The Family Firm’s Philip Morris PM Stock Holding History

The Family Firm’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	–	Sell	-199	Closed	-$20.2K	–	669
2024 Q2	$20.2K	Buy	+199	New	+$19.5K	﹤0.01%	567

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

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

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

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

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

The Family Firm's PM Position: Q3 2024 in Review

The Family Firm sold out of Philip Morris (PM) in Q3 2024, closing a stake of 199 shares — an estimated $20.2K sold.

The Family Firm first reported a position in PM in Q2 2024 and held it in 1 quarter. The position peaked at $20.2K in Q2 2024. 2,345 funds tracked by Wall St. Rank hold PM as of Q3 2024.

The Family Firm reported no remaining Philip Morris position as of Q3 2024 after selling out during the quarter.
The Family Firm sold 199 Philip Morris shares in Q3 2024, an estimated $20.2K.
The Family Firm first reported a position in Philip Morris in Q2 2024 and held it in 1 quarter.
The Family Firm's Philip Morris position peaked at $20.2K in Q2 2024.
2,345 funds tracked by Wall St. Rank held Philip Morris as of Q3 2024.

Based on The Family Firm's 13F filing for Q3 2024, filed 17 Oct 2024.