Sweet Financial Partners’s Philip Morris PM Stock Holding History

Sweet Financial Partners’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 Q3	$408K	Sell	3,361 -68	-2%	-$7.9K	0.09%	139
2024 Q2	$347K	Buy	3,429 +6	+0.2%	+$587	0.08%	149
2024 Q1	$314K	Buy	3,423 +5	+0.1%	+$461	0.07%	160
2023 Q4	$322K	Buy	3,418 +5	+0.1%	+$461	0.08%	154
2023 Q3	$316K	Sell	3,413 -15,833	-82%	-$1.52M	0.08%	142
2023 Q2	$1.88M	Buy	19,246 +5,986	+45%	+$572K	0.49%	41
2023 Q1	$1.29M	Buy	13,260 +3,248	+32%	+$324K	0.36%	53
2022 Q4	$1.01M	Buy	10,012 +1,016	+11%	+$95.9K	0.3%	56
2022 Q3	$747K	Buy	8,996 +1,365	+18%	+$130K	0.24%	60
2022 Q2	$754K	Buy	7,631 +1,278	+20%	+$130K	0.24%	62
2022 Q1	$597K	Buy	+6,353	New	+$636K	0.16%	79

Other funds holding PM

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Sweet Financial Partners's PM Position: Q3 2024 in Review

Sweet Financial Partners reduced its Philip Morris (PM) stake by 2% in Q3 2024, selling an estimated $7.9K and leaving 3,361 shares worth $408K. The position accounts for 0.09% of the portfolio, ranked #139.

Sweet Financial Partners first reported a position in PM in Q1 2022 and has held it in 11 quarters since. The position peaked at $1.88M in Q2 2023. 2,348 funds tracked by Wall St. Rank hold PM as of Q3 2024.

Sweet Financial Partners held 3,361 shares of Philip Morris worth $408K as of Q3 2024.
Sweet Financial Partners sold 68 Philip Morris shares in Q3 2024, an estimated $7.9K.
Philip Morris made up 0.09% of Sweet Financial Partners's portfolio in Q3 2024, its #139 holding.
Sweet Financial Partners first reported a position in Philip Morris in Q1 2022 and has held it in 11 quarters since.
Sweet Financial Partners's Philip Morris position peaked at $1.88M in Q2 2023.
2,348 funds tracked by Wall St. Rank held Philip Morris as of Q3 2024.

Based on Sweet Financial Partners's 13F filing for Q3 2024, filed 16 Oct 2024.