Credential Securities’s Philip Morris PM Stock Holding History

Credential Securities’s Portfolio PM Stock Details PM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	$288K	Sell	3,561 -274	-7%	-$23.3K	0.07%	144
2018 Q1	$381K	Sell	3,835 -108	-3%	-$11.2K	0.09%	134
2017 Q4	$417K	Sell	3,943 -93	-2%	-$9.91K	0.1%	133
2017 Q3	$448K	Buy	4,036 +1	+0%	+$116	0.12%	128
2017 Q2	$473K	Sell	4,035 -80	-2%	-$9.27K	0.14%	119
2017 Q1	$465K	Sell	4,115 -23	-0.6%	-$2.37K	0.16%	120
2016 Q4	$379K	Sell	4,138 -2,647	-39%	-$245K	0.15%	132
2016 Q3	$659K	Sell	6,785 -48	-0.7%	-$4.81K	0.3%	95
2016 Q2	$695K	Sell	6,833 -6,697	-49%	-$668K	0.36%	89
2016 Q1	$1.33M	Buy	13,530 +291	+2%	+$26.7K	0.77%	32
2015 Q4	$1.16M	Sell	13,239 -3,414	-21%	-$296K	0.76%	30
2015 Q3	$1.32M	Buy	16,653 +564	+4%	+$46.4K	0.92%	28
2015 Q2	$1.29M	Buy	16,089 +991	+7%	+$81.5K	0.81%	32
2015 Q1	$1.14M	Buy	15,098 +1,088	+8%	+$88.3K	0.74%	33
2014 Q4	$1.14M	Buy	14,010 +904	+7%	+$77.6K	0.74%	34
2014 Q3	$1.08M	Buy	13,106 +735	+6%	+$62.2K	0.73%	34
2014 Q2	$1.04M	Buy	12,371 +854	+7%	+$73.5K	0.69%	36
2014 Q1	$943K	Buy	+11,517	New	+$931K	0.7%	37

Other funds holding PM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Credential Securities's PM Position: Q2 2018 in Review

Credential Securities reduced its Philip Morris (PM) stake by 7.1% in Q2 2018, selling an estimated $23.3K and leaving 3,561 shares worth $288K. The position accounts for 0.07% of the portfolio, ranked #144.

Credential Securities first reported a position in PM in Q1 2014 and has held it in 18 quarters since. The position peaked at $1.33M in Q1 2016. 1,656 funds tracked by Wall St. Rank hold PM as of Q2 2018.

Credential Securities held 3,561 shares of Philip Morris worth $288K as of Q2 2018.
Credential Securities sold 274 Philip Morris shares in Q2 2018, an estimated $23.3K.
Philip Morris made up 0.07% of Credential Securities's portfolio in Q2 2018, its #144 holding.
Credential Securities first reported a position in Philip Morris in Q1 2014 and has held it in 18 quarters since.
Credential Securities's Philip Morris position peaked at $1.33M in Q1 2016.
1,656 funds tracked by Wall St. Rank held Philip Morris as of Q2 2018.

Based on Credential Securities's 13F filing for Q2 2018, filed 21 Jul 2025.