Baird Financial Group’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
Q1 | $44M | Sell |
265,912
-4,239
| -2% | -$737K | 0.07% | 192 |
|
|
2025
Q4 | $43.3M | Sell |
270,151
-3,251
| -1% | -$504K | 0.07% | 191 |
|
|
2025
Q3 | $44.3M | Buy |
273,402
+5,482
| +2% | +$922K | 0.07% | 198 |
|
|
2025
Q2 | $48.8M | Buy |
267,920
+2,090
| +0.8% | +$359K | 0.09% | 196 |
|
|
2025
Q1 | $42.2M | Buy |
265,830
+2,055
| +0.8% | +$291K | 0.08% | 204 |
|
|
2024
Q4 | $31.7M | Buy |
263,775
+1,464
| +0.6% | +$185K | 0.06% | 259 |
|
|
2024
Q3 | $31.8M | Buy |
262,311
+47,130
| +22% | +$5.48M | 0.06% | 262 |
|
|
2024
Q2 | $21.8M | Sell |
215,181
-3,653
| -2% | -$357K | 0.05% | 311 |
|
|
2024
Q1 | $20M | Buy |
218,834
+41,430
| +23% | +$3.82M | 0.04% | 324 |
|
|
2023
Q4 | $16.7M | Sell |
177,404
-11,176
| -6% | -$1.03M | 0.04% | 348 |
|
|
2023
Q3 | $17.5M | Sell |
188,580
-15,124
| -7% | -$1.46M | 0.05% | 314 |
|
|
2023
Q2 | $19.9M | Buy |
203,704
+6,572
| +3% | +$628K | 0.05% | 297 |
|
|
2023
Q1 | $19.2M | Sell |
197,132
-125,547
| -39% | -$12.5M | 0.05% | 312 |
|
|
2022
Q4 | $32.7M | Buy |
322,679
+12,728
| +4% | +$1.2M | 0.09% | 226 |
|
|
2022
Q3 | $25.7M | Sell |
309,951
-2,502
| -0.8% | -$239K | 0.08% | 248 |
|
|
2022
Q2 | $30.9M | Sell |
312,453
-32,036
| -9% | -$3.27M | 0.09% | 236 |
|
|
2022
Q1 | $32.4M | Sell |
344,489
-51,932
| -13% | -$5.2M | 0.08% | 240 |
|
|
2021
Q4 | $37.7M | Buy |
396,421
+50,579
| +15% | +$4.73M | 0.09% | 217 |
|
|
2021
Q3 | $32.8M | Sell |
345,842
-3,108
| -0.9% | -$313K | 0.08% | 228 |
|
|
2021
Q2 | $34.6M | Sell |
348,950
-3,749
| -1% | -$360K | 0.09% | 222 |
|
|
2021
Q1 | $31.3M | Sell |
352,699
-12,436
| -3% | -$1.06M | 0.09% | 222 |
|
|
2020
Q4 | $30.2M | Buy |
365,135
+22,625
| +7% | +$1.76M | 0.09% | 229 |
|
|
2020
Q3 | $25.7M | Sell |
342,510
-2,946
| -0.9% | -$227K | 0.09% | 233 |
|
|
2020
Q2 | $24.2M | Buy |
345,456
+6,455
| +2% | +$471K | 0.09% | 227 |
|
|
2020
Q1 | $24.7M | Sell |
339,001
-24,574
| -7% | -$2.02M | 0.11% | 209 |
|
|
2019
Q4 | $30.9M | Buy |
363,575
+75,414
| +26% | +$6.22M | 0.11% | 210 |
|
|
2019
Q3 | $21.9M | Buy |
288,161
+3,587
| +1% | +$284K | 0.09% | 244 |
|
|
2019
Q2 | $22.3M | Buy |
284,574
+76,306
| +37% | +$6.3M | 0.09% | 243 |
|
|
2019
Q1 | $18.4M | Sell |
208,268
-1,299
| -0.6% | -$105K | 0.11% | 227 |
|
|
2018
Q4 | $14M | Buy |
209,567
+30,051
| +17% | +$2.51M | 0.1% | 245 |
|
|
2018
Q3 | $14.7M | Buy |
179,516
+3,325
| +2% | +$273K | 0.09% | 250 |
|
|
2018
Q2 | $14.2M | Buy |
176,191
+23,456
| +15% | +$1.99M | 0.1% | 241 |
|
|
2018
Q1 | $15.2M | Sell |
152,735
-6,578
| -4% | -$685K | 0.11% | 223 |
|
|
2017
Q4 | $16.8M | Buy |
159,313
+20,018
| +14% | +$2.13M | 0.12% | 194 |
|
|
2017
Q3 | $15.5M | Sell |
139,295
-21,244
| -13% | -$2.47M | 0.12% | 200 |
|
|
2017
Q2 | $18.9M | Buy |
160,539
+347
| +0.2% | +$40.2K | 0.15% | 178 |
|
|
2017
Q1 | $18.1M | Sell |
160,192
-85
| -0.1% | -$8.77K | 0.15% | 175 |
|
|
2016
Q4 | $14.7M | Buy |
160,277
+4,118
| +3% | +$382K | 0.13% | 185 |
|
|
2016
Q3 | $15.2M | Buy |
156,159
+6,397
| +4% | +$641K | 0.14% | 176 |
|
|
2016
Q2 | $15.3M | Sell |
149,762
-3,717
| -2% | -$371K | 0.14% | 175 |
|
|
2016
Q1 | $15.1M | Buy |
153,479
+36,910
| +32% | +$3.38M | 0.14% | 178 |
|
|
2015
Q4 | $10.2M | Buy |
116,569
+5,950
| +5% | +$516K | 0.1% | 207 |
|
|
2015
Q3 | $8.78M | Buy |
110,619
+7,012
| +7% | +$577K | 0.09% | 220 |
|
|
2015
Q2 | $8.31M | Buy |
+103,607
| New | +$8.52M | 0.08% | 243 |
|
Other funds holding PM
VCM
Baird Financial Group's PM Position: Q1 2026 in Review
Baird Financial Group reduced its Philip Morris (PM) stake by 1.6% in Q1 2026, selling an estimated $737K and leaving 265,912 shares worth $44M. The position accounts for 0.07% of the portfolio, ranked #192.
Baird Financial Group first reported a position in PM in Q2 2015 and has held it in 44 quarters since. The position peaked at $48.8M in Q2 2025. 2,853 funds tracked by Wall St. Rank hold PM as of Q1 2026.
- Baird Financial Group held 265,912 shares of Philip Morris worth $44M as of Q1 2026.
- Baird Financial Group sold 4,239 Philip Morris shares in Q1 2026, an estimated $737K.
- Philip Morris made up 0.07% of Baird Financial Group's portfolio in Q1 2026, its #192 holding.
- Baird Financial Group first reported a position in Philip Morris in Q2 2015 and has held it in 44 quarters since.
- Baird Financial Group's Philip Morris position peaked at $48.8M in Q2 2025.
- 2,853 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.
Based on Baird Financial Group's 13F filing for Q1 2026, filed 14 May 2026.