Dakota Wealth Management’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 | $2.09M | Sell |
12,664
-8,057
| -39% | -$1.4M | 0.05% | 278 |
|
|
2025
Q4 | $3.32M | Sell |
20,721
-7,041
| -25% | -$1.09M | 0.06% | 219 |
|
|
2025
Q3 | $4.5M | Sell |
27,762
-22,158
| -44% | -$3.73M | 0.09% | 165 |
|
|
2025
Q2 | $9.09M | Buy |
49,920
+4,607
| +10% | +$791K | 0.19% | 104 |
|
|
2025
Q1 | $7.19M | Buy |
45,313
+21,859
| +93% | +$3.1M | 0.17% | 114 |
|
|
2024
Q4 | $2.82M | Buy |
23,454
+172
| +0.7% | +$21.7K | 0.06% | 219 |
|
|
2024
Q3 | $2.83M | Buy |
23,282
+2,149
| +10% | +$250K | 0.06% | 229 |
|
|
2024
Q2 | $2.14M | Sell |
21,133
-164
| -0.8% | -$16K | 0.05% | 249 |
|
|
2024
Q1 | $1.95M | Buy |
21,297
+5,237
| +33% | +$483K | 0.05% | 264 |
|
|
2023
Q4 | $1.51M | Sell |
16,060
-38,154
| -70% | -$3.52M | 0.06% | 250 |
|
|
2023
Q3 | $5.02M | Sell |
54,214
-4,340
| -7% | -$418K | 0.22% | 111 |
|
|
2023
Q2 | $5.72M | Buy |
58,554
+78
| +0.1% | +$7.45K | 0.27% | 94 |
|
|
2023
Q1 | $5.69M | Buy |
58,476
+3,283
| +6% | +$327K | 0.38% | 71 |
|
|
2022
Q4 | $5.59M | Buy |
55,193
+17,850
| +48% | +$1.68M | 0.4% | 64 |
|
|
2022
Q3 | $3.1M | Buy |
37,343
+417
| +1% | +$39.8K | 0.25% | 95 |
|
|
2022
Q2 | $3.65M | Buy |
36,926
+3,388
| +10% | +$345K | 0.34% | 86 |
|
|
2022
Q1 | $3.15M | Buy |
33,538
+6,053
| +22% | +$606K | 0.26% | 110 |
|
|
2021
Q4 | $2.61M | Sell |
27,485
-36,026
| -57% | -$3.37M | 0.28% | 98 |
|
|
2021
Q3 | $6.02M | Buy |
63,511
+38,534
| +154% | +$3.88M | 0.69% | 38 |
|
|
2021
Q2 | $2.48M | Buy |
24,977
+7,315
| +41% | +$702K | 0.29% | 95 |
|
|
2021
Q1 | $1.57M | Sell |
17,662
-708
| -4% | -$60.1K | 0.21% | 112 |
|
|
2020
Q4 | $1.52M | Buy |
18,370
+170
| +0.9% | +$13.2K | 0.2% | 117 |
|
|
2020
Q3 | $1.36M | Buy |
18,200
+372
| +2% | +$28.7K | 0.22% | 103 |
|
|
2020
Q2 | $1.25M | Buy |
17,828
+9,220
| +107% | +$672K | 0.21% | 109 |
|
|
2020
Q1 | $628K | Sell |
8,608
-6,584
| -43% | -$542K | 0.14% | 135 |
|
|
2019
Q4 | $1.29M | Sell |
15,192
-193
| -1% | -$15.9K | 0.21% | 108 |
|
|
2019
Q3 | $1.17M | Buy |
15,385
+4,996
| +48% | +$396K | 0.2% | 108 |
|
|
2019
Q2 | $815K | Sell |
10,389
-6,341
| -38% | -$524K | 0.16% | 132 |
|
|
2019
Q1 | $1.48M | Sell |
16,730
-135
| -0.8% | -$10.9K | 0.29% | 85 |
|
|
2018
Q4 | $1.32M | Buy |
16,865
+673
| +4% | +$56.2K | 0.3% | 75 |
|
|
2018
Q3 | $1.32M | Sell |
16,192
-13,712
| -46% | -$1.13M | 0.3% | 79 |
|
|
2018
Q2 | $2.41M | Buy |
+29,904
| New | +$2.54M | 0.67% | 38 |
|
Other funds holding PM
VCM
Dakota Wealth Management's PM Position: Q1 2026 in Review
Dakota Wealth Management reduced its Philip Morris (PM) stake by 39% in Q1 2026, selling an estimated $1.4M and leaving 12,664 shares worth $2.09M. The position accounts for 0.05% of the portfolio, ranked #278.
Dakota Wealth Management first reported a position in PM in Q2 2018 and has held it in 32 quarters since. The position peaked at $9.09M in Q2 2025. 2,856 funds tracked by Wall St. Rank hold PM as of Q1 2026.
- Dakota Wealth Management held 12,664 shares of Philip Morris worth $2.09M as of Q1 2026.
- Dakota Wealth Management sold 8,057 Philip Morris shares in Q1 2026, an estimated $1.4M.
- Philip Morris made up 0.05% of Dakota Wealth Management's portfolio in Q1 2026, its #278 holding.
- Dakota Wealth Management first reported a position in Philip Morris in Q2 2018 and has held it in 32 quarters since.
- Dakota Wealth Management's Philip Morris position peaked at $9.09M in Q2 2025.
- 2,856 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.
Based on Dakota Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.