Ownership history in Net Worth Advisory Group Β· 5 quarters on record
This page tracks every 13F SEC filing in which Net Worth Advisory Group 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 Net Worth Advisory Group outperformed the S&P 500 by +20.8% annually on this PM position. Timing score: 75% (3/4 decisions correct). Average cost basis: $116.88. Maximum drawdown during holding period: β10.9%.
π₯ Exceptional β beat the S&P 500 by 20.8% per year on this position.
4 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
3 of 4 add/trim decisions correct
Best entry: $114.94 (2024 Q3) Β· Worst: $177.22 (2025 Q2)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
4 adds Β· 1 trim. Bought during 0 of 1 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.32% 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