Charter Research & Investment Group’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 | $1.67M | Buy |
10,080
+285
| +3% | +$49.5K | 1.11% | 24 |
|
|
2025
Q4 | $1.57M | Sell |
9,795
-1,570
| -14% | -$243K | 1.05% | 27 |
|
|
2025
Q3 | $1.84M | Sell |
11,365
-430
| -4% | -$72.3K | 1.28% | 22 |
|
|
2025
Q2 | $2.15M | Sell |
11,795
-238
| -2% | -$40.9K | 1.6% | 18 |
|
|
2025
Q1 | $1.91M | Sell |
12,033
-50
| -0.4% | -$7.08K | 1.46% | 21 |
|
|
2024
Q4 | $1.45M | Sell |
12,083
-185
| -2% | -$23.3K | 1.11% | 28 |
|
|
2024
Q3 | $1.49M | Sell |
12,268
-25
| -0.2% | -$2.9K | 1.1% | 27 |
|
|
2024
Q2 | $1.25M | Hold |
12,293
| – | – | 0.98% | 28 |
|
|
2024
Q1 | $1.13M | Sell |
12,293
-600
| -5% | -$55.3K | 0.89% | 32 |
|
|
2023
Q4 | $1.21M | Sell |
12,893
-60
| -0.5% | -$5.53K | 1.01% | 29 |
|
|
2023
Q3 | $1.2M | Hold |
12,953
| – | – | 1.08% | 29 |
|
|
2023
Q2 | $1.26M | Hold |
12,953
| – | – | 1.05% | 29 |
|
|
2023
Q1 | $1.26M | Hold |
12,953
| – | – | 1.1% | 30 |
|
|
2022
Q4 | $1.31M | Sell |
12,953
-150
| -1% | -$14.2K | 1.26% | 25 |
|
|
2022
Q3 | $1.09M | Hold |
13,103
| – | – | 1.1% | 29 |
|
|
2022
Q2 | $1.29M | Hold |
13,103
| – | – | 1.18% | 29 |
|
|
2022
Q1 | $1.23M | Hold |
13,103
| – | – | 1% | 30 |
|
|
2021
Q4 | $1.25M | Hold |
13,103
| – | – | 0.98% | 30 |
|
|
2021
Q3 | $1.24M | Sell |
13,103
-450
| -3% | -$45.3K | 1.03% | 32 |
|
|
2021
Q2 | $1.34M | Hold |
13,553
| – | – | 1.11% | 31 |
|
|
2021
Q1 | $1.2M | Hold |
13,553
| – | – | 1.05% | 32 |
|
|
2020
Q4 | $1.12M | Hold |
13,553
| – | – | 1.08% | 32 |
|
|
2020
Q3 | $1.02M | Sell |
13,553
-100
| -0.7% | -$7.71K | 1.11% | 28 |
|
|
2020
Q2 | $957K | Sell |
13,653
-450
| -3% | -$32.8K | 1.1% | 30 |
|
|
2020
Q1 | $1.03M | Hold |
14,103
| – | – | 1.35% | 26 |
|
|
2019
Q4 | $1.2M | Sell |
14,103
-937
| -6% | -$77.2K | 1.22% | 29 |
|
|
2019
Q3 | $1.14M | Buy |
15,040
+4,300
| +40% | +$341K | 1.24% | 31 |
|
|
2019
Q2 | $843K | Sell |
10,740
-90
| -0.8% | -$7.43K | 0.94% | 38 |
|
|
2019
Q1 | $957K | Sell |
10,830
-460
| -4% | -$37K | 1.06% | 35 |
|
|
2018
Q4 | $754K | Sell |
11,290
-600
| -5% | -$50.1K | 0.95% | 38 |
|
|
2018
Q3 | $970K | Sell |
11,890
-25
| -0.2% | -$2.05K | 1.06% | 35 |
|
|
2018
Q2 | $962K | Sell |
11,915
-45
| -0.4% | -$3.82K | 1.1% | 35 |
|
|
2018
Q1 | $1.19M | Hold |
11,960
| – | – | 1.42% | 31 |
|
|
2017
Q4 | $1.26M | Buy |
+11,960
| New | +$1.27M | 1.42% | 31 |
|
|
2016
Q3 | $1.24M | Sell |
12,725
-20
| -0.2% | -$2K | 1.45% | 27 |
|
|
2016
Q2 | $1.3M | Sell |
12,745
-150
| -1% | -$15K | 1.48% | 27 |
|
|
2016
Q1 | $1.26M | Sell |
12,895
-45
| -0.3% | -$4.13K | 1.45% | 29 |
|
|
2015
Q4 | $1.14M | Sell |
12,940
-20
| -0.2% | -$1.74K | 1.32% | 29 |
|
|
2015
Q3 | $1.03M | Sell |
12,960
-35
| -0.3% | -$2.88K | 1.36% | 27 |
|
|
2015
Q2 | $1.04M | Sell |
12,995
-40
| -0.3% | -$3.29K | 1.16% | 31 |
|
|
2015
Q1 | $982K | Sell |
13,035
-725
| -5% | -$58.8K | 1.09% | 31 |
|
|
2014
Q4 | $1.12M | Buy |
+13,760
| New | +$1.18M | 1.23% | 30 |
|
Other funds holding PM
VCM
Charter Research & Investment Group's PM Position: Q1 2026 in Review
Charter Research & Investment Group increased its Philip Morris (PM) stake by 2.9% in Q1 2026, buying an estimated $49.5K and bringing the position to 10,080 shares worth $1.67M. The position accounts for 1.11% of the portfolio, ranked #24.
Charter Research & Investment Group first reported a position in PM in Q4 2014 and has held it in 42 quarters since. The position peaked at $2.15M in Q2 2025. 2,857 funds tracked by Wall St. Rank hold PM as of Q1 2026.
- Charter Research & Investment Group held 10,080 shares of Philip Morris worth $1.67M as of Q1 2026.
- Charter Research & Investment Group bought 285 Philip Morris shares in Q1 2026, an estimated $49.5K.
- Philip Morris made up 1.11% of Charter Research & Investment Group's portfolio in Q1 2026, its #24 holding.
- Charter Research & Investment Group first reported a position in Philip Morris in Q4 2014 and has held it in 42 quarters since.
- Charter Research & Investment Group's Philip Morris position peaked at $2.15M in Q2 2025.
- 2,857 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.
Based on Charter Research & Investment Group's 13F filing for Q1 2026, filed 12 May 2026.