D.B. Root & Company’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 | $471K | Sell |
2,848
-195
| -6% | -$33.9K | 0.11% | 118 |
|
|
2025
Q4 | $488K | Sell |
3,043
-81
| -3% | -$12.5K | 0.12% | 108 |
|
|
2025
Q3 | $507K | Buy |
3,124
+79
| +3% | +$13.3K | 0.13% | 107 |
|
|
2025
Q2 | $555K | Sell |
3,045
-235
| -7% | -$40.4K | 0.16% | 97 |
|
|
2025
Q1 | $521K | Buy |
3,280
+129
| +4% | +$18.3K | 0.17% | 98 |
|
|
2024
Q4 | $379K | Buy |
3,151
+6
| +0.2% | +$757 | 0.12% | 123 |
|
|
2024
Q3 | $382K | Sell |
3,145
-6,193
| -66% | -$720K | 0.13% | 118 |
|
|
2024
Q2 | $946K | Buy |
9,338
+111
| +1% | +$10.9K | 0.32% | 62 |
|
|
2024
Q1 | $845K | Buy |
9,227
+6,562
| +246% | +$605K | 0.29% | 88 |
|
|
2023
Q4 | $251K | Buy |
2,665
+274
| +11% | +$25.2K | 0.09% | 151 |
|
|
2023
Q3 | $221K | Buy |
2,391
+1
| +0% | +$96 | 0.09% | 155 |
|
|
2023
Q2 | $233K | Buy |
2,390
+2
| +0.1% | +$191 | 0.09% | 160 |
|
|
2023
Q1 | $232K | Sell |
2,388
-1
| -0% | -$100 | 0.09% | 156 |
|
|
2022
Q4 | $242K | Sell |
2,389
-27
| -1% | -$2.55K | 0.1% | 147 |
|
|
2022
Q3 | $200K | Sell |
2,416
-72
| -3% | -$6.87K | 0.09% | 154 |
|
|
2022
Q2 | $245K | Sell |
2,488
-23
| -0.9% | -$2.35K | 0.11% | 154 |
|
|
2022
Q1 | $235K | Sell |
2,511
-128
| -5% | -$12.8K | 0.09% | 167 |
|
|
2021
Q4 | $250K | Sell |
2,639
-10
| -0.4% | -$935 | 0.09% | 170 |
|
|
2021
Q3 | $251K | Sell |
2,649
-348
| -12% | -$35K | 0.1% | 173 |
|
|
2021
Q2 | $297K | Sell |
2,997
-45
| -1% | -$4.32K | 0.11% | 179 |
|
|
2021
Q1 | $269K | Sell |
3,042
-570
| -16% | -$48.4K | 0.11% | 182 |
|
|
2020
Q4 | $299K | Sell |
3,612
-8,237
| -70% | -$641K | 0.12% | 174 |
|
|
2020
Q3 | $888K | Sell |
11,849
-446
| -4% | -$34.4K | 0.36% | 74 |
|
|
2020
Q2 | $861K | Sell |
12,295
-238
| -2% | -$17.4K | 0.37% | 69 |
|
|
2020
Q1 | $914K | Buy |
12,533
+572
| +5% | +$47.1K | 0.46% | 58 |
|
|
2019
Q4 | $1.02M | Sell |
11,961
-806
| -6% | -$66.4K | 0.45% | 64 |
|
|
2019
Q3 | $969K | Sell |
12,767
-310
| -2% | -$24.6K | 0.45% | 61 |
|
|
2019
Q2 | $1.03M | Sell |
13,077
-621
| -5% | -$51.3K | 0.45% | 58 |
|
|
2019
Q1 | $1.21M | Buy |
13,698
+995
| +8% | +$80.1K | 0.52% | 49 |
|
|
2018
Q4 | $848K | Buy |
12,703
+832
| +7% | +$69.5K | 0.42% | 75 |
|
|
2018
Q3 | $968K | Buy |
11,871
+700
| +6% | +$57.5K | 0.43% | 76 |
|
|
2018
Q2 | $902K | Buy |
11,171
+730
| +7% | +$62K | 0.43% | 81 |
|
|
2018
Q1 | $1.04M | Buy |
10,441
+1,373
| +15% | +$143K | 0.55% | 58 |
|
|
2017
Q4 | $958K | Buy |
+9,068
| New | +$966K | 0.82% | 39 |
|
Other funds holding PM
VCM
D.B. Root & Company's PM Position: Q1 2026 in Review
D.B. Root & Company reduced its Philip Morris (PM) stake by 6.4% in Q1 2026, selling an estimated $33.9K and leaving 2,848 shares worth $471K. The position accounts for 0.11% of the portfolio, ranked #118.
D.B. Root & Company first reported a position in PM in Q4 2017 and has held it in 34 quarters since. The position peaked at $1.21M in Q1 2019. 2,852 funds tracked by Wall St. Rank hold PM as of Q1 2026.
- D.B. Root & Company held 2,848 shares of Philip Morris worth $471K as of Q1 2026.
- D.B. Root & Company sold 195 Philip Morris shares in Q1 2026, an estimated $33.9K.
- Philip Morris made up 0.11% of D.B. Root & Company's portfolio in Q1 2026, its #118 holding.
- D.B. Root & Company first reported a position in Philip Morris in Q4 2017 and has held it in 34 quarters since.
- D.B. Root & Company's Philip Morris position peaked at $1.21M in Q1 2019.
- 2,852 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.
Based on D.B. Root & Company's 13F filing for Q1 2026, filed 13 May 2026.