Ancora Advisors’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 | $1.12M | Sell |
6,208
-576
| -8% | -$99.9K | 0.02% | 408 |
|
|
2026
Q1 | $1.12M | Sell |
6,784
-66
| -1% | -$11.5K | 0.02% | 384 |
|
|
2025
Q4 | $1.1M | Buy |
6,850
+782
| +13% | +$121K | 0.02% | 384 |
|
|
2025
Q3 | $984K | Sell |
6,068
-179
| -3% | -$30.1K | 0.02% | 426 |
|
|
2025
Q2 | $1.14M | Sell |
6,247
-18
| -0.3% | -$3.09K | 0.02% | 378 |
|
|
2025
Q1 | $994K | Sell |
6,265
-326
| -5% | -$46.2K | 0.02% | 394 |
|
|
2024
Q4 | $793K | Buy |
6,591
+24
| +0.4% | +$3.03K | 0.02% | 445 |
|
|
2024
Q3 | $797K | Sell |
6,567
-1,109
| -14% | -$129K | 0.02% | 430 |
|
|
2024
Q2 | $778K | Sell |
7,676
-331
| -4% | -$32.4K | 0.02% | 426 |
|
|
2024
Q1 | $734K | Buy |
8,007
+18
| +0.2% | +$1.66K | 0.02% | 441 |
|
|
2023
Q4 | $752K | Sell |
7,989
-1,222
| -13% | -$113K | 0.02% | 424 |
|
|
2023
Q3 | $853K | Sell |
9,211
-82
| -0.9% | -$7.89K | 0.02% | 376 |
|
|
2023
Q2 | $907K | Buy |
9,293
+185
| +2% | +$17.7K | 0.02% | 363 |
|
|
2023
Q1 | $886K | Sell |
9,108
-197
| -2% | -$19.6K | 0.03% | 367 |
|
|
2022
Q4 | $942K | Buy |
9,305
+1
| +0% | +$94 | 0.03% | 367 |
|
|
2022
Q3 | $773K | Buy |
9,304
+165
| +2% | +$15.7K | 0.02% | 401 |
|
|
2022
Q2 | $903K | Buy |
9,139
+315
| +4% | +$32.1K | 0.03% | 387 |
|
|
2022
Q1 | $829K | Buy |
8,824
+72
| +0.8% | +$7.2K | 0.02% | 429 |
|
|
2021
Q4 | $832K | Sell |
8,752
-465
| -5% | -$43.5K | 0.02% | 424 |
|
|
2021
Q3 | $873K | Buy |
9,217
+2,496
| +37% | +$251K | 0.02% | 410 |
|
|
2021
Q2 | $666K | Buy |
6,721
+258
| +4% | +$24.8K | 0.02% | 480 |
|
|
2021
Q1 | $573K | Sell |
6,463
-188
| -3% | -$16K | 0.02% | 491 |
|
|
2020
Q4 | $551K | Buy |
6,651
+1,900
| +40% | +$148K | 0.02% | 452 |
|
|
2020
Q3 | $356K | Buy |
4,751
+410
| +9% | +$31.6K | 0.01% | 498 |
|
|
2020
Q2 | $304K | Hold |
4,341
| – | – | 0.01% | 527 |
|
|
2020
Q1 | $317K | Sell |
4,341
-898
| -17% | -$73.9K | 0.01% | 546 |
|
|
2019
Q4 | $446K | Sell |
5,239
-9
| -0.2% | -$742 | 0.02% | 515 |
|
|
2019
Q3 | $398K | Sell |
5,248
-2,576
| -33% | -$204K | 0.02% | 498 |
|
|
2019
Q2 | $614K | Buy |
7,824
+83
| +1% | +$6.86K | 0.03% | 381 |
|
|
2019
Q1 | $684K | Buy |
7,741
+1,585
| +26% | +$128K | 0.03% | 364 |
|
|
2018
Q4 | $411K | Sell |
6,156
-496
| -7% | -$41.4K | 0.02% | 446 |
|
|
2018
Q3 | $542K | Sell |
6,652
-631
| -9% | -$51.8K | 0.02% | 464 |
|
|
2018
Q2 | $588K | Sell |
7,283
-4,583
| -39% | -$389K | 0.03% | 445 |
|
|
2018
Q1 | $1.18M | Sell |
11,866
-8,780
| -43% | -$914K | 0.05% | 304 |
|
|
2017
Q4 | $2.18M | Buy |
20,646
+621
| +3% | +$66.2K | 0.12% | 201 |
|
|
2017
Q3 | $2.22M | Buy |
20,025
+4,573
| +30% | +$532K | 0.13% | 199 |
|
|
2017
Q2 | $1.81M | Buy |
15,452
+2,482
| +19% | +$287K | 0.12% | 211 |
|
|
2017
Q1 | $1.46M | Sell |
12,970
-145
| -1% | -$15K | 0.1% | 241 |
|
|
2016
Q4 | $1.2M | Buy |
13,115
+4,325
| +49% | +$401K | 0.09% | 261 |
|
|
2016
Q3 | $855K | Buy |
8,790
+300
| +4% | +$30.1K | 0.09% | 244 |
|
|
2016
Q2 | $864K | Buy |
8,490
+646
| +8% | +$64.4K | 0.1% | 225 |
|
|
2016
Q1 | $770K | Sell |
7,844
-250
| -3% | -$22.9K | 0.09% | 237 |
|
|
2015
Q4 | $712K | Sell |
8,094
-400
| -5% | -$34.7K | 0.09% | 244 |
|
|
2015
Q3 | $674K | Sell |
8,494
-200
| -2% | -$16.5K | 0.09% | 258 |
|
|
2015
Q2 | $697K | Buy |
+8,694
| New | +$715K | 0.08% | 277 |
|
|
2015
Q1 | – | Sell |
-8,694
| Closed | -$706K | – | 279 |
|
|
2014
Q4 | $708K | Buy |
8,694
+1,300
| +18% | +$112K | 0.09% | 263 |
|
|
2014
Q3 | $617K | Sell |
7,394
-1,050
| -12% | -$88.8K | 0.08% | 268 |
|
|
2014
Q2 | $712K | Buy |
8,444
+25
| +0.3% | +$2.15K | 0.09% | 250 |
|
|
2014
Q1 | $689K | Hold |
8,419
| – | – | 0.1% | 237 |
|
|
2013
Q4 | $734K | Buy |
8,419
+27
| +0.3% | +$2.36K | 0.11% | 214 |
|
|
2013
Q3 | $727K | Sell |
8,392
-300
| -3% | -$26.2K | 0.12% | 192 |
|
|
2013
Q2 | $753K | Buy |
+8,692
| New | +$808K | 0.13% | 184 |
|
Other funds holding PM
Ancora Advisors's PM Position: Q2 2026 in Review
Ancora Advisors reduced its Philip Morris (PM) stake by 8.5% in Q2 2026, selling an estimated $99.9K and leaving 6,208 shares worth $1.12M. The position accounts for 0.02% of the portfolio, ranked #408.
Ancora Advisors first reported a position in PM in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.22M in Q3 2017. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.
- Ancora Advisors held 6,208 shares of Philip Morris worth $1.12M as of Q2 2026.
- Ancora Advisors sold 576 Philip Morris shares in Q2 2026, an estimated $99.9K.
- Philip Morris made up 0.02% of Ancora Advisors's portfolio in Q2 2026, its #408 holding.
- Ancora Advisors first reported a position in Philip Morris in Q2 2013 and has held it in 52 quarters since.
- Ancora Advisors's Philip Morris position peaked at $2.22M in Q3 2017.
- 2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.
Based on Ancora Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.