Bartlett & Co Wealth 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
Q1 | $5.4M | Sell |
31,925
-295
| -0.9% | -$51.3K | 0.07% | 136 |
|
|
2025
Q4 | $5.21M | Sell |
32,220
-37
| -0.1% | -$5.73K | 0.07% | 139 |
|
|
2025
Q3 | $5.23M | Sell |
32,257
-150
| -0.5% | -$25.2K | 0.07% | 139 |
|
|
2025
Q2 | $5.94M | Sell |
32,407
-582
| -2% | -$99.9K | 0.08% | 127 |
|
|
2025
Q1 | $5.28M | Buy |
32,989
+171
| +0.5% | +$24.2K | 0.08% | 132 |
|
|
2024
Q4 | $3.99M | Sell |
32,818
-3,673
| -10% | -$463K | 0.06% | 150 |
|
|
2024
Q3 | $4.48M | Buy |
36,491
+54
| +0.1% | +$6.27K | 0.06% | 142 |
|
|
2024
Q2 | $3.74M | Buy |
36,437
+4,101
| +13% | +$401K | 0.06% | 153 |
|
|
2024
Q1 | $3M | Sell |
32,336
-2,824
| -8% | -$260K | 0.05% | 164 |
|
|
2023
Q4 | $3.35M | Sell |
35,160
-912
| -3% | -$84K | 0.05% | 158 |
|
|
2023
Q3 | $3.38M | Sell |
36,072
-218
| -0.6% | -$21K | 0.06% | 155 |
|
|
2023
Q2 | $3.59M | Buy |
36,290
+16,096
| +80% | +$1.54M | 0.06% | 153 |
|
|
2023
Q1 | $1.99M | Sell |
20,194
-90
| -0.4% | -$8.97K | 0.04% | 181 |
|
|
2022
Q4 | $2.08M | Buy |
20,284
+1,052
| +5% | +$99.3K | 0.04% | 180 |
|
|
2022
Q3 | $1.62M | Sell |
19,232
-383
| -2% | -$36.5K | 0.03% | 184 |
|
|
2022
Q2 | $1.96M | Sell |
19,615
-296
| -1% | -$30.2K | 0.04% | 171 |
|
|
2022
Q1 | $1.9M | Sell |
19,911
-98
| -0.5% | -$9.8K | 0.03% | 181 |
|
|
2021
Q4 | $1.93M | Buy |
20,009
+1,931
| +11% | +$180K | 0.03% | 183 |
|
|
2021
Q3 | $1.74M | Sell |
18,078
-1,418
| -7% | -$143K | 0.03% | 179 |
|
|
2021
Q2 | $1.96M | Sell |
19,496
-236
| -1% | -$22.6K | 0.04% | 173 |
|
|
2021
Q1 | $1.77M | Sell |
19,732
-1,515
| -7% | -$129K | 0.04% | 177 |
|
|
2020
Q4 | $1.78M | Sell |
21,247
-189
| -0.9% | -$14.7K | 0.04% | 174 |
|
|
2020
Q3 | $1.63M | Sell |
21,436
-729
| -3% | -$56.2K | 0.04% | 169 |
|
|
2020
Q2 | $1.58M | Sell |
22,165
-14,676
| -40% | -$1.07M | 0.04% | 167 |
|
|
2020
Q1 | $2.73M | Sell |
36,841
-3,283
| -8% | -$270K | 0.08% | 138 |
|
|
2019
Q4 | $3.46M | Sell |
40,124
-1,428
| -3% | -$118K | 0.08% | 136 |
|
|
2019
Q3 | $3.2M | Buy |
41,552
+10,905
| +36% | +$864K | 0.08% | 138 |
|
|
2019
Q2 | $2.44M | Buy |
30,647
+1,178
| +4% | +$97.3K | 0.09% | 118 |
|
|
2019
Q1 | $2.64M | Buy |
29,469
+25
| +0.1% | +$2.01K | 0.1% | 115 |
|
|
2018
Q4 | $2M | Sell |
29,444
-200
| -0.7% | -$16.7K | 0.09% | 128 |
|
|
2018
Q3 | $2.45M | Buy |
29,644
+87
| +0.3% | +$7.14K | 0.09% | 113 |
|
|
2018
Q2 | $2.42M | Buy |
29,557
+237
| +0.8% | +$20.1K | 0.1% | 112 |
|
|
2018
Q1 | $2.95M | Buy |
+29,320
| New | +$3.05M | 0.12% | 99 |
|
Other funds holding PM
VCM
Bartlett & Co Wealth Management's PM Position: Q1 2026 in Review
Bartlett & Co Wealth Management reduced its Philip Morris (PM) stake by 0.92% in Q1 2026, selling an estimated $51.3K and leaving 31,925 shares worth $5.4M. The position accounts for 0.07% of the portfolio, ranked #136.
Bartlett & Co Wealth Management first reported a position in PM in Q1 2018 and has held it in 33 quarters since. The position peaked at $5.94M in Q2 2025. 2,852 funds tracked by Wall St. Rank hold PM as of Q1 2026.
- Bartlett & Co Wealth Management held 31,925 shares of Philip Morris worth $5.4M as of Q1 2026.
- Bartlett & Co Wealth Management sold 295 Philip Morris shares in Q1 2026, an estimated $51.3K.
- Philip Morris made up 0.07% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #136 holding.
- Bartlett & Co Wealth Management first reported a position in Philip Morris in Q1 2018 and has held it in 33 quarters since.
- Bartlett & Co Wealth Management's Philip Morris position peaked at $5.94M in Q2 2025.
- 2,852 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.
Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.