Blue Chip Partners’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 | $27.7M | Buy |
167,288
+4,680
| +3% | +$813K | 1.99% | 20 |
|
|
2025
Q4 | $26.1M | Buy |
162,608
+7,694
| +5% | +$1.19M | 1.89% | 20 |
|
|
2025
Q3 | $25.1M | Buy |
154,914
+5,367
| +4% | +$903K | 1.88% | 22 |
|
|
2025
Q2 | $27.2M | Sell |
149,547
-43,240
| -22% | -$7.43M | 2.22% | 17 |
|
|
2025
Q1 | $30.6M | Buy |
192,787
+1,518
| +0.8% | +$215K | 2.64% | 12 |
|
|
2024
Q4 | $23M | Buy |
191,269
+1,425
| +0.8% | +$180K | 1.98% | 19 |
|
|
2024
Q3 | $23M | Sell |
189,844
-173
| -0.1% | -$20.1K | 2% | 19 |
|
|
2024
Q2 | $19.3M | Buy |
190,017
+7,614
| +4% | +$744K | 1.78% | 25 |
|
|
2024
Q1 | $16.7M | Buy |
182,403
+14,229
| +8% | +$1.31M | 1.62% | 28 |
|
|
2023
Q4 | $15.8M | Sell |
168,174
-1,569
| -0.9% | -$145K | 1.65% | 27 |
|
|
2023
Q3 | $15.7M | Buy |
169,743
+7,176
| +4% | +$691K | 1.87% | 20 |
|
|
2023
Q2 | $15.9M | Buy |
162,567
+2,317
| +1% | +$221K | 1.8% | 27 |
|
|
2023
Q1 | $15.6M | Buy |
160,250
+3,267
| +2% | +$326K | 1.85% | 24 |
|
|
2022
Q4 | $15.9M | Buy |
156,983
+4,265
| +3% | +$402K | 1.98% | 22 |
|
|
2022
Q3 | $12.7M | Buy |
152,718
+7,031
| +5% | +$671K | 1.74% | 24 |
|
|
2022
Q2 | $14.4M | Buy |
145,687
+6,848
| +5% | +$698K | 1.83% | 27 |
|
|
2022
Q1 | $13M | Buy |
138,839
+9,706
| +8% | +$971K | 1.62% | 26 |
|
|
2021
Q4 | $12.3M | Buy |
129,133
+7,160
| +6% | +$669K | 1.54% | 29 |
|
|
2021
Q3 | $11.6M | Buy |
121,973
+5,873
| +5% | +$591K | 1.62% | 29 |
|
|
2021
Q2 | $11.5M | Buy |
116,100
+5,870
| +5% | +$563K | 1.64% | 29 |
|
|
2021
Q1 | $9.78M | Buy |
110,230
+108,498
| +6,264% | +$9.21M | 1.5% | 31 |
|
|
2020
Q4 | $143K | Sell |
1,732
-487
| -22% | -$37.9K | 0.02% | 131 |
|
|
2020
Q3 | $166K | Sell |
2,219
-839
| -27% | -$64.7K | 0.03% | 106 |
|
|
2020
Q2 | $214K | Sell |
3,058
-1,861
| -38% | -$136K | 0.04% | 98 |
|
|
2020
Q1 | $359K | Sell |
4,919
-126
| -2% | -$10.4K | 0.09% | 76 |
|
|
2019
Q4 | $429K | Sell |
5,045
-734
| -13% | -$60.5K | 0.08% | 98 |
|
|
2019
Q3 | $439K | Buy |
5,779
+75
| +1% | +$5.94K | 0.09% | 88 |
|
|
2019
Q2 | $448K | Buy |
5,704
+60
| +1% | +$4.96K | 0.1% | 88 |
|
|
2019
Q1 | $499K | Buy |
5,644
+37
| +0.7% | +$2.98K | 0.12% | 85 |
|
|
2018
Q4 | $374K | Sell |
5,607
-2,159
| -28% | -$180K | 0.09% | 106 |
|
|
2018
Q3 | $633K | Sell |
7,766
-2,429
| -24% | -$199K | 0.15% | 79 |
|
|
2018
Q2 | $823K | Sell |
10,195
-12,102
| -54% | -$1.03M | 0.22% | 72 |
|
|
2018
Q1 | $2.22M | Sell |
22,297
-77
| -0.3% | -$8.02K | 0.61% | 49 |
|
|
2017
Q4 | $2.36M | Sell |
22,374
-200
| -0.9% | -$21.3K | 0.7% | 46 |
|
|
2017
Q3 | $2.51M | Buy |
22,574
+233
| +1% | +$27.1K | 0.81% | 44 |
|
|
2017
Q2 | $2.62M | Sell |
22,341
-115
| -0.5% | -$13.3K | 0.91% | 38 |
|
|
2017
Q1 | $2.54M | Sell |
22,456
-59
| -0.3% | -$6.09K | 0.96% | 37 |
|
|
2016
Q4 | $2.06M | Sell |
22,515
-1,669
| -7% | -$155K | 0.81% | 43 |
|
|
2016
Q3 | $2.35M | Buy |
24,184
+212
| +0.9% | +$21.2K | 1.04% | 39 |
|
|
2016
Q2 | $2.44M | Buy |
23,972
+628
| +3% | +$62.6K | 1.1% | 34 |
|
|
2016
Q1 | $2.29M | Buy |
23,344
+2,662
| +13% | +$244K | 1.11% | 35 |
|
|
2015
Q4 | $1.82M | Buy |
20,682
+2,809
| +16% | +$244K | 0.95% | 42 |
|
|
2015
Q3 | $1.42M | Buy |
17,873
+1,735
| +11% | +$143K | 0.9% | 44 |
|
|
2015
Q2 | $1.29M | Buy |
16,138
+3,698
| +30% | +$304K | 0.83% | 43 |
|
|
2015
Q1 | $937K | Buy |
12,440
+185
| +2% | +$15K | 0.63% | 51 |
|
|
2014
Q4 | $998K | Buy |
+12,255
| New | +$1.05M | 0.7% | 49 |
|
Other funds holding PM
VCM
Blue Chip Partners's PM Position: Q1 2026 in Review
Blue Chip Partners increased its Philip Morris (PM) stake by 2.9% in Q1 2026, buying an estimated $813K and bringing the position to 167,288 shares worth $27.7M. The position accounts for 1.99% of the portfolio, ranked #20.
Blue Chip Partners first reported a position in PM in Q4 2014 and has held it in 46 quarters since. The position peaked at $30.6M in Q1 2025. 2,856 funds tracked by Wall St. Rank hold PM as of Q1 2026.
- Blue Chip Partners held 167,288 shares of Philip Morris worth $27.7M as of Q1 2026.
- Blue Chip Partners bought 4,680 Philip Morris shares in Q1 2026, an estimated $813K.
- Philip Morris made up 1.99% of Blue Chip Partners's portfolio in Q1 2026, its #20 holding.
- Blue Chip Partners first reported a position in Philip Morris in Q4 2014 and has held it in 46 quarters since.
- Blue Chip Partners's Philip Morris position peaked at $30.6M in Q1 2025.
- 2,856 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.
Based on Blue Chip Partners's 13F filing for Q1 2026, filed 15 May 2026.