Ownership history in MCMORGAN & CO LLC Β· 17 quarters on record
This page tracks every 13F SEC filing in which MCMORGAN & CO 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.
π MCMORGAN & CO LLC outperformed the S&P 500 by +7.5% annually on this PM position. Timing score: 47% (7/15 decisions correct). Average cost basis: $82.48. Maximum drawdown during holding period: β14.7%.
π₯ Exceptional β beat the S&P 500 by 7.5% per year on this position.
16 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
7 of 15 add/trim decisions correct
Best entry: $76.59 (2021 Q3) Β· Worst: $177.22 (2025 Q2)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
5 adds Β· 11 trims. Bought during 1 of 5 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.12% of portfolio
β 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.
As of 2025 Q4 β sorted by position size