PM β€” PHILIP MORRIS INTL INC

Ownership history in Drucker Wealth 3.0, LLC  Β·  7 quarters on record

This page tracks every 13F SEC filing in which Drucker Wealth 3.0, LLC reported a position in PHILIP MORRIS INTL INC (PM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
1.46% (2025 Q1)
πŸ“Š Avg. % of fund
1.19%
πŸ“… First filed
2024 Q2
πŸ“… Last filed
2025 Q4
⏱ Quarters held
7

Position Intelligence

Drucker Wealth 3.0, LLC Γ— PM AI Analytics

πŸ“ˆ Drucker Wealth 3.0, LLC outperformed the S&P 500 by +15.1% annually on this PM position. Timing score: 50% (2/4 decisions correct). Average cost basis: $114.94. Maximum drawdown during holding period: –10.9%.

πŸ“ˆ Position Alpha vs SPY
+15.1%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 15.1% per year on this position.
5 quarters analyzed

⏱️ Timing Score
50%

➑️ Neutral timing β€” roughly coin-flip accuracy on add/trim calls.
2 of 4 add/trim decisions correct

πŸ’° Entry Quality
$114.94
+38.3% vs current ($158.98)

Best entry: $114.94 (2024 Q3)  Β·  Worst: $114.94 (2024 Q3)

πŸ›‘οΈ Drawdown Resilience
–10.9%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
33%
buy-side decisions

2 adds Β· 4 trims. Bought during 0 of 1 down-price quarters. πŸ“‰ Predominantly trimming β€” distribution phase.

πŸ“‘ Position Trajectory
↓ Shrinking
last 4–5 quarters trend

πŸ“‰ Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 0.85% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    PM price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 30,104 -2,447 -7.5% 0.85% $4.8M $158.98
2025 Q3 REDUCED 32,551 -6,522 -16.7% 0.94% $5.3M $157.83
2025 Q2 REDUCED 39,073 -2,667 -6.4% 1.34% $7.0M $177.22
2025 Q1 REDUCED 41,740 -2,293 -5.2% 1.46% $6.6M $153.30
2024 Q4 UNCHANGED 44,033 β€” 0% 1.28% $5.3M $115.21
2024 Q3 ADDED 44,033 +1,001 +2.3% 1.28% $5.3M $114.94
2024 Q2 INITIATED 43,032 β€” β€” 1.16% $4.4M β€”
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