Burney Company’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 | – | Sell |
-2,475
| Closed | -$397K | – | 637 |
|
|
2025
Q4 | $397K | Buy |
2,475
+305
| +14% | +$47.3K | 0.01% | 477 |
|
|
2025
Q3 | $352K | Buy |
2,170
+104
| +5% | +$17.5K | 0.01% | 479 |
|
|
2025
Q2 | $376K | Sell |
2,066
-173
| -8% | -$29.7K | 0.01% | 464 |
|
|
2025
Q1 | $355K | Sell |
2,239
-525
| -19% | -$74.4K | 0.01% | 468 |
|
|
2024
Q4 | $333K | Sell |
2,764
-35
| -1% | -$4.42K | 0.01% | 489 |
|
|
2024
Q3 | $340K | Sell |
2,799
-25
| -0.9% | -$2.9K | 0.01% | 499 |
|
|
2024
Q2 | $286K | Hold |
2,824
| – | – | 0.01% | 523 |
|
|
2024
Q1 | $259K | Sell |
2,824
-620
| -18% | -$57.2K | 0.01% | 545 |
|
|
2023
Q4 | $324K | Sell |
3,444
-266
| -7% | -$24.5K | 0.01% | 485 |
|
|
2023
Q3 | $343K | Sell |
3,710
-237
| -6% | -$22.8K | 0.02% | 460 |
|
|
2023
Q2 | $385K | Buy |
3,947
+250
| +7% | +$23.9K | 0.02% | 453 |
|
|
2023
Q1 | $360K | Buy |
3,697
+119
| +3% | +$11.9K | 0.02% | 459 |
|
|
2022
Q4 | $362K | Sell |
3,578
-192
| -5% | -$18.1K | 0.02% | 452 |
|
|
2022
Q3 | $313K | Sell |
3,770
-14
| -0.4% | -$1.33K | 0.02% | 470 |
|
|
2022
Q2 | $374K | Sell |
3,784
-39
| -1% | -$3.98K | 0.02% | 443 |
|
|
2022
Q1 | $359K | Sell |
3,823
-36
| -0.9% | -$3.6K | 0.02% | 470 |
|
|
2021
Q4 | $367K | Sell |
3,859
-67
| -2% | -$6.26K | 0.02% | 458 |
|
|
2021
Q3 | $372K | Buy |
3,926
+14
| +0.4% | +$1.41K | 0.02% | 450 |
|
|
2021
Q2 | $388K | Sell |
3,912
-226
| -5% | -$21.7K | 0.02% | 456 |
|
|
2021
Q1 | $367K | Buy |
4,138
+207
| +5% | +$17.6K | 0.02% | 449 |
|
|
2020
Q4 | $325K | Sell |
3,931
-563
| -13% | -$43.8K | 0.02% | 436 |
|
|
2020
Q3 | $337K | Sell |
4,494
-18
| -0.4% | -$1.39K | 0.02% | 402 |
|
|
2020
Q2 | $316K | Sell |
4,512
-487
| -10% | -$35.5K | 0.02% | 397 |
|
|
2020
Q1 | $365K | Sell |
4,999
-883
| -15% | -$72.7K | 0.03% | 328 |
|
|
2019
Q4 | $501K | Buy |
5,882
+635
| +12% | +$52.3K | 0.03% | 334 |
|
|
2019
Q3 | $398K | Sell |
5,247
-304
| -5% | -$24.1K | 0.02% | 339 |
|
|
2019
Q2 | $436K | Sell |
5,551
-611
| -10% | -$50.5K | 0.03% | 339 |
|
|
2019
Q1 | $545K | Buy |
6,162
+1,041
| +20% | +$83.8K | 0.03% | 309 |
|
|
2018
Q4 | $342K | Buy |
5,121
+721
| +16% | +$60.2K | 0.02% | 354 |
|
|
2018
Q3 | $359K | Sell |
4,400
-2,002
| -31% | -$164K | 0.02% | 359 |
|
|
2018
Q2 | $517K | Buy |
6,402
+1,167
| +22% | +$99K | 0.03% | 313 |
|
|
2018
Q1 | $520K | Sell |
5,235
-79
| -1% | -$8.23K | 0.03% | 289 |
|
|
2017
Q4 | $561K | Buy |
5,314
+668
| +14% | +$71.2K | 0.03% | 286 |
|
|
2017
Q3 | $519K | Buy |
4,646
+66
| +1% | +$7.68K | 0.03% | 276 |
|
|
2017
Q2 | $536K | Hold |
4,580
| – | – | 0.04% | 269 |
|
|
2017
Q1 | $517K | Buy |
4,580
+300
| +7% | +$31K | 0.03% | 264 |
|
|
2016
Q4 | $392K | Sell |
4,280
-106
| -2% | -$9.82K | 0.03% | 285 |
|
|
2016
Q3 | $436K | Buy |
4,386
+185
| +4% | +$18.5K | 0.03% | 275 |
|
|
2016
Q2 | $427K | Sell |
4,201
-497
| -11% | -$49.6K | 0.03% | 280 |
|
|
2016
Q1 | $461K | Buy |
4,698
+41
| +0.9% | +$3.76K | 0.03% | 280 |
|
|
2015
Q4 | $413K | Buy |
4,657
+160
| +4% | +$13.9K | 0.03% | 275 |
|
|
2015
Q3 | $357K | Sell |
4,497
-389
| -8% | -$32K | 0.03% | 283 |
|
|
2015
Q2 | $392K | Buy |
4,886
+26
| +0.5% | +$2.14K | 0.03% | 299 |
|
|
2015
Q1 | $366K | Buy |
4,860
+932
| +24% | +$75.6K | 0.03% | 318 |
|
|
2014
Q4 | $320K | Sell |
3,928
-1,349
| -26% | -$116K | 0.03% | 313 |
|
|
2014
Q3 | $440K | Sell |
5,277
-482
| -8% | -$40.8K | 0.04% | 285 |
|
|
2014
Q2 | $486K | Sell |
5,759
-353
| -6% | -$30.4K | 0.04% | 279 |
|
|
2014
Q1 | $500K | Sell |
6,112
-2,726
| -31% | -$220K | 0.05% | 265 |
|
|
2013
Q4 | $770K | Sell |
8,838
-24
| -0.3% | -$2.1K | 0.08% | 233 |
|
|
2013
Q3 | $767K | Sell |
8,862
-334
| -4% | -$29.2K | 0.09% | 221 |
|
|
2013
Q2 | $797K | Buy |
+9,196
| New | +$855K | 0.1% | 203 |
|
Other funds holding PM
Burney Company's PM Position: Q1 2026 in Review
Burney Company sold out of Philip Morris (PM) in Q1 2026, closing a stake of 2,475 shares — an estimated $397K sold.
Burney Company first reported a position in PM in Q2 2013 and held it in 51 quarters. The position peaked at $797K in Q2 2013. 2,865 funds tracked by Wall St. Rank hold PM as of Q1 2026.
- Burney Company reported no remaining Philip Morris position as of Q1 2026 after selling out during the quarter.
- Burney Company sold 2,475 Philip Morris shares in Q1 2026, an estimated $397K.
- Burney Company first reported a position in Philip Morris in Q2 2013 and held it in 51 quarters.
- Burney Company's Philip Morris position peaked at $797K in Q2 2013.
- 2,865 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.
Based on Burney Company's 13F filing for Q1 2026, filed 29 Apr 2026.