Cumberland Partners’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 | $5.22M | Sell |
31,580
-9,050
| -22% | -$1.57M | 0.4% | 44 |
|
|
2025
Q4 | $6.52M | Sell |
40,630
-21,320
| -34% | -$3.3M | 0.4% | 50 |
|
|
2025
Q3 | $10M | Sell |
61,950
-1,595
| -3% | -$268K | 0.66% | 34 |
|
|
2025
Q2 | $11.6M | Hold |
63,545
| – | – | 0.8% | 31 |
|
|
2025
Q1 | $10.1M | Buy |
63,545
+720
| +1% | +$102K | 0.78% | 30 |
|
|
2024
Q4 | $7.56M | Buy |
62,825
+6,965
| +12% | +$879K | 0.53% | 42 |
|
|
2024
Q3 | $6.78M | Buy |
55,860
+45,860
| +459% | +$5.33M | 0.47% | 46 |
|
|
2024
Q2 | $1.01M | Buy |
+10,000
| New | +$978K | 0.07% | 130 |
|
|
2023
Q3 | – | Sell |
-16,600
| Closed | -$1.62M | – | 187 |
|
|
2023
Q2 | $1.62M | Buy |
16,600
+3,000
| +22% | +$287K | 0.15% | 100 |
|
|
2023
Q1 | $1.32M | Buy |
13,600
+4,500
| +49% | +$448K | 0.13% | 99 |
|
|
2022
Q4 | $921K | Buy |
9,100
+3,000
| +49% | +$283K | 0.1% | 111 |
|
|
2022
Q3 | $507K | Sell |
6,100
-51,625
| -89% | -$4.92M | 0.05% | 130 |
|
|
2022
Q2 | $5.7M | Sell |
57,725
-10,550
| -15% | -$1.08M | 0.54% | 46 |
|
|
2022
Q1 | $6.41M | Buy |
68,275
+7,050
| +12% | +$705K | 0.48% | 50 |
|
|
2021
Q4 | $5.82M | Sell |
61,225
-150
| -0.2% | -$14K | 0.41% | 62 |
|
|
2021
Q3 | $5.82M | Sell |
61,375
-9,780
| -14% | -$984K | 0.48% | 60 |
|
|
2021
Q2 | $7.05M | Buy |
71,155
+4,905
| +7% | +$471K | 0.55% | 52 |
|
|
2021
Q1 | $5.88M | Sell |
66,250
-925
| -1% | -$78.5K | 0.48% | 58 |
|
|
2020
Q4 | $5.56M | Sell |
67,175
-8,175
| -11% | -$636K | 0.5% | 60 |
|
|
2020
Q3 | $5.65M | Buy |
75,350
+1,650
| +2% | +$127K | 0.59% | 51 |
|
|
2020
Q2 | $5.16M | Buy |
73,700
+25,000
| +51% | +$1.82M | 0.54% | 54 |
|
|
2020
Q1 | $3.55M | Buy |
48,700
+32,975
| +210% | +$2.71M | 0.43% | 60 |
|
|
2019
Q4 | $1.34M | Buy |
15,725
+3,025
| +24% | +$249K | 0.12% | 100 |
|
|
2019
Q3 | $964K | Buy |
12,700
+3,500
| +38% | +$277K | 0.09% | 104 |
|
|
2019
Q2 | $722K | Sell |
9,200
-89,970
| -91% | -$7.43M | 0.07% | 118 |
|
|
2019
Q1 | $8.77M | Sell |
99,170
-4,900
| -5% | -$395K | 0.88% | 38 |
|
|
2018
Q4 | $6.95M | Sell |
104,070
-9,315
| -8% | -$778K | 0.78% | 37 |
|
|
2018
Q3 | $9.25M | Buy |
113,385
+3,647
| +3% | +$299K | 0.88% | 36 |
|
|
2018
Q2 | $8.86M | Sell |
109,738
-179,357
| -62% | -$15.2M | 0.89% | 34 |
|
|
2018
Q1 | $28.7M | Buy |
289,095
+49,976
| +21% | +$5.21M | 4.06% | 3 |
|
|
2017
Q4 | $25.3M | Sell |
239,119
-7,476
| -3% | -$797K | 3.32% | 12 |
