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WMS Partners’s Pitney Bowes PBI Stock Holding History

WMS Partners’s Portfolio PBI Stock Details PBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-28,813
Closed -$209K – 195
2024
Q4 		$209K Buy
28,813
+2,514
+10% +$18.7K 0.01% 283
2024
Q3 		$188K Buy
26,299
+72
+0.3% +$486 0.01% 287
2024
Q2 		$133K Buy
26,227
+9,477
+57% +$45.3K 0.01% 259
2024
Q1 		$72.5K Hold
16,750
– – 0.01% 266
2023
Q4 		$73.7K Hold
16,750
– – 0.01% 251
2023
Q3 		$50.6K Buy
+16,750
New +$57.4K ﹤0.01% 255

Other funds holding PBI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HCM
Hestia Capital Management Cranberry Township, Pennsylvania $111M AUM 21.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PC
Permit Capital West Conshohocken, Pennsylvania $294M AUM 27.9% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

WMS Partners's PBI Position: Q1 2025 in Review

WMS Partners sold out of Pitney Bowes (PBI) in Q1 2025, closing a stake of 28,813 shares — an estimated $209K sold.

WMS Partners first reported a position in PBI in Q3 2023 and held it in 6 quarters. The position peaked at $209K in Q4 2024. 314 funds tracked by Wall St. Rank hold PBI as of Q1 2025.

  • WMS Partners reported no remaining Pitney Bowes position as of Q1 2025 after selling out during the quarter.
  • WMS Partners sold 28,813 Pitney Bowes shares in Q1 2025, an estimated $209K.
  • WMS Partners first reported a position in Pitney Bowes in Q3 2023 and held it in 6 quarters.
  • WMS Partners's Pitney Bowes position peaked at $209K in Q4 2024.
  • 314 funds tracked by Wall St. Rank held Pitney Bowes as of Q1 2025.

Based on WMS Partners's 13F filing for Q1 2025.