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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
Q2 		$4.52M Buy
24,994
+738
+3% +$128K 1.79% 27
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
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

DCM Advisors's PM Position: Q2 2026 in Review

DCM Advisors increased its Philip Morris (PM) stake by 3% in Q2 2026, buying an estimated $128K and bringing the position to 24,994 shares worth $4.52M. The position accounts for 1.79% of the portfolio, ranked #27.

DCM Advisors first reported a position in PM in Q1 2021 and has held it in 22 quarters since. 2,930 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • DCM Advisors held 24,994 shares of Philip Morris worth $4.52M as of Q2 2026.
  • DCM Advisors bought 738 Philip Morris shares in Q2 2026, an estimated $128K.
  • Philip Morris made up 1.79% of DCM Advisors's portfolio in Q2 2026, its #27 holding.
  • DCM Advisors first reported a position in Philip Morris in Q1 2021 and has held it in 22 quarters since.
  • 2,930 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on DCM Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.