|
|
2017
Q3 | $27.4M | Buy |
246,595
+60,475
| +32% | +$7.04M | 3.69% | 8 |
|
|
2017
Q2 | $21.9M | Buy |
186,120
+153,045
| +463% | +$17.7M | 3.09% | 11 |
|
|
2017
Q1 | $3.73M | Sell |
33,075
-1,600
| -5% | -$165K | 0.55% | 43 |
|
|
2016
Q4 | $3.17M | Sell |
34,675
-1,325
| -4% | -$123K | 0.48% | 42 |
|
|
2016
Q3 | $3.5M | Buy |
36,000
+250
| +0.7% | +$25K | 0.49% | 41 |
|
|
2016
Q2 | $3.64M | Buy |
35,750
+2,700
| +8% | +$269K | 0.51% | 36 |
|
|
2016
Q1 | $3.24M | Buy |
33,050
+1,630
| +5% | +$149K | 0.45% | 37 |
|
|
2015
Q4 | $2.76M | Buy |
31,420
+250
| +0.8% | +$21.7K | 0.36% | 39 |
|
|
2015
Q3 | $2.47M | Sell |
31,170
-866
| -3% | -$71.3K | 0.31% | 44 |
|
|
2015
Q2 | $2.57M | Sell |
32,036
-2,584
| -7% | -$213K | 0.29% | 43 |
|
|
2015
Q1 | $2.61M | Sell |
34,620
-12,920
| -27% | -$1.05M | 0.29% | 42 |
|
|
2014
Q4 | $3.87M | Sell |
47,540
-400
| -0.8% | -$34.4K | 0.41% | 39 |
|
|
2014
Q3 | $4M | Sell |
47,940
-6,640
| -12% | -$562K | 0.49% | 33 |
|
|
2014
Q2 | $4.6M | Sell |
54,580
-1,391
| -2% | -$120K | 0.52% | 32 |
|
|
2014
Q1 | $4.58M | Buy |
55,971
+5,100
| +10% | +$412K | 0.54% | 34 |
|
|
2013
Q4 | $4.43M | Sell |
50,871
-129
| -0.3% | -$11.3K | 0.48% | 32 |
|
|
2013
Q3 | $4.42M | Sell |
51,000
-2,010
| -4% | -$176K | 0.54% | 35 |
|
|
2013
Q2 | $4.59M | Buy |
+53,010
| New | +$4.93M | 0.59% | 36 |
|
Other funds holding PM
VCM
Cumberland Partners's PM Position: Q1 2026 in Review
Cumberland Partners reduced its Philip Morris (PM) stake by 22% in Q1 2026, selling an estimated $1.57M and leaving 31,580 shares worth $5.22M. The position accounts for 0.4% of the portfolio, ranked #44.
Cumberland Partners first reported a position in PM in Q2 2013 and has held it in 49 quarters since. The position peaked at $28.7M in Q1 2018. 2,852 funds tracked by Wall St. Rank hold PM as of Q1 2026.
- Cumberland Partners held 31,580 shares of Philip Morris worth $5.22M as of Q1 2026.
- Cumberland Partners sold 9,050 Philip Morris shares in Q1 2026, an estimated $1.57M.
- Philip Morris made up 0.4% of Cumberland Partners's portfolio in Q1 2026, its #44 holding.
- Cumberland Partners first reported a position in Philip Morris in Q2 2013 and has held it in 49 quarters since.
- Cumberland Partners's Philip Morris position peaked at $28.7M in Q1 2018.
- 2,852 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.
Based on Cumberland Partners's 13F filing for Q1 2026, filed 14 May 2026.