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Sugar Maple Asset Management’s Philip Morris PM Stock Holding History

Sugar Maple Asset 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
Q1 		– Sell
-110
Closed -$13.2K – 366
2024
Q4 		$13.2K Buy
+110
New +$13.9K 0.01% 194

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

Sugar Maple Asset Management's PM Position: Q1 2025 in Review

Sugar Maple Asset Management sold out of Philip Morris (PM) in Q1 2025, closing a stake of 110 shares — an estimated $13.2K sold.

Sugar Maple Asset Management first reported a position in PM in Q4 2024 and held it in 1 quarter. The position peaked at $13.2K in Q4 2024. 2,709 funds tracked by Wall St. Rank hold PM as of Q1 2025.

  • Sugar Maple Asset Management reported no remaining Philip Morris position as of Q1 2025 after selling out during the quarter.
  • Sugar Maple Asset Management sold 110 Philip Morris shares in Q1 2025, an estimated $13.2K.
  • Sugar Maple Asset Management first reported a position in Philip Morris in Q4 2024 and held it in 1 quarter.
  • Sugar Maple Asset Management's Philip Morris position peaked at $13.2K in Q4 2024.
  • 2,709 funds tracked by Wall St. Rank held Philip Morris as of Q1 2025.

Based on Sugar Maple Asset Management's 13F filing for Q1 2025, filed 10 Apr 2025.