Commonwealth Equity Services’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 | $79M | Sell |
477,633
-189
| -0% | -$32.8K | 0.11% | 184 |
|
|
2025
Q4 | $76.6M | Sell |
477,822
-34,063
| -7% | -$5.28M | 0.1% | 195 |
|
|
2025
Q3 | $83M | Sell |
511,885
-32,536
| -6% | -$5.47M | 0.11% | 181 |
|
|
2025
Q2 | $99.2M | Sell |
544,421
-58,430
| -10% | -$10M | 0.13% | 152 |
|
|
2025
Q1 | $95.7M | Buy |
602,851
+41,723
| +7% | +$5.91M | 0.14% | 145 |
|
|
2024
Q4 | $67.5M | Sell |
561,128
-31,491
| -5% | -$3.97M | 0.1% | 198 |
|
|
2024
Q3 | $71.9M | Buy |
592,619
+52,211
| +10% | +$6.07M | 0.11% | 180 |
|
|
2024
Q2 | $54.8M | Sell |
540,408
-3,984
| -0.7% | -$390K | 0.09% | 217 |
|
|
2024
Q1 | $49.9M | Buy |
544,392
+2,781
| +0.5% | +$256K | 0.08% | 228 |
|
|
2023
Q4 | $51M | Sell |
541,611
-789
| -0.1% | -$72.7K | 0.09% | 204 |
|
|
2023
Q3 | $50.2M | Buy |
542,400
+28,333
| +6% | +$2.73M | 0.1% | 184 |
|
|
2023
Q2 | $50.2M | Buy |
514,067
+878
| +0.2% | +$83.9K | 0.1% | 190 |
|
|
2023
Q1 | $49.9K | Buy |
513,189
+10,794
| +2% | +$1.08M | 0.1% | 179 |
|
|
2022
Q4 | $50.8M | Buy |
502,395
+7,266
| +1% | +$686K | 0.12% | 163 |
|
|
2022
Q3 | $41.1M | Buy |
495,129
+9,431
| +2% | +$899K | 0.11% | 181 |
|
|
2022
Q2 | $48M | Sell |
485,698
-13,006
| -3% | -$1.33M | 0.13% | 163 |
|
|
2022
Q1 | $46.8M | Buy |
498,704
+24,590
| +5% | +$2.46M | 0.11% | 182 |
|
|
2021
Q4 | $45M | Sell |
474,114
-6,918
| -1% | -$647K | 0.1% | 190 |
|
|
2021
Q3 | $45.6M | Buy |
481,032
+9,797
| +2% | +$985K | 0.11% | 180 |
|
|
2021
Q2 | $46.7M | Buy |
471,235
+2,074
| +0.4% | +$199K | 0.12% | 175 |
|
|
2021
Q1 | $41.6M | Sell |
469,161
-6,953
| -1% | -$590K | 0.12% | 180 |
|
|
2020
Q4 | $39.4M | Sell |
476,114
-11,126
| -2% | -$866K | 0.12% | 182 |
|
|
2020
Q3 | $36.5M | Sell |
487,240
-144,732
| -23% | -$11.2M | 0.12% | 173 |
|
|
2020
Q2 | $44.3M | Buy |
631,972
+18,051
| +3% | +$1.32M | 0.17% | 125 |
|
|
2020
Q1 | $44.8M | Sell |
613,921
-63,254
| -9% | -$5.21M | 0.21% | 105 |
|
|
2019
Q4 | $57.6M | Buy |
677,175
+43,909
| +7% | +$3.62M | 0.22% | 97 |
|
|
2019
Q3 | $48.1M | Buy |
633,266
+46,392
| +8% | +$3.68M | 0.21% | 100 |
|
|
2019
Q2 | $46.1M | Buy |
586,874
+2,714
| +0.5% | +$224K | 0.2% | 100 |
|
|
2019
Q1 | $51.6M | Buy |
584,160
+1,580
| +0.3% | +$127K | 0.24% | 86 |
|
|
2018
Q4 | $38.9M | Buy |
582,580
+56,627
| +11% | +$4.73M | 0.21% | 98 |
|
|
2018
Q3 | $42.9M | Buy |
525,953
+15,901
| +3% | +$1.31M | 0.21% | 106 |
|
|
2018
Q2 | $41.2M | Buy |
510,052
+20,936
| +4% | +$1.78M | 0.22% | 99 |
|
|
2018
Q1 | $48.6M | Buy |
489,116
+2,561
