
2018 Q1	$258K	Hold	2,600	–	–	0.26%	11
2017 Q4	$275K	Buy	+2,600	New	+$277K	0.25%	9

Other funds holding PM

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Stumpf Capital Management's PM Position: Q3 2020 in Review

Stumpf Capital Management opened a new position in Philip Morris (PM) in Q3 2020: 2,700 shares worth $202K. The stake represents 0.38% of the portfolio and ranks #11 among its holdings. This is a return to the name: Stumpf Capital Management previously reported a position in PM as recently as Q4 2019.

Stumpf Capital Management first reported a position in PM in Q4 2017 and has held it in 9 quarters since. The position peaked at $275K in Q4 2017. 1,678 funds tracked by Wall St. Rank hold PM as of Q3 2020.

Stumpf Capital Management held 2,700 shares of Philip Morris worth $202K as of Q3 2020.
Philip Morris was a new Stumpf Capital Management position in Q3 2020.
Philip Morris made up 0.38% of Stumpf Capital Management's portfolio in Q3 2020, its #11 holding.
Stumpf Capital Management first reported a position in Philip Morris in Q4 2017 and has held it in 9 quarters since.
Stumpf Capital Management's Philip Morris position peaked at $275K in Q4 2017.
1,678 funds tracked by Wall St. Rank held Philip Morris as of Q3 2020.

Based on Stumpf Capital Management's 13F filing for Q3 2020, filed 16 Nov 2020.