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VitalStone Financial’s Philip Morris PM Stock Holding History

VitalStone Financial’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 		$52.2K Buy
430
+5
+1% +$581 0.04% 170
2024
Q2 		$43.1K Buy
425
+5
+1% +$489 0.03% 178
2024
Q1 		$38K Hold
420
– – 0.03% 188
2023
Q4 		$40K Hold
420
– – 0.03% 173
2023
Q3 		$38K Hold
420
– – 0.03% 145
2023
Q2 		$41K Buy
420
+380
+950% +$36.3K 0.02% 384
2023
Q1 		$4K Sell
40
-380
-90% -$37.9K ﹤0.01% 263
2022
Q4 		$42K Buy
+420
New +$39.6K 0.03% 182

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

VitalStone Financial's PM Position: Q3 2024 in Review

VitalStone Financial increased its Philip Morris (PM) stake by 1.2% in Q3 2024, buying an estimated $581 and bringing the position to 430 shares worth $52.2K. The position accounts for 0.04% of the portfolio, ranked #170.

VitalStone Financial first reported a position in PM in Q4 2022 and has held it in 8 quarters since. 2,345 funds tracked by Wall St. Rank hold PM as of Q3 2024.

  • VitalStone Financial held 430 shares of Philip Morris worth $52.2K as of Q3 2024.
  • VitalStone Financial bought 5 Philip Morris shares in Q3 2024, an estimated $581.
  • Philip Morris made up 0.04% of VitalStone Financial's portfolio in Q3 2024, its #170 holding.
  • VitalStone Financial first reported a position in Philip Morris in Q4 2022 and has held it in 8 quarters since.
  • 2,345 funds tracked by Wall St. Rank held Philip Morris as of Q3 2024.

Based on VitalStone Financial's 13F filing for Q3 2024, filed 11 Oct 2024.