| +0.5% | +$267K | 0.26% | 84 |
|
|
2017
Q4 | $51.4M | Sell |
486,555
-6,833
| -1% | -$728K | 0.28% | 79 |
|
|
2017
Q3 | $54.8M | Buy |
493,388
+11,973
| +2% | +$1.39M | 0.33% | 73 |
|
|
2017
Q2 | $56.5M | Sell |
481,415
-32,514
| -6% | -$3.77M | 0.36% | 62 |
|
|
2017
Q1 | $58M | Sell |
513,929
-7,291
| -1% | -$752K | 0.39% | 55 |
|
|
2016
Q4 | $47.7M | Buy |
521,220
+27,346
| +6% | +$2.53M | 0.35% | 63 |
|
|
2016
Q3 | $48M | Buy |
493,874
+4,793
| +1% | +$480K | 0.38% | 59 |
|
|
2016
Q2 | $49.7M | Buy |
489,081
+3,543
| +0.7% | +$353K | 0.42% | 54 |
|
|
2016
Q1 | $47.6M | Buy |
485,538
+16,359
| +3% | +$1.5M | 0.42% | 51 |
|
|
2015
Q4 | $41.2M | Sell |
469,179
-12,349
| -3% | -$1.07M | 0.39% | 54 |
|
|
2015
Q3 | $38.2M | Buy |
481,528
+19,693
| +4% | +$1.62M | 0.4% | 51 |
|
|
2015
Q2 | $37M | Buy |
461,835
+20,757
| +5% | +$1.71M | 0.37% | 52 |
|
|
2015
Q1 | $33.2M | Buy |
441,078
+6,935
| +2% | +$563K | 0.34% | 57 |
|
|
2014
Q4 | $35.4M | Buy |
434,143
+5,157
| +1% | +$443K | 0.4% | 47 |
|
|
2014
Q3 | $35.8M | Buy |
428,986
+16,825
| +4% | +$1.42M | 0.43% | 42 |
|
|
2014
Q2 | $34.7M | Sell |
412,161
-4,504
| -1% | -$388K | 0.42% | 45 |
|
|
2014
Q1 | $34.1M | Buy |
416,665
+21,137
| +5% | +$1.71M | 0.47% | 42 |
|
|
2013
Q4 | $34.5M | Buy |
395,528
+11,516
| +3% | +$1.01M | 0.5% | 38 |
|
|
2013
Q3 | $33.3M | Buy |
384,012
+5,255
| +1% | +$459K | 0.54% | 36 |
|
|
2013
Q2 | $32.8M | Buy |
+378,757
| New | +$35.2M | 0.58% | 34 |
|
Other funds holding PM
VCM
Commonwealth Equity Services's PM Position: Q1 2026 in Review
Commonwealth Equity Services reduced its Philip Morris (PM) stake by 0.04% in Q1 2026, selling an estimated $32.8K and leaving 477,633 shares worth $79M. The position accounts for 0.11% of the portfolio, ranked #184.
Commonwealth Equity Services first reported a position in PM in Q2 2013 and has held it in 52 quarters since. The position peaked at $99.2M in Q2 2025. 2,854 funds tracked by Wall St. Rank hold PM as of Q1 2026.
- Commonwealth Equity Services held 477,633 shares of Philip Morris worth $79M as of Q1 2026.
- Commonwealth Equity Services sold 189 Philip Morris shares in Q1 2026, an estimated $32.8K.
- Philip Morris made up 0.11% of Commonwealth Equity Services's portfolio in Q1 2026, its #184 holding.
- Commonwealth Equity Services first reported a position in Philip Morris in Q2 2013 and has held it in 52 quarters since.
- Commonwealth Equity Services's Philip Morris position peaked at $99.2M in Q2 2025.
- 2,854 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.
Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.