CX Institutional’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 | $1.71M | Buy |
9,455
+71
| +0.8% | +$12.3K | 0.05% | 269 |
|
|
2026
Q1 | $1.55M | Buy |
9,384
+36
| +0.4% | +$6.26K | 0.05% | 285 |
|
|
2025
Q4 | $1.5M | Sell |
9,348
-783
| -8% | -$121K | 0.04% | 239 |
|
|
2025
Q3 | $1.64M | Buy |
10,131
+1,575
| +18% | +$265K | 0.05% | 233 |
|
|
2025
Q2 | $1.56M | Sell |
8,556
-337
| -4% | -$57.9K | 0.05% | 214 |
|
|
2025
Q1 | $1.41M | Buy |
8,893
+373
| +4% | +$52.8K | 0.05% | 235 |
|
|
2024
Q4 | $1.03M | Buy |
8,520
+958
| +13% | +$121K | 0.04% | 255 |
|
|
2024
Q3 | $918K | Buy |
7,562
+475
| +7% | +$55.2K | 0.04% | 299 |
|
|
2024
Q2 | $718K | Buy |
7,087
+138
| +2% | +$13.5K | 0.03% | 324 |
|
|
2024
Q1 | $637K | Sell |
6,949
-25,237
| -78% | -$2.33M | 0.03% | 336 |
|
|
2023
Q4 | $3.03M | Sell |
32,186
-5,751
| -15% | -$530K | 0.16% | 171 |
|
|
2023
Q3 | $3.51M | Buy |
37,937
+30,970
| +445% | +$2.98M | 0.19% | 131 |
|
|
2023
Q2 | $680K | Buy |
6,967
+2,888
| +71% | +$276K | 0.04% | 320 |
|
|
2023
Q1 | $399K | Sell |
4,079
-1,766
| -30% | -$176K | 0.02% | 368 |
|
|
2022
Q4 | $592K | Buy |
5,845
+3,096
| +113% | +$292K | 0.04% | 346 |
|
|
2022
Q3 | $228K | Sell |
2,749
-27,075
| -91% | -$2.58M | 0.02% | 430 |
|
|
2022
Q2 | $2.94M | Buy |
29,824
+1,453
| +5% | +$148K | 0.22% | 117 |
|
|
2022
Q1 | $2.67M | Buy |
28,371
+25,022
| +747% | +$2.5M | 0.21% | 125 |
|
|
2021
Q4 | $318K | Sell |
3,349
-358
| -10% | -$33.5K | 0.03% | 283 |
|
|
2021
Q3 | $351K | Buy |
3,707
+183
| +5% | +$18.4K | 0.03% | 298 |
|
|
2021
Q2 | $349K | Buy |
3,524
+935
| +36% | +$89.7K | 0.03% | 281 |
|
|
2021
Q1 | $230K | Buy |
2,589
+557
| +27% | +$47.3K | 0.02% | 292 |
|
|
2020
Q4 | $168K | Buy |
2,032
+294
| +17% | +$22.9K | 0.02% | 301 |
|
|
2020
Q3 | $130K | Buy |
1,738
+838
| +93% | +$64.7K | 0.01% | 290 |
|
|
2020
Q2 | $63K | Buy |
900
+809
| +889% | +$59K | 0.01% | 326 |
|
|
2020
Q1 | $7K | Sell |
91
-587
| -87% | -$48.3K | ﹤0.01% | 511 |
|
|
2019
Q4 | $58K | Buy |
678
+458
| +208% | +$37.7K | 0.01% | 272 |
|
|
2019
Q3 | $17K | Sell |
220
-190
| -46% | -$15.1K | ﹤0.01% | 394 |
|
|
2019
Q2 | $32K | Sell |
410
-37
| -8% | -$3.06K | 0.01% | 359 |
|
|
2019
Q1 | $40K | Buy |
447
+363
| +432% | +$29.2K | 0.01% | 339 |
|
|
2018
Q4 | $6K | Hold |
84
| – | – | ﹤0.01% | 386 |
|
|
2018
Q3 | $7K | Hold |
84
| – | – | ﹤0.01% | 278 |
|
|
2018
Q2 | $7K | Buy |
+84
| New | +$7.13K | ﹤0.01% | 254 |
|
Other funds holding PM
CX Institutional's PM Position: Q2 2026 in Review
CX Institutional increased its Philip Morris (PM) stake by 0.76% in Q2 2026, buying an estimated $12.3K and bringing the position to 9,455 shares worth $1.71M. The position accounts for 0.05% of the portfolio, ranked #269.
CX Institutional first reported a position in PM in Q2 2018 and has held it in 33 quarters since. The position peaked at $3.51M in Q3 2023. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.
- CX Institutional held 9,455 shares of Philip Morris worth $1.71M as of Q2 2026.
- CX Institutional bought 71 Philip Morris shares in Q2 2026, an estimated $12.3K.
- Philip Morris made up 0.05% of CX Institutional's portfolio in Q2 2026, its #269 holding.
- CX Institutional first reported a position in Philip Morris in Q2 2018 and has held it in 33 quarters since.
- CX Institutional's Philip Morris position peaked at $3.51M in Q3 2023.
- 2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.
Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.