Capital Wealth Planning’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-25,137
| Closed | -$4.08M | – | 170 |
|
|
2025
Q3 | $4.08M | Sell |
25,137
-27,230
| -52% | -$4.58M | 0.03% | 89 |
|
|
2025
Q2 | $9.54M | Buy |
52,367
+25,195
| +93% | +$4.33M | 0.08% | 37 |
|
|
2025
Q1 | $4.31M | Buy |
27,172
+1,848
| +7% | +$262K | 0.04% | 53 |
|
|
2024
Q4 | $3.05M | Sell |
25,324
-9,568
| -27% | -$1.21M | 0.03% | 61 |
|
|
2024
Q3 | $4.24M | Buy |
34,892
+9,731
| +39% | +$1.13M | 0.04% | 44 |
|
|
2024
Q2 | $2.55M | Buy |
+25,161
| New | +$2.46M | 0.03% | 64 |
|
|
2019
Q1 | – | Sell |
-5,540
| Closed | -$370K | – | 126 |
|
|
2018
Q4 | $370K | Sell |
5,540
-15
| -0.3% | -$1.25K | 0.25% | 45 |
|
|
2018
Q3 | $453K | Buy |
5,555
+330
| +6% | +$27.1K | 0.31% | 42 |
|
|
2018
Q2 | $422K | Hold |
5,225
| – | – | 0.29% | 49 |
|
|
2018
Q1 | $519K | Buy |
+5,225
| New | +$544K | 0.36% | 42 |
|
|
2017
Q4 | – | Sell |
-15,288
| Closed | -$1.7M | – | 148 |
|
|
2017
Q3 | $1.7M | Sell |
15,288
-1,852
| -11% | -$216K | 1.34% | 12 |
|
|
2017
Q2 | $2.01M | Buy |
17,140
+7,077
| +70% | +$820K | 0.32% | 36 |
|
|
2017
Q1 | $1.14M | Hold |
10,063
| – | – | 0.96% | 20 |
|
|
2016
Q4 | $921K | Sell |
10,063
-9,719
| -49% | -$901K | 0.81% | 24 |
|
|
2016
Q3 | $1.92M | Sell |
19,782
-11,314
| -36% | -$1.13M | 1.48% | 13 |
|
|
2016
Q2 | $3.15M | Sell |
31,096
-51
| -0.2% | -$5.09K | 2.37% | 7 |
|
|
2016
Q1 | $3.06M | Sell |
31,147
-6,420
| -17% | -$589K | 2.2% | 7 |
|
|
2015
Q4 | $3.3M | Hold |
37,567
| – | – | 3.03% | 6 |
|
|
2015
Q3 | $2.98M | Sell |
37,567
-7,805
| -17% | -$642K | 2.38% | 7 |
|
|
2015
Q2 | $3.64M | Sell |
45,372
-206
| -0.5% | -$16.9K | 2.17% | 9 |
|
|
2015
Q1 | $3.43M | Hold |
45,578
| – | – | 1.79% | 10 |
|
|
2014
Q4 | $3.71M | Sell |
45,578
-3,153
| -6% | -$271K | 1.73% | 10 |
|
|
2014
Q3 | $4.06M | Sell |
48,731
-27,121
| -36% | -$2.29M | 1.65% | 16 |
|
|
2014
Q2 | $6.39M | Buy |
75,852
+784
| +1% | +$67.5K | 2.36% | 7 |
|
|
2014
Q1 | $6.14M | Buy |
+75,068
| New | +$6.07M | 2.65% | 6 |
|
|
2013
Q4 | – | Sell |
-61,573
| Closed | -$5.33M | – | 119 |
|
|
2013
Q3 | $5.33M | Buy |
61,573
+51,006
| +483% | +$4.46M | 2.4% | 9 |
|
|
2013
Q2 | $915K | Buy |
+10,567
| New | +$982K | 0.72% | 29 |
|
Other funds holding PM
Capital Wealth Planning's PM Position: Q4 2025 in Review
Capital Wealth Planning sold out of Philip Morris (PM) in Q4 2025, closing a stake of 25,137 shares — an estimated $4.08M sold.
Capital Wealth Planning first reported a position in PM in Q2 2013 and held it in 27 quarters. The position peaked at $9.54M in Q2 2025. 2,806 funds tracked by Wall St. Rank hold PM as of Q4 2025.
- Capital Wealth Planning reported no remaining Philip Morris position as of Q4 2025 after selling out during the quarter.
- Capital Wealth Planning sold 25,137 Philip Morris shares in Q4 2025, an estimated $4.08M.
- Capital Wealth Planning first reported a position in Philip Morris in Q2 2013 and held it in 27 quarters.
- Capital Wealth Planning's Philip Morris position peaked at $9.54M in Q2 2025.
- 2,806 funds tracked by Wall St. Rank held Philip Morris as of Q4 2025.
Based on Capital Wealth Planning's 13F filing for Q4 2025, filed 11 Feb 2026.