Cornerstone Advisory’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
Q2 | $1.11M | Buy |
6,130
+373
| +6% | +$64.7K | 0.09% | 110 |
|
|
2026
Q1 | $952K | Buy |
5,757
+208
| +4% | +$36.1K | 0.09% | 108 |
|
|
2025
Q4 | $890K | Sell |
5,549
-245
| -4% | -$38K | 0.08% | 103 |
|
|
2025
Q3 | $940K | Sell |
5,794
-303
| -5% | -$51K | 0.09% | 98 |
|
|
2025
Q2 | $1.11M | Sell |
6,097
-120
| -2% | -$20.6K | 0.12% | 89 |
|
|
2025
Q1 | $1.08M | Sell |
6,217
-284
| -4% | -$40.2K | 0.13% | 87 |
|
|
2024
Q4 | $978K | Sell |
6,501
-73
| -1% | -$9.21K | 0.11% | 90 |
|
|
2024
Q3 | $798K | Sell |
6,574
-9,614
| -59% | -$1.12M | 0.11% | 98 |
|
|
2024
Q2 | $1.64M | Buy |
16,188
+10,187
| +170% | +$996K | 0.23% | 65 |
|
|
2024
Q1 | $550K | Sell |
6,001
-345
| -5% | -$31.8K | 0.08% | 136 |
|
|
2023
Q4 | $597K | Buy |
6,346
+428
| +7% | +$39.4K | 0.09% | 123 |
|
|
2023
Q3 | $548K | Buy |
5,918
+220
| +4% | +$21.2K | 0.1% | 122 |
|
|
2023
Q2 | $556K | Buy |
5,698
+51
| +0.9% | +$4.87K | 0.1% | 125 |
|
|
2023
Q1 | $549K | Buy |
5,647
+2,090
| +59% | +$208K | 0.1% | 126 |
|
|
2022
Q4 | $360K | Sell |
3,557
-1,825
| -34% | -$172K | 0.07% | 148 |
|
|
2022
Q3 | $447K | Buy |
5,382
+1,914
| +55% | +$183K | 0.1% | 120 |
|
|
2022
Q2 | $342K | Sell |
3,468
-5,257
| -60% | -$536K | 0.08% | 137 |
|
|
2022
Q1 | $820K | Sell |
8,725
-1,618
| -16% | -$162K | 0.13% | 124 |
|
|
2021
Q4 | $983K | Buy |
10,343
+43
| +0.4% | +$4.02K | 0.14% | 112 |
|
|
2021
Q3 | $976K | Buy |
10,300
+1
| +0% | +$101 | 0.16% | 104 |
|
|
2021
Q2 | $1.02M | Sell |
10,299
-2,107
| -17% | -$202K | 0.17% | 98 |
|
|
2021
Q1 | $1.1M | Hold |
12,406
| – | – | 0.21% | 86 |
|
|
2020
Q4 | $1.03M | Sell |
12,406
-5,150
| -29% | -$401K | 0.21% | 92 |
|
|
2020
Q3 | $1.32M | Sell |
17,556
-2,300
| -12% | -$177K | 0.31% | 63 |
|
|
2020
Q2 | $1.39M | Buy |
19,856
+16,653
| +520% | +$1.21M | 0.36% | 57 |
|
|
2020
Q1 | $234K | Sell |
3,203
-1,021
| -24% | -$84K | 0.07% | 137 |
|
|
2019
Q4 | $359K | Buy |
4,224
+239
| +6% | +$19.7K | 0.07% | 132 |
|
|
2019
Q3 | $303K | Sell |
3,985
-1,214
| -23% | -$96.2K | 0.07% | 133 |
|
|
2019
Q2 | $408K | Sell |
5,199
-51
| -1% | -$4.21K | 0.09% | 114 |
|
|
2019
Q1 | $464K | Sell |
5,250
-630
| -11% | -$50.7K | 0.1% | 108 |
|
|
2018
Q4 | $393K | Sell |
5,880
-1,572
| -21% | -$131K | 0.1% | 105 |
|
|
2018
Q3 | $607K | Buy |
7,452
+901
| +14% | +$74K | 0.18% | 82 |
|
|
2018
Q2 | $528K | Buy |
6,551
+1,090
| +20% | +$92.5K | 0.17% | 83 |
|
|
2018
Q1 | $543K | Sell |
5,461
-820
| -13% | -$85.4K | 0.2% | 82 |
|
|
2017
Q4 | $663K | Sell |
6,281
-813
| -11% | -$86.6K | 0.23% | 81 |
|
|
2017
Q3 | $788K | Buy |
7,094
+1,298
| +22% | +$151K | 0.27% | 65 |
|
|
2017
Q2 | $681K | Buy |
5,796
+2,122
| +58% | +$246K | 0.23% | 73 |
|
|
2017
Q1 | $415K | Buy |
3,674
+70
| +2% | +$7.22K | 0.21% | 70 |
|
|
2016
Q4 | $330K | Hold |
3,604
| – | – | 0.25% | 60 |
|
|
2016
Q3 | $350K | Sell |
3,604
-37
| -1% | -$3.71K | 0.29% | 55 |
|
|
2016
Q2 | $370K | Sell |
3,641
-119
| -3% | -$11.9K | 0.31% | 54 |
|
|
2016
Q1 | $369K | Sell |
3,760
-200
| -5% | -$18.3K | 0.32% | 54 |
|
|
2015
Q4 | $348K | Buy |
+3,960
| New | +$344K | 0.3% | 54 |
|
Other funds holding PM
Cornerstone Advisory's PM Position: Q2 2026 in Review
Cornerstone Advisory increased its Philip Morris (PM) stake by 6.5% in Q2 2026, buying an estimated $64.7K and bringing the position to 6,130 shares worth $1.11M. The position accounts for 0.09% of the portfolio, ranked #110.
Cornerstone Advisory first reported a position in PM in Q4 2015 and has held it in 43 quarters since. The position peaked at $1.64M in Q2 2024. 2,918 funds tracked by Wall St. Rank hold PM as of Q2 2026.
- Cornerstone Advisory held 6,130 shares of Philip Morris worth $1.11M as of Q2 2026.
- Cornerstone Advisory bought 373 Philip Morris shares in Q2 2026, an estimated $64.7K.
- Philip Morris made up 0.09% of Cornerstone Advisory's portfolio in Q2 2026, its #110 holding.
- Cornerstone Advisory first reported a position in Philip Morris in Q4 2015 and has held it in 43 quarters since.
- Cornerstone Advisory's Philip Morris position peaked at $1.64M in Q2 2024.
- 2,918 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.
Based on Cornerstone Advisory's 13F filing for Q2 2026, filed 29 Jul 2026.