Cetera Investment Advisers’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 | $118M | Sell |
715,827
-890
| -0.1% | -$155K | 0.13% | 146 |
|
|
2025
Q4 | $115M | Buy |
716,717
+11,158
| +2% | +$1.73M | 0.13% | 140 |
|
|
2025
Q3 | $114M | Buy |
705,559
+93,947
| +15% | +$15.8M | 0.13% | 136 |
|
|
2025
Q2 | $111M | Buy |
611,612
+5,204
| +0.9% | +$894K | 0.19% | 100 |
|
|
2025
Q1 | $96.3M | Buy |
606,408
+70,774
| +13% | +$10M | 0.19% | 102 |
|
|
2024
Q4 | $64.5M | Buy |
535,634
+21,434
| +4% | +$2.7M | 0.13% | 154 |
|
|
2024
Q3 | $62.4M | Buy |
514,200
+25,636
| +5% | +$2.98M | 0.14% | 152 |
|
|
2024
Q2 | $49.5M | Buy |
488,564
+7,241
| +2% | +$708K | 0.11% | 166 |
|
|
2024
Q1 | $44.1M | Buy |
481,323
+365,896
| +317% | +$33.7M | 0.1% | 192 |
|
|
2023
Q4 | $10.9M | Sell |
115,427
-7,570
| -6% | -$697K | 0.09% | 208 |
|
|
2023
Q3 | $11.4M | Buy |
122,997
+2,103
| +2% | +$202K | 0.1% | 191 |
|
|
2023
Q2 | $11.8M | Buy |
120,894
+1,764
| +1% | +$169K | 0.1% | 185 |
|
|
2023
Q1 | $11.6M | Buy |
119,130
+9,987
| +9% | +$995K | 0.1% | 187 |
|
|
2022
Q4 | $11M | Buy |
109,143
+49,897
| +84% | +$4.71M | 0.1% | 192 |
|
|
2022
Q3 | $4.92M | Sell |
59,246
-3,872
| -6% | -$369K | 0.1% | 215 |
|
|
2022
Q2 | $6.23M | Buy |
63,118
+3,827
| +6% | +$390K | 0.1% | 219 |
|
|
2022
Q1 | $5.57M | Sell |
59,291
-13,928
| -19% | -$1.39M | 0.08% | 259 |
|
|
2021
Q4 | $6.96M | Buy |
73,219
+18,907
| +35% | +$1.77M | 0.1% | 223 |
|
|
2021
Q3 | $5.15M | Sell |
54,312
-2,343
| -4% | -$236K | 0.08% | 266 |
|
|
2021
Q2 | $5.62M | Buy |
56,655
+9,695
| +21% | +$930K | 0.09% | 249 |
|
|
2021
Q1 | $4.17M | Sell |
46,960
-20,424
| -30% | -$1.73M | 0.08% | 260 |
|
|
2020
Q4 | $5.58M | Buy |
67,384
+40,378
| +150% | +$3.14M | 0.11% | 199 |
|
|
2020
Q3 | $2.02M | Buy |
27,006
+11,143
| +70% | +$860K | 0.17% | 149 |
|
|
2020
Q2 | $1.11M | Buy |
15,863
+742
| +5% | +$54.1K | 0.1% | 219 |
|
|
2020
Q1 | $1.1M | Sell |
15,121
-89
| -0.6% | -$7.32K | 0.14% | 174 |
|
|
2019
Q4 | $1.3M | Buy |
15,210
+423
| +3% | +$34.9K | 0.13% | 174 |
|
|
2019
Q3 | $1.13M | Buy |
14,787
+976
| +7% | +$77.3K | 0.14% | 168 |
|
|
2019
Q2 | $1.09M | Buy |
13,811
+747
| +6% | +$61.7K | 0.14% | 164 |
|
|
2019
Q1 | $1.16M | Buy |
13,064
+1,915
| +17% | +$154K | 0.16% | 148 |
|
|
2018
Q4 | $746K | Sell |
11,149
-927
| -8% | -$77.4K | 0.12% | 183 |
|
|
2018
Q3 | $981K | Buy |
12,076
+3,231
| +37% | +$265K | 0.14% | 163 |
|
|
2018
Q2 | $711K | Sell |
8,845
-1,499
| -14% | -$127K | 0.13% | 192 |
|
|
2018
Q1 | $1.03M | Sell |
10,344
-337
| -3% | -$35.1K | 0.19% | 138 |
|
|
2017
Q4 | $1.13M | Buy |
10,681
+306
| +3% | +$32.6K | 0.21% | 126 |
|
|
2017
Q3 | $1.15M | Sell |
10,375
-1,771
| -15% | -$206K | 0.26% | 102 |
|
|
2017
Q2 | $1.43M | Sell |
12,146
-248
| -2% | -$28.7K | 0.35% | 81 |
|
|
2017
Q1 | $1.4M | Sell |
12,394
-263
| -2% | -$27.1K | 0.39% | 70 |
|
|
2016
Q4 | $1.16M | Buy |
12,657
+3,550
| +39% | +$329K | 0.39% | 75 |
|
|
2016
Q3 | $883K | Sell |
9,107
-8,906
| -49% | -$892K | 0.38% | 74 |
|
|
2016
Q2 | $1.83M | Buy |
18,013
+13
| +0.1% | +$1.3K | 0.72% | 36 |
|
|
2016
Q1 | $1.77M | Buy |
18,000
+436
| +2% | +$40K | 0.77% | 32 |
|
|
2015
Q4 | $1.54M | Buy |
+17,564
| New | +$1.52M | 0.71% | 37 |
|
Other funds holding PM
VCM
Cetera Investment Advisers's PM Position: Q1 2026 in Review
Cetera Investment Advisers reduced its Philip Morris (PM) stake by 0.12% in Q1 2026, selling an estimated $155K and leaving 715,827 shares worth $118M. The position accounts for 0.13% of the portfolio, ranked #146.
Cetera Investment Advisers first reported a position in PM in Q4 2015 and has held it in 42 quarters since. 2,853 funds tracked by Wall St. Rank hold PM as of Q1 2026.
- Cetera Investment Advisers held 715,827 shares of Philip Morris worth $118M as of Q1 2026.
- Cetera Investment Advisers sold 890 Philip Morris shares in Q1 2026, an estimated $155K.
- Philip Morris made up 0.13% of Cetera Investment Advisers's portfolio in Q1 2026, its #146 holding.
- Cetera Investment Advisers first reported a position in Philip Morris in Q4 2015 and has held it in 42 quarters since.
- 2,853 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.
Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.