Blue Edge Capital’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 | $590K | Buy |
3,570
+30
| +0.8% | +$5.21K | 0.08% | 97 |
|
|
2025
Q4 | $568K | Buy |
3,540
+458
| +15% | +$71K | 0.08% | 97 |
|
|
2025
Q3 | $500K | Sell |
3,082
-28
| -0.9% | -$4.71K | 0.07% | 91 |
|
|
2025
Q2 | $566K | Buy |
3,110
+3
| +0.1% | +$515 | 0.08% | 89 |
|
|
2025
Q1 | $493K | Buy |
3,107
+4
| +0.1% | +$567 | 0.08% | 89 |
|
|
2024
Q4 | $373K | Buy |
3,103
+4
| +0.1% | +$505 | 0.06% | 98 |
|
|
2024
Q3 | $376K | Buy |
3,099
+333
| +12% | +$38.7K | 0.06% | 99 |
|
|
2024
Q2 | $280K | Hold |
2,766
| – | – | 0.05% | 105 |
|
|
2024
Q1 | $253K | Hold |
2,766
| – | – | 0.04% | 106 |
|
|
2023
Q4 | $260K | Hold |
2,766
| – | – | 0.05% | 97 |
|
|
2023
Q3 | $256K | Sell |
2,766
-158
| -5% | -$15.2K | 0.05% | 97 |
|
|
2023
Q2 | $285K | Hold |
2,924
| – | – | 0.06% | 93 |
|
|
2023
Q1 | $284K | Hold |
2,924
| – | – | 0.06% | 94 |
|
|
2022
Q4 | $296K | Sell |
2,924
-481
| -14% | -$45.4K | 0.07% | 97 |
|
|
2022
Q3 | $283K | Hold |
3,405
| – | – | 0.07% | 95 |
|
|
2022
Q2 | $336K | Hold |
3,405
| – | – | 0.08% | 90 |
|
|
2022
Q1 | $320K | Buy |
3,405
+481
| +16% | +$48.1K | 0.06% | 96 |
|
|
2021
Q4 | $278K | Sell |
2,924
-172
| -6% | -$16.1K | 0.05% | 94 |
|
|
2021
Q3 | $293K | Hold |
3,096
| – | – | 0.06% | 88 |
|
|
2021
Q2 | $307K | Hold |
3,096
| – | – | 0.06% | 96 |
|
|
2021
Q1 | $275K | Sell |
3,096
-113
| -4% | -$9.6K | 0.06% | 90 |
|
|
2020
Q4 | $266K | Sell |
3,209
-70
| -2% | -$5.45K | 0.06% | 95 |
|
|
2020
Q3 | $246K | Sell |
3,279
-155
| -5% | -$12K | 0.07% | 90 |
|
|
2020
Q2 | $241K | Buy |
3,434
+400
| +13% | +$29.2K | 0.07% | 88 |
|
|
2020
Q1 | $221K | Sell |
3,034
-3
| -0.1% | -$247 | 0.08% | 90 |
|
|
2019
Q4 | $258K | Buy |
3,037
+3
| +0.1% | +$247 | 0.08% | 90 |
|
|
2019
Q3 | $230K | Hold |
3,034
| – | – | 0.08% | 88 |
|
|
2019
Q2 | $238K | Sell |
3,034
-300
| -9% | -$24.8K | 0.08% | 85 |
|
|
2019
Q1 | $295K | Hold |
3,334
| – | – | 0.11% | 82 |
|
|
2018
Q4 | $223K | Hold |
3,334
| – | – | 0.1% | 85 |
|
|
2018
Q3 | $272K | Sell |
3,334
-306
| -8% | -$25.1K | 0.1% | 81 |
|
|
2018
Q2 | $294K | Hold |
3,640
| – | – | 0.12% | 79 |
|
|
2018
Q1 | $362K | Hold |
3,640
| – | – | 0.15% | 74 |
|
|
2017
Q4 | $385K | Buy |
3,640
+1,500
| +70% | +$160K | 0.15% | 74 |
|
|
2017
Q3 | $238K | Hold |
2,140
| – | – | 0.11% | 81 |
|
|
2017
Q2 | $251K | Hold |
2,140
| – | – | 0.12% | 79 |
|
|
2017
Q1 | $242K | Buy |
+2,140
| New | +$221K | 0.12% | 79 |
|
|
2016
Q4 | – | Sell |
-2,140
| Closed | -$208K | – | 81 |
|
|
2016
Q3 | $208K | Hold |
2,140
| – | – | 0.11% | 77 |
|
|
2016
Q2 | $218K | Hold |
2,140
| – | – | 0.12% | 78 |
|
|
2016
Q1 | $210K | Buy |
+2,140
| New | +$196K | 0.12% | 77 |
|
Other funds holding PM
VCM
Blue Edge Capital's PM Position: Q1 2026 in Review
Blue Edge Capital increased its Philip Morris (PM) stake by 0.85% in Q1 2026, buying an estimated $5.21K and bringing the position to 3,570 shares worth $590K. The position accounts for 0.08% of the portfolio, ranked #97.
Blue Edge Capital first reported a position in PM in Q1 2016 and has held it in 40 quarters since. 2,852 funds tracked by Wall St. Rank hold PM as of Q1 2026.
- Blue Edge Capital held 3,570 shares of Philip Morris worth $590K as of Q1 2026.
- Blue Edge Capital bought 30 Philip Morris shares in Q1 2026, an estimated $5.21K.
- Philip Morris made up 0.08% of Blue Edge Capital's portfolio in Q1 2026, its #97 holding.
- Blue Edge Capital first reported a position in Philip Morris in Q1 2016 and has held it in 40 quarters since.
- 2,852 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.
Based on Blue Edge Capital's 13F filing for Q1 2026, filed 2 Jun 2026.