Bogart Wealth LLC’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 | $13.6M | Buy |
82,348
+26,118
| +46% | +$4.54M | 0.52% | 39 |
|
|
2025
Q4 | $9.02M | Buy |
56,230
+47,042
| +512% | +$7.29M | 0.36% | 65 |
|
|
2025
Q3 | $1.49M | Buy |
9,188
+20
| +0.2% | +$3.37K | 0.06% | 117 |
|
|
2025
Q2 | $1.67M | Sell |
9,168
-87
| -0.9% | -$14.9K | 0.07% | 116 |
|
|
2025
Q1 | $1.47M | Sell |
9,255
-111
| -1% | -$15.7K | 0.07% | 117 |
|
|
2024
Q4 | $1.13M | Buy |
9,366
+146
| +2% | +$18.4K | 0.05% | 122 |
|
|
2024
Q3 | $1.12M | Sell |
9,220
-2,198
| -19% | -$255K | 0.05% | 122 |
|
|
2024
Q2 | $1.16M | Sell |
11,418
-1,061
| -9% | -$104K | 0.06% | 122 |
|
|
2024
Q1 | $1.14M | Sell |
12,479
-646
| -5% | -$59.6K | 0.06% | 116 |
|
|
2023
Q4 | $1.23M | Hold |
13,125
| – | – | 0.07% | 116 |
|
|
2023
Q3 | $1.22M | Hold |
13,125
| – | – | 0.08% | 118 |
|
|
2023
Q2 | $1.28M | Buy |
13,125
+12,130
| +1,219% | +$1.16M | 0.08% | 118 |
|
|
2023
Q1 | $96.8K | Sell |
995
-197
| -17% | -$19.6K | 0.01% | 234 |
|
|
2022
Q4 | $121K | Hold |
1,192
| – | – | 0.01% | 211 |
|
|
2022
Q3 | $99K | Buy |
1,192
+150
| +14% | +$14.3K | 0.01% | 220 |
|
|
2022
Q2 | $103K | Sell |
1,042
-12
| -1% | -$1.22K | 0.01% | 206 |
|
|
2022
Q1 | $99K | Buy |
1,054
+612
| +138% | +$61.2K | 0.01% | 213 |
|
|
2021
Q4 | $42K | Hold |
442
| – | – | ﹤0.01% | 279 |
|
|
2021
Q3 | $42K | Sell |
442
-531
| -55% | -$53.4K | ﹤0.01% | 264 |
|
|
2021
Q2 | $96K | Hold |
973
| – | – | 0.01% | 183 |
|
|
2021
Q1 | $86K | Hold |
973
| – | – | 0.01% | 183 |
|
|
2020
Q4 | $80K | Hold |
973
| – | – | 0.01% | 171 |
|
|
2020
Q3 | $72K | Sell |
973
-630
| -39% | -$48.6K | 0.02% | 171 |
|
|
2020
Q2 | $112K | Hold |
1,603
| – | – | 0.03% | 134 |
|
|
2020
Q1 | $117K | Sell |
1,603
-42
| -3% | -$3.46K | 0.03% | 128 |
|
|
2019
Q4 | $140K | Sell |
1,645
-7,452
| -82% | -$614K | 0.04% | 125 |
|
|
2019
Q3 | $691K | Buy |
9,097
+416
| +5% | +$33K | 0.34% | 51 |
|
|
2019
Q2 | $681K | Buy |
8,681
+1,121
| +15% | +$92.6K | 0.41% | 49 |
|
|
2019
Q1 | $668K | Buy |
7,560
+402
| +6% | +$32.4K | 0.32% | 48 |
|
|
2018
Q4 | $477K | Buy |
7,158
+360
| +5% | +$30.1K | 0.24% | 49 |
|
|
2018
Q3 | $554K | Buy |
6,798
+1,016
| +18% | +$83.4K | 0.32% | 53 |
|
|
2018
Q2 | $466K | Buy |
5,782
+327
| +6% | +$27.8K | 0.28% | 54 |
|
|
2018
Q1 | $555K | Buy |
5,455
+1,060
| +24% | +$110K | 0.32% | 46 |
|
|
2017
Q4 | $464K | Buy |
4,395
+1,899
| +76% | +$202K | 0.3% | 47 |
|
|
2017
Q3 | $283K | Buy |
2,496
+118
| +5% | +$13.7K | 0.21% | 58 |
|
|
2017
Q2 | $279K | Sell |
2,378
-1,567
| -40% | -$181K | 0.18% | 59 |
|
|
2017
Q1 | $445K | Buy |
3,945
+652
| +20% | +$67.3K | 0.3% | 48 |
|
|
2016
Q4 | $301K | Buy |
+3,293
| New | +$305K | 0.2% | 58 |
|
Other funds holding PM
VCM
Bogart Wealth LLC's PM Position: Q1 2026 in Review
Bogart Wealth LLC increased its Philip Morris (PM) stake by 46% in Q1 2026, buying an estimated $4.54M and bringing the position to 82,348 shares worth $13.6M. The position accounts for 0.52% of the portfolio, ranked #39.
Bogart Wealth LLC first reported a position in PM in Q4 2016 and has held it in 38 quarters since. 2,853 funds tracked by Wall St. Rank hold PM as of Q1 2026.
- Bogart Wealth LLC held 82,348 shares of Philip Morris worth $13.6M as of Q1 2026.
- Bogart Wealth LLC bought 26,118 Philip Morris shares in Q1 2026, an estimated $4.54M.
- Philip Morris made up 0.52% of Bogart Wealth LLC's portfolio in Q1 2026, its #39 holding.
- Bogart Wealth LLC first reported a position in Philip Morris in Q4 2016 and has held it in 38 quarters since.
- 2,853 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.
Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.