Advisors Capital Management’s Philip Morris PM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$122M Sell
674,460
-90,893
-12% -$15.8M 1.29% 15
2026
Q1
$127M Buy
765,353
+35,171
+5% +$6.11M 1.47% 10
2025
Q4
$117M Buy
730,182
+31,290
+4% +$4.85M 1.38% 14
2025
Q3
$113M Buy
698,892
+23,939
+4% +$4.03M 1.4% 12
2025
Q2
$123M Buy
674,953
+10,875
+2% +$1.87M 1.68% 5
2025
Q1
$105M Sell
664,078
-12,546
-2% -$1.78M 1.63% 8
2024
Q4
$81.4M Buy
676,624
+7,465
+1% +$942K 1.28% 12
2024
Q3
$81.2M Buy
669,159
+10,751
+2% +$1.25M 1.32% 12
2024
Q2
$66.7M Buy
658,408
+18,719
+3% +$1.83M 1.16% 14
2024
Q1
$58.6M Buy
639,689
+45,805
+8% +$4.22M 1.07% 16
2023
Q4
$55.9M Sell
593,884
-7,776
-1% -$716K 1.14% 13
2023
Q3
$55.7M Buy
601,660
+20,884
+4% +$2.01M 1.41% 9
2023
Q2
$56.7M Buy
580,776
+10,616
+2% +$1.01M 1.35% 10
2023
Q1
$55.4M Buy
570,160
+16,984
+3% +$1.69M 1.44% 7
2022
Q4
$56M Buy
553,176
+15,918
+3% +$1.5M 1.52% 9
2022
Q3
$50.5M Buy
537,258
+34,182
+7% +$3.26M 1.35% 14
2022
Q2
$49.7M Buy
503,076
+20,803
+4% +$2.12M 1.51% 9
2022
Q1
$45.3M Sell
482,273
-21,127
-4% -$2.11M 1.24% 16
2021
Q4
$47.8M Buy
503,400
+27,319
+6% +$2.55M 1.3% 10
2021
Q3
$45.1M Buy
476,081
+20,231
+4% +$2.04M 1.38% 8
2021
Q2
$45.2M Buy
455,850
+15,597
+4% +$1.5M 1.43% 7
2021
Q1
$39.1M Buy
440,253
+38,908
+10% +$3.3M 1.37% 14
2020
Q4
$33.2M Buy
401,345
+12,862
+3% +$1M 1.27% 16
2020
Q3
$29.1M Buy
388,483
+23,107
+6% +$1.78M 1.36% 12
2020
Q2
$25.6M Buy
365,376
+285,210
+356% +$20.8M 1.27% 18
2020
Q1
$5.85M Buy
80,166
+5,814
+8% +$478K 0.37% 72
2019
Q4
$6.33M Buy
74,352
+10,513
+16% +$866K 0.3% 91
2019
Q3
$4.85M Sell
63,839
-169,238
-73% -$13.4M 0.26% 92
2019
Q2
$18.3M Buy
233,077
+20,053
+9% +$1.66M 1.09% 26
2019
Q1
$18.8M Sell
213,024
-23,822
-10% -$1.92M 1.17% 16
2018
Q4
$15.8M Buy
236,846
+40,746
+21% +$3.4M 1.15% 19
2018
Q3
$16M Buy
196,100
+5,859
+3% +$481K 1.05% 28
2018
Q2
$15.4M Buy
190,241
+15,146
+9% +$1.29M 1.06% 28
2018
Q1
$17.4M Buy
175,095
+13,780
+9% +$1.44M 1.32% 19
2017
Q4
$17M Buy
161,315
+6,413
+4% +$683K 1.35% 17
2017
Q3
$17.2M Buy
154,902
+1,254
+0.8% +$146K 1.39% 15
2017
Q2
$18M Sell
153,648
-8,955
-6% -$1.04M 1.48% 15
2017
Q1
$18.4M Buy
162,603
+82,957
+104% +$8.56M 1.58% 14
2016
Q4
$7.29M Buy
79,646
+7,826
+11% +$725K 0.7% 56
2016
Q3
$6.98M Buy
+71,820
New +$7.19M 0.68% 58

Other funds holding PM

Advisors Capital Management's PM Position: Q2 2026 in Review

Advisors Capital Management reduced its Philip Morris (PM) stake by 12% in Q2 2026, selling an estimated $15.8M and leaving 674,460 shares worth $122M. The position accounts for 1.29% of the portfolio, ranked #15.

Advisors Capital Management first reported a position in PM in Q3 2016 and has held it in 40 quarters since. The position peaked at $127M in Q1 2026. 2,912 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Advisors Capital Management held 674,460 shares of Philip Morris worth $122M as of Q2 2026.
  • Advisors Capital Management sold 90,893 Philip Morris shares in Q2 2026, an estimated $15.8M.
  • Philip Morris made up 1.29% of Advisors Capital Management's portfolio in Q2 2026, its #15 holding.
  • Advisors Capital Management first reported a position in Philip Morris in Q3 2016 and has held it in 40 quarters since.
  • Advisors Capital Management's Philip Morris position peaked at $127M in Q1 2026.
  • 2,912 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Advisors Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.