DCM Advisors’s Philip Morris PM Stock Holding History

DCM Advisors’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
2026 Q1	$4.01M	Sell	24,256 -118	-0.5%	-$20.5K	1.82%	24
2025 Q4	$3.91M	Hold	24,374	–	–	1.62%	25
2025 Q3	$3.95M	Sell	24,374 -67	-0.3%	-$11.3K	1.67%	23
2025 Q2	$4.45M	Buy	24,441 +1,896	+8%	+$326K	1.91%	22
2025 Q1	$3.57M	Sell	22,545 -56	-0.2%	-$7.93K	1.91%	22
2024 Q4	$2.72M	Buy	22,601 +56	+0.2%	+$7.07K	1.28%	24
2024 Q3	$2.74M	Hold	22,545	–	–	1.38%	25
2024 Q2	$2.28M	Sell	22,545 -1,631	-7%	-$159K	1.21%	27
2024 Q1	$2.22M	Hold	24,176	–	–	0.91%	32
2023 Q4	$2.27M	Buy	24,176 +3,872	+19%	+$357K	0.82%	32
2023 Q3	$1.88M	Sell	20,304 -13	-0.1%	-$1.25K	0.85%	34
2023 Q2	$1.98M	Sell	20,317 -15	-0.1%	-$1.43K	0.85%	34
2023 Q1	$1.98M	Sell	20,332 -70	-0.3%	-$6.98K	0.92%	34
2022 Q4	$2.06M	Buy	20,402 +12,298	+152%	+$1.16M	1%	34
2022 Q3	$673K	Sell	8,104 -1,123	-12%	-$107K	0.34%	76
2022 Q2	$911K	Sell	9,227 -5,009	-35%	-$511K	0.39%	64
2022 Q1	$1.34M	Buy	14,236 +589	+4%	+$58.9K	0.47%	59
2021 Q4	$1.3M	Sell	13,647 -13,381	-50%	-$1.25M	0.38%	63
2021 Q3	$2.56M	Buy	27,028 +12,037	+80%	+$1.21M	0.99%	15
2021 Q2	$1.49M	Buy	14,991 +1,395	+10%	+$134K	0.84%	25
2021 Q1	$1.21M	Buy	+13,596	New	+$1.15M	0.7%	43

Other funds holding PM

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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

DCM Advisors's PM Position: Q1 2026 in Review

DCM Advisors reduced its Philip Morris (PM) stake by 0.48% in Q1 2026, selling an estimated $20.5K and leaving 24,256 shares worth $4.01M. The position accounts for 1.82% of the portfolio, ranked #24.

DCM Advisors first reported a position in PM in Q1 2021 and has held it in 21 quarters since. The position peaked at $4.45M in Q2 2025. 2,856 funds tracked by Wall St. Rank hold PM as of Q1 2026.

DCM Advisors held 24,256 shares of Philip Morris worth $4.01M as of Q1 2026.
DCM Advisors sold 118 Philip Morris shares in Q1 2026, an estimated $20.5K.
Philip Morris made up 1.82% of DCM Advisors's portfolio in Q1 2026, its #24 holding.
DCM Advisors first reported a position in Philip Morris in Q1 2021 and has held it in 21 quarters since.
DCM Advisors's Philip Morris position peaked at $4.45M in Q2 2025.
2,856 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on DCM Advisors's 13F filing for Q1 2026, filed 15 May 2026.