Bedel Financial Consulting’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 | $1.04M | Buy |
5,765
+1
| +0% | +$173 | 0.1% | 110 |
|
|
2026
Q1 | $953K | Buy |
5,764
+2
| +0% | +$348 | 0.11% | 107 |
|
|
2025
Q4 | $924K | Buy |
5,762
+164
| +3% | +$25.4K | 0.1% | 110 |
|
|
2025
Q3 | $908K | Buy |
5,598
+38
| +0.7% | +$6.39K | 0.12% | 105 |
|
|
2025
Q2 | $1.01M | Hold |
5,560
| – | – | 0.14% | 91 |
|
|
2025
Q1 | $968K | Hold |
5,560
| – | – | 0.14% | 92 |
|
|
2024
Q4 | $728K | Sell |
5,560
-122
| -2% | -$15.4K | 0.1% | 112 |
|
|
2024
Q3 | $690K | Buy |
5,682
+200
| +4% | +$23.2K | 0.1% | 111 |
|
|
2024
Q2 | $555K | Buy |
5,482
+53
| +1% | +$5.18K | 0.08% | 128 |
|
|
2024
Q1 | $497K | Hold |
5,429
| – | – | 0.08% | 135 |
|
|
2023
Q4 | $511K | Hold |
5,429
| – | – | 0.09% | 126 |
|
|
2023
Q3 | $503K | Hold |
5,429
| – | – | 0.1% | 123 |
|
|
2023
Q2 | $530K | Buy |
5,429
+2,700
| +99% | +$258K | 0.11% | 115 |
|
|
2023
Q1 | $265K | Sell |
2,729
-2,700
| -50% | -$269K | 0.06% | 181 |
|
|
2022
Q4 | $549K | Hold |
5,429
| – | – | 0.14% | 97 |
|
|
2022
Q3 | $493K | Sell |
5,429
-80
| -1% | -$7.63K | 0.13% | 108 |
|
|
2022
Q2 | $544K | Sell |
5,509
-51
| -0.9% | -$5.2K | 0.16% | 87 |
|
|
2022
Q1 | $522K | Sell |
5,560
-31
| -0.6% | -$3.1K | 0.16% | 88 |
|
|
2021
Q4 | $531K | Hold |
5,591
| – | – | 0.17% | 86 |
|
|
2021
Q3 | $530K | Sell |
5,591
-120
| -2% | -$12.1K | 0.18% | 83 |
|
|
2021
Q2 | $566K | Buy |
5,711
+1
| +0% | +$96 | 0.2% | 76 |
|
|
2021
Q1 | $507K | Buy |
5,710
+212
| +4% | +$18K | 0.2% | 83 |
|
|
2020
Q4 | $455K | Hold |
5,498
| – | – | 0.2% | 77 |
|
|
2020
Q3 | $412K | Hold |
5,498
| – | – | 0.21% | 71 |
|
|
2020
Q2 | $385K | Sell |
5,498
-10
| -0.2% | -$729 | 0.21% | 71 |
|
|
2020
Q1 | $402K | Buy |
5,508
+10
| +0.2% | +$823 | 0.27% | 62 |
|
|
2019
Q4 | $468K | Buy |
5,498
+18
| +0.3% | +$1.48K | 0.27% | 66 |
|
|
2019
Q3 | $416K | Sell |
5,480
-170
| -3% | -$13.5K | 0.25% | 75 |
|
|
2019
Q2 | $444K | Sell |
5,650
-88
| -2% | -$7.27K | 0.27% | 73 |
|
|
2019
Q1 | $507K | Hold |
5,738
| – | – | 0.32% | 59 |
|
|
2018
Q4 | $383K | Hold |
5,738
| – | – | 0.28% | 68 |
|
|
2018
Q3 | $479K | Hold |
5,738
| – | – | 0.32% | 64 |
|
|
2018
Q2 | $463K | Sell |
5,738
-457
| -7% | -$38.8K | 0.34% | 62 |
|
|
2018
Q1 | $616K | Hold |
6,195
| – | – | 0.47% | 42 |
|
|
2017
Q4 | $655K | Buy |
+6,195
| New | +$660K | 0.59% | 38 |
|
Other funds holding PM
Bedel Financial Consulting's PM Position: Q2 2026 in Review
Bedel Financial Consulting increased its Philip Morris (PM) stake by 0.02% in Q2 2026, buying an estimated $173 and bringing the position to 5,765 shares worth $1.04M. The position accounts for 0.1% of the portfolio, ranked #110.
Bedel Financial Consulting first reported a position in PM in Q4 2017 and has held it in 35 quarters since. 2,918 funds tracked by Wall St. Rank hold PM as of Q2 2026.
- Bedel Financial Consulting held 5,765 shares of Philip Morris worth $1.04M as of Q2 2026.
- Bedel Financial Consulting bought 1 Philip Morris share in Q2 2026, an estimated $173.
- Philip Morris made up 0.1% of Bedel Financial Consulting's portfolio in Q2 2026, its #110 holding.
- Bedel Financial Consulting first reported a position in Philip Morris in Q4 2017 and has held it in 35 quarters since.
- 2,918 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.
Based on Bedel Financial Consulting's 13F filing for Q2 2026, filed 29 Jul 2026.