Belpointe Asset 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 | $2.5M | Sell |
15,122
-1,776
| -11% | -$309K | 0.09% | 202 |
|
|
2025
Q4 | $2.71M | Sell |
16,898
-616
| -4% | -$95.4K | 0.1% | 178 |
|
|
2025
Q3 | $2.84M | Sell |
17,514
-3,502
| -17% | -$589K | 0.11% | 159 |
|
|
2025
Q2 | $3.83M | Sell |
21,016
-378
| -2% | -$64.9K | 0.16% | 113 |
|
|
2025
Q1 | $3.4M | Buy |
21,394
+5,504
| +35% | +$780K | 0.18% | 110 |
|
|
2024
Q4 | $1.96M | Sell |
15,890
-280
| -2% | -$35.3K | 0.12% | 174 |
|
|
2024
Q3 | $1.96M | Buy |
16,170
+1,678
| +12% | +$195K | 0.12% | 173 |
|
|
2024
Q2 | $1.47M | Sell |
14,492
-166
| -1% | -$16.2K | 0.1% | 197 |
|
|
2024
Q1 | $1.34M | Buy |
14,658
+1,802
| +14% | +$166K | 0.1% | 196 |
|
|
2023
Q4 | $1.21M | Buy |
12,856
+3,865
| +43% | +$356K | 0.11% | 191 |
|
|
2023
Q3 | $832K | Sell |
8,991
-1,285
| -13% | -$124K | 0.09% | 229 |
|
|
2023
Q2 | $1M | Sell |
10,276
-15,124
| -60% | -$1.45M | 0.11% | 180 |
|
|
2023
Q1 | $2.47M | Sell |
25,400
-518
| -2% | -$51.6K | 0.13% | 153 |
|
|
2022
Q4 | $2.62M | Buy |
25,918
+6,163
| +31% | +$582K | 0.16% | 126 |
|
|
2022
Q3 | $1.64M | Buy |
19,755
+3,616
| +22% | +$345K | 0.11% | 195 |
|
|
2022
Q2 | $1.59M | Sell |
16,139
-1,705
| -10% | -$174K | 0.11% | 203 |
|
|
2022
Q1 | $1.68M | Buy |
17,844
+952
| +6% | +$95.2K | 0.1% | 214 |
|
|
2021
Q4 | $1.6M | Sell |
16,892
-17
| -0.1% | -$1.59K | 0.1% | 204 |
|
|
2021
Q3 | $1.6M | Sell |
16,909
-416
| -2% | -$41.8K | 0.11% | 192 |
|
|
2021
Q2 | $1.72M | Buy |
17,325
+520
| +3% | +$49.9K | 0.12% | 183 |
|
|
2021
Q1 | $1.49M | Buy |
16,805
+887
| +6% | +$75.3K | 0.13% | 177 |
|
|
2020
Q4 | $1.32M | Buy |
15,918
+893
| +6% | +$69.5K | 0.12% | 198 |
|
|
2020
Q3 | $1.13M | Sell |
15,025
-14,260
| -49% | -$1.1M | 0.13% | 180 |
|
|
2020
Q2 | $2.05M | Buy |
29,285
+15,212
| +108% | +$1.11M | 0.27% | 79 |
|
|
2020
Q1 | $1.03M | Sell |
14,073
-3,121
| -18% | -$257K | 0.18% | 129 |
|
|
2019
Q4 | $1.46M | Buy |
17,194
+4,348
| +34% | +$358K | 0.19% | 126 |
|
|
2019
Q3 | $975K | Buy |
12,846
+251
| +2% | +$19.9K | 0.16% | 148 |
|
|
2019
Q2 | $989K | Sell |
12,595
-1,745
| -12% | -$144K | 0.19% | 115 |
|
|
2019
Q1 | $1.27M | Buy |
14,340
+4,217
| +42% | +$340K | 0.25% | 65 |
|
|
2018
Q4 | $676K | Sell |
10,123
-1,906
| -16% | -$159K | 0.17% | 129 |
|
|
2018
Q3 | $981K | Buy |
12,029
+8,417
| +233% | +$691K | 0.16% | 130 |
|
|
2018
Q2 | $292K | Sell |
3,612
-1,771
| -33% | -$150K | 0.08% | 266 |
|
|
2018
Q1 | $535K | Sell |
5,383
-7,334
| -58% | -$764K | 0.16% | 139 |
|
|
2017
Q4 | $1.34M | Buy |
12,717
+1,349
| +12% | +$144K | 0.29% | 71 |
|
|
2017
Q3 | $1.26M | Buy |
+11,368
| New | +$1.32M | 0.3% | 74 |
|
Other funds holding PM
VCM
Belpointe Asset Management's PM Position: Q1 2026 in Review
Belpointe Asset Management reduced its Philip Morris (PM) stake by 11% in Q1 2026, selling an estimated $309K and leaving 15,122 shares worth $2.5M. The position accounts for 0.09% of the portfolio, ranked #202.
Belpointe Asset Management first reported a position in PM in Q3 2017 and has held it in 35 quarters since. The position peaked at $3.83M in Q2 2025. 2,856 funds tracked by Wall St. Rank hold PM as of Q1 2026.
- Belpointe Asset Management held 15,122 shares of Philip Morris worth $2.5M as of Q1 2026.
- Belpointe Asset Management sold 1,776 Philip Morris shares in Q1 2026, an estimated $309K.
- Philip Morris made up 0.09% of Belpointe Asset Management's portfolio in Q1 2026, its #202 holding.
- Belpointe Asset Management first reported a position in Philip Morris in Q3 2017 and has held it in 35 quarters since.
- Belpointe Asset Management's Philip Morris position peaked at $3.83M in Q2 2025.
- 2,856 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.
Based on Belpointe Asset Management's 13F filing for Q1 2026, filed 28 Apr 2026.