Colonial Trust 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 | $304K | Buy |
1,839
+281
| +18% | +$48.8K | 0.02% | 177 |
|
|
2025
Q4 | $250K | Sell |
1,558
-92
| -6% | -$14.3K | 0.02% | 185 |
|
|
2025
Q3 | $268K | Hold |
1,650
| – | – | 0.02% | 184 |
|
|
2025
Q2 | $301K | Hold |
1,650
| – | – | 0.02% | 176 |
|
|
2025
Q1 | $262K | Hold |
1,650
| – | – | 0.02% | 180 |
|
|
2024
Q4 | $199K | Hold |
1,650
| – | – | 0.02% | 194 |
|
|
2024
Q3 | $200K | Hold |
1,650
| – | – | 0.02% | 202 |
|
|
2024
Q2 | $167K | Sell |
1,650
-67
| -4% | -$6.55K | 0.02% | 198 |
|
|
2024
Q1 | $157K | Sell |
1,717
-22
| -1% | -$2.03K | 0.02% | 201 |
|
|
2023
Q4 | $164K | Sell |
1,739
-3,989
| -70% | -$368K | 0.02% | 199 |
|
|
2023
Q3 | $530K | Sell |
5,728
-2
| -0% | -$192 | 0.06% | 129 |
|
|
2023
Q2 | $559K | Buy |
5,730
+50
| +0.9% | +$4.78K | 0.06% | 133 |
|
|
2023
Q1 | $552K | Sell |
5,680
-9
| -0.2% | -$897 | 0.06% | 134 |
|
|
2022
Q4 | $576K | Buy |
5,689
+87
| +2% | +$8.21K | 0.07% | 136 |
|
|
2022
Q3 | $465K | Buy |
5,602
+801
| +17% | +$76.4K | 0.06% | 137 |
|
|
2022
Q2 | $474K | Hold |
4,801
| – | – | 0.07% | 122 |
|
|
2022
Q1 | $451K | Buy |
4,801
+259
| +6% | +$25.9K | 0.05% | 140 |
|
|
2021
Q4 | $431K | Hold |
4,542
| – | – | 0.05% | 149 |
|
|
2021
Q3 | $431K | Hold |
4,542
| – | – | 0.05% | 147 |
|
|
2021
Q2 | $450K | Hold |
4,542
| – | – | 0.05% | 146 |
|
|
2021
Q1 | $403K | Buy |
4,542
+42
| +0.9% | +$3.57K | 0.05% | 147 |
|
|
2020
Q4 | $373K | Sell |
4,500
-100
| -2% | -$7.79K | 0.05% | 143 |
|
|
2020
Q3 | $345K | Sell |
4,600
-430
| -9% | -$33.2K | 0.05% | 134 |
|
|
2020
Q2 | $352K | Sell |
5,030
-220
| -4% | -$16K | 0.06% | 126 |
|
|
2020
Q1 | $383K | Sell |
5,250
-101
| -2% | -$8.31K | 0.08% | 112 |
|
|
2019
Q4 | $455K | Hold |
5,351
| – | – | 0.08% | 119 |
|
|
2019
Q3 | $406K | Sell |
5,351
-1,160
| -18% | -$91.9K | 0.07% | 119 |
|
|
2019
Q2 | $511K | Buy |
6,511
+352
| +6% | +$29.1K | 0.09% | 113 |
|
|
2019
Q1 | $544K | Sell |
6,159
-1,000
| -14% | -$80.5K | 0.1% | 106 |
|
|
2018
Q4 | $478K | Hold |
7,159
| – | – | 0.12% | 103 |
|
|
2018
Q3 | $584K | Sell |
7,159
-2,600
| -27% | -$213K | 0.11% | 110 |
|
|
2018
Q2 | $788K | Hold |
9,759
| – | – | 0.16% | 103 |
|
|
2018
Q1 | $970K | Sell |
9,759
-1,597
| -14% | -$166K | 0.2% | 96 |
|
|
2017
Q4 | $1.2M | Buy |
11,356
+1,597
| +16% | +$170K | 0.19% | 95 |
|
|
2017
Q3 | $1.08M | Hold |
9,759
| – | – | 0.24% | 92 |
|
|
2017
Q2 | $1.15M | Buy |
+9,759
| New | +$1.13M | 0.26% | 91 |
|
Other funds holding PM
VCM
Colonial Trust Advisors's PM Position: Q1 2026 in Review
Colonial Trust Advisors increased its Philip Morris (PM) stake by 18% in Q1 2026, buying an estimated $48.8K and bringing the position to 1,839 shares worth $304K. The position accounts for 0.02% of the portfolio, ranked #177.
Colonial Trust Advisors first reported a position in PM in Q2 2017 and has held it in 36 quarters since. The position peaked at $1.2M in Q4 2017. 2,853 funds tracked by Wall St. Rank hold PM as of Q1 2026.
- Colonial Trust Advisors held 1,839 shares of Philip Morris worth $304K as of Q1 2026.
- Colonial Trust Advisors bought 281 Philip Morris shares in Q1 2026, an estimated $48.8K.
- Philip Morris made up 0.02% of Colonial Trust Advisors's portfolio in Q1 2026, its #177 holding.
- Colonial Trust Advisors first reported a position in Philip Morris in Q2 2017 and has held it in 36 quarters since.
- Colonial Trust Advisors's Philip Morris position peaked at $1.2M in Q4 2017.
- 2,853 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.
Based on Colonial Trust Advisors's 13F filing for Q1 2026, filed 12 May 2026.