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Sugarloaf Wealth Management’s Philip Morris PM Stock Holding History

Sugarloaf Wealth 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
2024
Q4 		$273K Buy
2,267
+12
+0.5% +$1.51K 0.05% 131
2024
Q3 		$274K Buy
2,255
+15
+0.7% +$1.74K 0.05% 128
2024
Q2 		$227K Buy
2,240
+16
+0.7% +$1.56K 0.05% 129
2024
Q1 		$204K Sell
2,224
-158
-7% -$14.6K 0.04% 145
2023
Q4 		$224K Sell
2,382
-61
-2% -$5.62K 0.05% 129
2023
Q3 		$226K Buy
2,443
+16
+0.7% +$1.54K 0.06% 111
2023
Q2 		$237K Sell
2,427
-92
-4% -$8.79K 0.06% 112
2023
Q1 		$245K Sell
2,519
-81
-3% -$8.07K 0.06% 117
2022
Q4 		$263K Buy
2,600
+99
+4% +$9.34K 0.07% 108
2022
Q3 		$208K Buy
2,501
+63
+3% +$6.01K 0.05% 114
2022
Q2 		$241K Buy
2,438
+16
+0.7% +$1.63K 0.06% 106
2022
Q1 		$228K Buy
2,422
+15
+0.6% +$1.5K 0.05% 114
2021
Q4 		$229K Buy
2,407
+15
+0.6% +$1.4K 0.05% 115
2021
Q3 		$227K Buy
2,392
+14
+0.6% +$1.41K 0.06% 113
2021
Q2 		$236K Buy
2,378
+16
+0.7% +$1.53K 0.06% 110
2021
Q1 		$210 Buy
2,362
+17
+0.7% +$1.44K 0.06% 119
2020
Q4 		$194K Sell
2,345
-1,033
-31% -$80.4K 0.06% 119
2020
Q3 		$246K Sell
3,378
-359
-10% -$27.7K 0.09% 92
2020
Q2 		$262K Buy
3,737
+20
+0.5% +$1.46K 0.1% 90
2020
Q1 		$271K Sell
3,717
-308
-8% -$25.3K 0.12% 86
2019
Q4 		$342K Buy
+4,025
New +$332K 0.15% 92

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Sugarloaf Wealth Management's PM Position: Q4 2024 in Review

Sugarloaf Wealth Management increased its Philip Morris (PM) stake by 0.53% in Q4 2024, buying an estimated $1.51K and bringing the position to 2,267 shares worth $273K. The position accounts for 0.05% of the portfolio, ranked #131.

Sugarloaf Wealth Management first reported a position in PM in Q4 2019 and has held it in 21 quarters since. The position peaked at $342K in Q4 2019. 2,515 funds tracked by Wall St. Rank hold PM as of Q4 2024.

  • Sugarloaf Wealth Management held 2,267 shares of Philip Morris worth $273K as of Q4 2024.
  • Sugarloaf Wealth Management bought 12 Philip Morris shares in Q4 2024, an estimated $1.51K.
  • Philip Morris made up 0.05% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #131 holding.
  • Sugarloaf Wealth Management first reported a position in Philip Morris in Q4 2019 and has held it in 21 quarters since.
  • Sugarloaf Wealth Management's Philip Morris position peaked at $342K in Q4 2019.
  • 2,515 funds tracked by Wall St. Rank held Philip Morris as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.