Centerpoint Advisors’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
Q2 | $323K | Sell |
1,788
-800
| -31% | -$139K | 0.09% | 72 |
|
|
2026
Q1 | $428K | Sell |
2,588
-825
| -24% | -$143K | 0.14% | 56 |
|
|
2025
Q4 | $547K | Hold |
3,413
| – | – | 0.17% | 51 |
|
|
2025
Q3 | $554K | Sell |
3,413
-50
| -1% | -$8.41K | 0.17% | 52 |
|
|
2025
Q2 | $631K | Hold |
3,463
| – | – | 0.21% | 46 |
|
|
2025
Q1 | $550K | Sell |
3,463
-175
| -5% | -$24.8K | 0.2% | 49 |
|
|
2024
Q4 | $438K | Hold |
3,638
| – | – | 0.15% | 54 |
|
|
2024
Q3 | $442K | Sell |
3,638
-250
| -6% | -$29K | 0.15% | 55 |
|
|
2024
Q2 | $394K | Buy |
3,888
+300
| +8% | +$29.3K | 0.14% | 58 |
|
|
2024
Q1 | $329K | Hold |
3,588
| – | – | 0.12% | 62 |
|
|
2023
Q4 | $338K | Hold |
3,588
| – | – | 0.13% | 61 |
|
|
2023
Q3 | $332K | Hold |
3,588
| – | – | 0.14% | 63 |
|
|
2023
Q2 | $350K | Hold |
3,588
| – | – | 0.14% | 63 |
|
|
2023
Q1 | $349K | Sell |
3,588
-300
| -8% | -$29.9K | 0.15% | 64 |
|
|
2022
Q4 | $394K | Buy |
3,888
+600
| +18% | +$56.6K | 0.18% | 55 |
|
|
2022
Q3 | $273K | Buy |
3,288
+2,500
| +317% | +$238K | 0.15% | 66 |
|
|
2022
Q2 | $78K | Hold |
788
| – | – | 0.04% | 123 |
|
|
2022
Q1 | $74K | Hold |
788
| – | – | 0.03% | 128 |
|
|
2021
Q4 | $75K | Hold |
788
| – | – | 0.03% | 115 |
|
|
2021
Q3 | $75K | Hold |
788
| – | – | 0.04% | 114 |
|
|
2021
Q2 | $78K | Hold |
788
| – | – | 0.04% | 117 |
|
|
2021
Q1 | $70K | Hold |
788
| – | – | 0.04% | 92 |
|
|
2020
Q4 | $65K | Hold |
788
| – | – | 0.04% | 90 |
|
|
2020
Q3 | $59K | Hold |
788
| – | – | 0.04% | 80 |
|
|
2020
Q2 | $55K | Hold |
788
| – | – | 0.04% | 79 |
|
|
2020
Q1 | $57K | Sell |
788
-995
| -56% | -$81.9K | 0.06% | 67 |
|
|
2019
Q4 | $152K | Sell |
1,783
-190
| -10% | -$15.7K | 0.11% | 51 |
|
|
2019
Q3 | $150K | Hold |
1,973
| – | – | 0.12% | 54 |
|
|
2019
Q2 | $155K | Hold |
1,973
| – | – | 0.12% | 53 |
|
|
2019
Q1 | $174K | Hold |
1,973
| – | – | 0.15% | 44 |
|
|
2018
Q4 | $132K | Sell |
1,973
-53
| -3% | -$4.43K | 0.13% | 52 |
|
|
2018
Q3 | $165K | Sell |
2,026
-430
| -18% | -$35.3K | 0.13% | 49 |
|
|
2018
Q2 | $198K | Buy |
2,456
+430
| +21% | +$36.5K | 0.17% | 42 |
|
|
2018
Q1 | $201K | Buy |
2,026
+1,048
| +107% | +$109K | 0.18% | 45 |
|
|
2017
Q4 | $103K | Buy |
+978
| New | +$104K | 0.09% | 51 |
|
Other funds holding PM
Centerpoint Advisors's PM Position: Q2 2026 in Review
Centerpoint Advisors reduced its Philip Morris (PM) stake by 31% in Q2 2026, selling an estimated $139K and leaving 1,788 shares worth $323K. The position accounts for 0.09% of the portfolio, ranked #72.
Centerpoint Advisors first reported a position in PM in Q4 2017 and has held it in 35 quarters since. The position peaked at $631K in Q2 2025. 2,918 funds tracked by Wall St. Rank hold PM as of Q2 2026.
- Centerpoint Advisors held 1,788 shares of Philip Morris worth $323K as of Q2 2026.
- Centerpoint Advisors sold 800 Philip Morris shares in Q2 2026, an estimated $139K.
- Philip Morris made up 0.09% of Centerpoint Advisors's portfolio in Q2 2026, its #72 holding.
- Centerpoint Advisors first reported a position in Philip Morris in Q4 2017 and has held it in 35 quarters since.
- Centerpoint Advisors's Philip Morris position peaked at $631K in Q2 2025.
- 2,918 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.
Based on Centerpoint Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.