Creative Financial Designs’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 | $621K | Buy |
3,753
+165
| +5% | +$28.7K | 0.04% | 299 |
|
|
2025
Q4 | $575K | Sell |
3,588
-669
| -16% | -$104K | 0.04% | 311 |
|
|
2025
Q3 | $691K | Buy |
4,257
+530
| +14% | +$89.2K | 0.05% | 280 |
|
|
2025
Q2 | $679K | Buy |
3,727
+103
| +3% | +$17.7K | 0.05% | 274 |
|
|
2025
Q1 | $575K | Sell |
3,624
-4
| -0.1% | -$567 | 0.05% | 272 |
|
|
2024
Q4 | $437K | Buy |
3,628
+73
| +2% | +$9.21K | 0.04% | 303 |
|
|
2024
Q3 | $432K | Buy |
3,555
+8
| +0.2% | +$930 | 0.04% | 308 |
|
|
2024
Q2 | $359K | Buy |
3,547
+594
| +20% | +$58.1K | 0.03% | 322 |
|
|
2024
Q1 | $271K | Buy |
2,953
+211
| +8% | +$19.5K | 0.03% | 355 |
|
|
2023
Q4 | $258K | Sell |
2,742
-489
| -15% | -$45.1K | 0.03% | 340 |
|
|
2023
Q3 | $299K | Buy |
3,231
+22
| +0.7% | +$2.12K | 0.03% | 278 |
|
|
2023
Q2 | $313K | Sell |
3,209
-60
| -2% | -$5.73K | 0.04% | 273 |
|
|
2023
Q1 | $318K | Sell |
3,269
-1,952
| -37% | -$195K | 0.04% | 266 |
|
|
2022
Q4 | $528K | Sell |
5,221
-218
| -4% | -$20.6K | 0.08% | 188 |
|
|
2022
Q3 | $452K | Buy |
5,439
+3,174
| +140% | +$303K | 0.07% | 188 |
|
|
2022
Q2 | $224K | Buy |
2,265
+1,852
| +448% | +$189K | 0.04% | 278 |
|
|
2022
Q1 | $39K | Buy |
413
+188
| +84% | +$18.8K | 0.01% | 611 |
|
|
2021
Q4 | $21K | Sell |
225
-2
| -0.9% | -$187 | ﹤0.01% | 754 |
|
|
2021
Q3 | $22K | Sell |
227
-217
| -49% | -$21.8K | ﹤0.01% | 840 |
|
|
2021
Q2 | $44K | Buy |
444
+101
| +29% | +$9.69K | 0.01% | 640 |
|
|
2021
Q1 | $30K | Buy |
343
+2
| +0.6% | +$170 | 0.01% | 688 |
|
|
2020
Q4 | $28K | Buy |
341
+2
| +0.6% | +$156 | 0.01% | 646 |
|
|
2020
Q3 | $25K | Buy |
339
+17
| +5% | +$1.31K | 0.01% | 616 |
|
|
2020
Q2 | $23K | Sell |
322
-328
| -50% | -$23.9K | 0.01% | 575 |
|
|
2020
Q1 | $47K | Sell |
650
-200
| -24% | -$16.5K | 0.02% | 231 |
|
|
2019
Q4 | $72K | Sell |
850
-18
| -2% | -$1.48K | 0.03% | 217 |
|
|
2019
Q3 | $67K | Buy |
868
+18
| +2% | +$1.43K | 0.04% | 209 |
|
|
2019
Q2 | $68K | Hold |
850
| – | – | 0.04% | 210 |
|
|
2019
Q1 | $75K | Buy |
+850
| New | +$68.5K | 0.04% | 188 |
|
|
2018
Q4 | – | Sell |
-2
| Closed | – | – | 717 |
|
|
2018
Q3 | $0 | Sell |
2
-848
| -100% | -$69.6K | ﹤0.01% | 808 |
|
|
2018
Q2 | $69K | Buy |
850
+300
| +55% | +$25.5K | 0.04% | 205 |
|
|
2018
Q1 | $55K | Hold |
550
| – | – | 0.04% | 220 |
|
|
2017
Q4 | $58K | Sell |
550
-73
| -12% | -$7.78K | 0.04% | 206 |
|
|
2017
Q3 | $69K | Sell |
623
-48
| -7% | -$5.59K | 0.04% | 210 |
|
|
2017
Q2 | $79K | Sell |
671
-26
| -4% | -$3.01K | 0.05% | 198 |
|
|
2017
Q1 | $78K | Hold |
697
| – | – | 0.06% | 193 |
|
|
2016
Q4 | $63K | Buy |
+697
| New | +$64.6K | 0.05% | 208 |
|
Other funds holding PM
VCM
Creative Financial Designs's PM Position: Q1 2026 in Review
Creative Financial Designs increased its Philip Morris (PM) stake by 4.6% in Q1 2026, buying an estimated $28.7K and bringing the position to 3,753 shares worth $621K. The position accounts for 0.04% of the portfolio, ranked #299.
Creative Financial Designs first reported a position in PM in Q4 2016 and has held it in 37 quarters since. The position peaked at $691K in Q3 2025. 2,854 funds tracked by Wall St. Rank hold PM as of Q1 2026.
- Creative Financial Designs held 3,753 shares of Philip Morris worth $621K as of Q1 2026.
- Creative Financial Designs bought 165 Philip Morris shares in Q1 2026, an estimated $28.7K.
- Philip Morris made up 0.04% of Creative Financial Designs's portfolio in Q1 2026, its #299 holding.
- Creative Financial Designs first reported a position in Philip Morris in Q4 2016 and has held it in 37 quarters since.
- Creative Financial Designs's Philip Morris position peaked at $691K in Q3 2025.
- 2,854 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.
Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.