Beacon Investment Advisory Services’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 | $907K | Sell |
5,012
-454
| -8% | -$78.7K | 0.03% | 144 |
|
|
2026
Q1 | $904K | Sell |
5,466
-146
| -3% | -$25.4K | 0.04% | 143 |
|
|
2025
Q4 | $900K | Sell |
5,612
-180
| -3% | -$27.9K | 0.04% | 138 |
|
|
2025
Q3 | $939K | Buy |
5,792
+122
| +2% | +$20.5K | 0.04% | 134 |
|
|
2025
Q2 | $1.03M | Sell |
5,670
-466
| -8% | -$80K | 0.05% | 130 |
|
|
2025
Q1 | $974K | Buy |
6,136
+112
| +2% | +$15.9K | 0.05% | 132 |
|
|
2024
Q4 | $725K | Sell |
6,024
-2,280
| -27% | -$288K | 0.03% | 149 |
|
|
2024
Q3 | $1.01M | Sell |
8,304
-848
| -9% | -$98.5K | 0.04% | 140 |
|
|
2024
Q2 | $927K | Sell |
9,152
-1,335
| -13% | -$131K | 0.04% | 139 |
|
|
2024
Q1 | $961K | Sell |
10,487
-1,167
| -10% | -$108K | 0.04% | 142 |
|
|
2023
Q4 | $1.1M | Sell |
11,654
-398
| -3% | -$36.7K | 0.05% | 136 |
|
|
2023
Q3 | $1.12M | Sell |
12,052
-111
| -0.9% | -$10.7K | 0.05% | 143 |
|
|
2023
Q2 | $1.19M | Buy |
12,163
+1,536
| +14% | +$147K | 0.05% | 149 |
|
|
2023
Q1 | $1.03M | Buy |
10,627
+595
| +6% | +$59.3K | 0.05% | 146 |
|
|
2022
Q4 | $1.02M | Buy |
10,032
+374
| +4% | +$35.3K | 0.05% | 148 |
|
|
2022
Q3 | $802K | Buy |
9,658
+162
| +2% | +$15.4K | 0.04% | 155 |
|
|
2022
Q2 | $938K | Buy |
9,496
+626
| +7% | +$63.8K | 0.05% | 155 |
|
|
2022
Q1 | $833K | Buy |
8,870
+836
| +10% | +$83.6K | 0.04% | 175 |
|
|
2021
Q4 | $763K | Buy |
8,034
+236
| +3% | +$22.1K | 0.03% | 185 |
|
|
2021
Q3 | $739K | Buy |
7,798
+18
| +0.2% | +$1.81K | 0.03% | 184 |
|
|
2021
Q2 | $771K | Sell |
7,780
-1,201
| -13% | -$115K | 0.03% | 181 |
|
|
2021
Q1 | $797K | Sell |
8,981
-272
| -3% | -$23.1K | 0.03% | 170 |
|
|
2020
Q4 | $766K | Buy |
9,253
+666
| +8% | +$51.8K | 0.04% | 160 |
|
|
2020
Q3 | $644K | Sell |
8,587
-633
| -7% | -$48.8K | 0.03% | 161 |
|
|
2020
Q2 | $646K | Sell |
9,220
-260
| -3% | -$19K | 0.04% | 156 |
|
|
2020
Q1 | $692K | Sell |
9,480
-153
| -2% | -$12.6K | 0.05% | 147 |
|
|
2019
Q4 | $820K | Buy |
9,633
+520
| +6% | +$42.9K | 0.04% | 153 |
|
|
2019
Q3 | $692K | Buy |
9,113
+302
| +3% | +$23.9K | 0.07% | 135 |
|
|
2019
Q2 | $692K | Sell |
8,811
-348
| -4% | -$28.7K | 0.07% | 123 |
|
|
2019
Q1 | $810K | Sell |
9,159
-310
| -3% | -$25K | 0.09% | 122 |
|
|
2018
Q4 | $632K | Sell |
9,469
-15
| -0.2% | -$1.25K | 0.07% | 140 |
|
|
2018
Q3 | $773K | Buy |
9,484
+533
| +6% | +$43.8K | 0.08% | 129 |
|
|
2018
Q2 | $723K | Sell |
8,951
-964
| -10% | -$81.8K | 0.07% | 133 |
|
|
2018
Q1 | $986K | Buy |
9,915
+123
| +1% | +$12.8K | 0.1% | 114 |
|
|
2017
Q4 | $1.03M | Sell |
9,792
-4,560
| -32% | -$486K | 0.11% | 114 |
|
|
2017
Q3 | $1.59M | Buy |
14,352
+10,917
| +318% | +$1.27M | 0.14% | 111 |
|
|
2017
Q2 | $403K | Sell |
3,435
-1,155
| -25% | -$134K | 0.07% | 61 |
|
|
2017
Q1 | $518K | Buy |
4,590
+18
| +0.4% | +$1.86K | 0.1% | 35 |
|
|
2016
Q4 | $418K | Sell |
4,572
-60
| -1% | -$5.56K | 0.08% | 40 |
|
|
2016
Q3 | $450K | Buy |
4,632
+97
| +2% | +$9.72K | 0.1% | 37 |
|
|
2016
Q2 | $461K | Hold |
4,535
| – | – | 0.1% | 34 |
|
|
2016
Q1 | $445K | Sell |
4,535
-15
| -0.3% | -$1.38K | 0.1% | 33 |
|
|
2015
Q4 | $400K | Hold |
4,550
| – | – | 0.08% | 39 |
|
|
2015
Q3 | $361K | Sell |
4,550
-185
| -4% | -$15.2K | 0.07% | 37 |
|
|
2015
Q2 | $380K | Buy |
+4,735
| New | +$390K | 0.06% | 41 |
|
Other funds holding PM
Beacon Investment Advisory Services's PM Position: Q2 2026 in Review
Beacon Investment Advisory Services reduced its Philip Morris (PM) stake by 8.3% in Q2 2026, selling an estimated $78.7K and leaving 5,012 shares worth $907K. The position accounts for 0.03% of the portfolio, ranked #144.
Beacon Investment Advisory Services first reported a position in PM in Q2 2015 and has held it in 45 quarters since. The position peaked at $1.59M in Q3 2017. 2,918 funds tracked by Wall St. Rank hold PM as of Q2 2026.
- Beacon Investment Advisory Services held 5,012 shares of Philip Morris worth $907K as of Q2 2026.
- Beacon Investment Advisory Services sold 454 Philip Morris shares in Q2 2026, an estimated $78.7K.
- Philip Morris made up 0.03% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #144 holding.
- Beacon Investment Advisory Services first reported a position in Philip Morris in Q2 2015 and has held it in 45 quarters since.
- Beacon Investment Advisory Services's Philip Morris position peaked at $1.59M in Q3 2017.
- 2,918 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.
Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.