Clearstead 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
Q1 | $8.48M | Buy |
51,283
+13,706
| +36% | +$2.38M | 0.08% | 179 |
|
|
2025
Q4 | $6.03M | Sell |
37,577
-156
| -0.4% | -$24.2K | 0.08% | 179 |
|
|
2025
Q3 | $6.12M | Sell |
37,733
-660
| -2% | -$111K | 0.08% | 177 |
|
|
2025
Q2 | $6.99M | Buy |
38,393
+896
| +2% | +$154K | 0.1% | 161 |
|
|
2025
Q1 | $5.95M | Buy |
37,497
+970
| +3% | +$137K | 0.09% | 159 |
|
|
2024
Q4 | $4.4M | Sell |
36,527
-1,583
| -4% | -$200K | 0.07% | 196 |
|
|
2024
Q3 | $4.63M | Buy |
38,110
+373
| +1% | +$43.3K | 0.07% | 194 |
|
|
2024
Q2 | $3.82M | Buy |
37,737
+14,435
| +62% | +$1.41M | 0.07% | 203 |
|
|
2024
Q1 | $2.31M | Sell |
23,302
-1,649
| -7% | -$152K | 0.11% | 143 |
|
|
2023
Q4 | $2.35M | Sell |
24,951
-27,613
| -53% | -$2.54M | 0.12% | 138 |
|
|
2023
Q3 | $4.87M | Buy |
52,564
+26,501
| +102% | +$2.55M | 0.14% | 121 |
|
|
2023
Q2 | $2.54M | Buy |
26,063
+21,404
| +459% | +$2.05M | 0.15% | 112 |
|
|
2023
Q1 | $453K | Buy |
4,659
+1,023
| +28% | +$102K | 0.03% | 279 |
|
|
2022
Q4 | $368K | Sell |
3,636
-692
| -16% | -$65.3K | 0.03% | 296 |
|
|
2022
Q3 | $359K | Sell |
4,328
-74
| -2% | -$7.06K | 0.03% | 277 |
|
|
2022
Q2 | $435K | Buy |
4,402
+283
| +7% | +$28.9K | 0.03% | 271 |
|
|
2022
Q1 | $387K | Buy |
4,119
+334
| +9% | +$33.4K | 0.03% | 304 |
|
|
2021
Q4 | $360K | Sell |
3,785
-854
| -18% | -$79.8K | 0.02% | 301 |
|
|
2021
Q3 | $440K | Buy |
4,639
+567
| +14% | +$57K | 0.03% | 259 |
|
|
2021
Q2 | $404K | Buy |
4,072
+86
| +2% | +$8.25K | 0.03% | 255 |
|
|
2021
Q1 | $354K | Buy |
3,986
+38
| +1% | +$3.23K | 0.03% | 257 |
|
|
2020
Q4 | $327K | Buy |
3,948
+246
| +7% | +$19.2K | 0.03% | 250 |
|
|
2020
Q3 | $278K | Buy |
3,702
+90
| +2% | +$6.94K | 0.03% | 237 |
|
|
2020
Q2 | $253K | Buy |
3,612
+18
| +0.5% | +$1.31K | 0.03% | 241 |
|
|
2020
Q1 | $262K | Buy |
3,594
+162
| +5% | +$13.3K | 0.04% | 208 |
|
|
2019
Q4 | $292K | Buy |
3,432
+138
| +4% | +$11.4K | 0.04% | 225 |
|
|
2019
Q3 | $250K | Buy |
3,294
+7
| +0.2% | +$555 | 0.03% | 230 |
|
|
2019
Q2 | $258K | Sell |
3,287
-209
| -6% | -$17.3K | 0.03% | 236 |
|
|
2019
Q1 | $309K | Sell |
3,496
-57
| -2% | -$4.59K | 0.04% | 205 |
|
|
2018
Q4 | $237K | Sell |
3,553
-2,018
| -36% | -$169K | 0.04% | 225 |
|
|
2018
Q3 | $454K | Buy |
5,571
+906
| +19% | +$74.4K | 0.06% | 163 |
|
|
2018
Q2 | $377K | Buy |
4,665
+222
| +5% | +$18.8K | 0.05% | 168 |
|
|
2018
Q1 | $442K | Sell |
4,443
-195
| -4% | -$20.3K | 0.06% | 148 |
|
|
2017
Q4 | $490K | Sell |
4,638
-353
| -7% | -$37.6K | 0.07% | 143 |
|
|
2017
Q3 | $554K | Buy |
4,991
+33
| +0.7% | +$3.84K | 0.07% | 146 |
|
|
2017
Q2 | $582K | Buy |
4,958
+1,312
| +36% | +$152K | 0.09% | 137 |
|
|
2017
Q1 | $412K | Buy |
3,646
+309
| +9% | +$31.9K | 0.06% | 152 |
|
|
2016
Q4 | $305K | Buy |
+3,337
| New | +$309K | 0.05% | 165 |
|
Other funds holding PM
VCM
Clearstead Advisors's PM Position: Q1 2026 in Review
Clearstead Advisors increased its Philip Morris (PM) stake by 36% in Q1 2026, buying an estimated $2.38M and bringing the position to 51,283 shares worth $8.48M. The position accounts for 0.08% of the portfolio, ranked #179.
Clearstead Advisors first reported a position in PM in Q4 2016 and has held it in 38 quarters since. 2,853 funds tracked by Wall St. Rank hold PM as of Q1 2026.
- Clearstead Advisors held 51,283 shares of Philip Morris worth $8.48M as of Q1 2026.
- Clearstead Advisors bought 13,706 Philip Morris shares in Q1 2026, an estimated $2.38M.
- Philip Morris made up 0.08% of Clearstead Advisors's portfolio in Q1 2026, its #179 holding.
- Clearstead Advisors first reported a position in Philip Morris in Q4 2016 and has held it in 38 quarters since.
- 2,853 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.
Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.