Aspiriant LLC’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
Q3 | $754K | Sell |
3,951
-278
| -7% | -$52.5K | 0.02% | 203 |
|
|
2026
Q2 | $765K | Buy |
4,229
+1,610
| +61% | +$279K | 0.02% | 199 |
|
|
2026
Q1 | $433K | Buy |
2,619
+1,039
| +66% | +$181K | 0.01% | 238 |
|
|
2025
Q4 | $253K | Buy |
1,580
+196
| +14% | +$30.4K | 0.01% | 294 |
|
|
2025
Q3 | $224K | Sell |
1,384
-827
| -37% | -$139K | 0.01% | 284 |
|
|
2025
Q2 | $403K | Buy |
2,211
+409
| +23% | +$70.2K | 0.01% | 223 |
|
|
2025
Q1 | $286K | Buy |
+1,802
| New | +$255K | 0.01% | 242 |
|
|
2024
Q3 | – | Sell |
-2,283
| Closed | -$231K | – | 302 |
|
|
2024
Q2 | $231K | Sell |
2,283
-783
| -26% | -$76.6K | 0.01% | 259 |
|
|
2024
Q1 | $281K | Sell |
3,066
-477
| -13% | -$44K | 0.01% | 255 |
|
|
2023
Q4 | $333K | Sell |
3,543
-570
| -14% | -$52.5K | 0.02% | 228 |
|
|
2023
Q3 | $381K | Buy |
4,113
+1,321
| +47% | +$127K | 0.02% | 203 |
|
|
2023
Q2 | $273K | Buy |
+2,792
| New | +$267K | 0.01% | 237 |
|
|
2022
Q2 | – | Sell |
-2,378
| Closed | -$224K | – | 287 |
|
|
2022
Q1 | $224K | Sell |
2,378
-1,654
| -41% | -$165K | 0.01% | 256 |
|
|
2021
Q4 | $384K | Buy |
+4,032
| New | +$377K | 0.02% | 199 |
|
|
2020
Q4 | – | Sell |
-5,019
| Closed | -$376K | – | 220 |
|
|
2020
Q3 | $376K | Buy |
+5,019
| New | +$387K | 0.03% | 170 |
|
|
2019
Q2 | – | Sell |
-2,904
| Closed | -$259K | – | 237 |
|
|
2019
Q1 | $259K | Sell |
2,904
-1,066
| -27% | -$85.9K | 0.02% | 200 |
|
|
2018
Q4 | $266K | Buy |
3,970
+318
| +9% | +$26.6K | 0.02% | 196 |
|
|
2018
Q3 | $298K | Sell |
3,652
-1,831
| -33% | -$150K | 0.03% | 192 |
|
|
2018
Q2 | $443K | Sell |
5,483
-1,308
| -19% | -$111K | 0.04% | 171 |
|
|
2018
Q1 | $675K | Buy |
+6,791
| New | +$707K | 0.06% | 132 |
|
|
2017
Q4 | – | Sell |
-8,337
| Closed | -$926K | – | 149 |
|
|
2017
Q3 | $926K | Sell |
8,337
-926
| -10% | -$108K | 0.08% | 112 |
|
|
2017
Q2 | $1.09M | Sell |
9,263
-176
| -2% | -$20.4K | 0.09% | 105 |
|
|
2017
Q1 | $1.07M | Sell |
9,439
-3,499
| -27% | -$361K | 0.09% | 113 |
|
|
2016
Q4 | $1.18M | Buy |
12,938
+739
| +6% | +$68.5K | 0.11% | 99 |
|
|
2016
Q3 | $1.19M | Buy |
12,199
+21
| +0.2% | +$2.1K | 0.12% | 97 |
|
|
2016
Q2 | $985K | Sell |
12,178
-943
| -7% | -$94K | 0.09% | 106 |
|
|
2016
Q1 | $1.29M | Buy |
+13,121
| New | +$1.2M | 0.12% | 90 |
|
Other funds holding PM
Aspiriant LLC's PM Position: Q3 2026 in Review
Aspiriant LLC reduced its Philip Morris (PM) stake by 6.6% in Q3 2026, selling an estimated $52.5K and leaving 3,951 shares worth $754K. The position accounts for 0.02% of the portfolio, ranked #203.
Aspiriant LLC first reported a position in PM in Q1 2016 and has held it in 27 quarters since. The position peaked at $1.29M in Q1 2016. 933 funds tracked by Wall St. Rank hold PM as of Q3 2026.
- Aspiriant LLC held 3,951 shares of Philip Morris worth $754K as of Q3 2026.
- Aspiriant LLC sold 278 Philip Morris shares in Q3 2026, an estimated $52.5K.
- Philip Morris made up 0.02% of Aspiriant LLC's portfolio in Q3 2026, its #203 holding.
- Aspiriant LLC first reported a position in Philip Morris in Q1 2016 and has held it in 27 quarters since.
- Aspiriant LLC's Philip Morris position peaked at $1.29M in Q1 2016.
- 933 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.
Based on Aspiriant LLC's 13F filing for Q3 2026, filed 16 Oct 2026.