Doliver Advisors’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 | $3.77M | Sell |
20,832
-260
| -1% | -$45.1K | 0.85% | 18 |
|
|
2026
Q1 | $3.49M | Sell |
21,092
-2,819
| -12% | -$490K | 0.79% | 17 |
|
|
2025
Q4 | $3.84M | Buy |
23,911
+1,824
| +8% | +$283K | 0.96% | 13 |
|
|
2025
Q3 | $3.58M | Sell |
22,087
-35
| -0.2% | -$5.89K | 0.93% | 15 |
|
|
2025
Q2 | $4.03M | Sell |
22,122
-5,173
| -19% | -$888K | 1.1% | 14 |
|
|
2025
Q1 | $4.33M | Sell |
27,295
-1,336
| -5% | -$189K | 1.22% | 13 |
|
|
2024
Q4 | $3.45M | Buy |
28,631
+384
| +1% | +$48.4K | 0.96% | 15 |
|
|
2024
Q3 | $3.43M | Sell |
28,247
-1,551
| -5% | -$180K | 0.94% | 14 |
|
|
2024
Q2 | $3.02M | Buy |
29,798
+655
| +2% | +$64K | 0.84% | 14 |
|
|
2024
Q1 | $2.67M | Buy |
29,143
+1,839
| +7% | +$170K | 0.75% | 15 |
|
|
2023
Q4 | $2.57M | Sell |
27,304
-19
| -0.1% | -$1.75K | 0.79% | 15 |
|
|
2023
Q3 | $2.53M | Buy |
27,323
+200
| +0.7% | +$19.2K | 0.76% | 15 |
|
|
2023
Q2 | $2.65M | Buy |
27,123
+420
| +2% | +$40.1K | 0.81% | 15 |
|
|
2023
Q1 | $2.6M | Buy |
26,703
+160
| +0.6% | +$15.9K | 0.81% | 13 |
|
|
2022
Q4 | $2.69M | Sell |
26,543
-250
| -0.9% | -$23.6K | 0.88% | 11 |
|
|
2022
Q3 | $2.22M | Buy |
26,793
+2,507
| +10% | +$239K | 0.82% | 15 |
|
|
2022
Q2 | $2.4M | Sell |
24,286
-4,075
| -14% | -$415K | 0.85% | 15 |
|
|
2022
Q1 | $2.66M | Sell |
28,361
-310
| -1% | -$31K | 0.84% | 16 |
|
|
2021
Q4 | $2.97M | Sell |
28,671
-1,470
| -5% | -$137K | 0.93% | 13 |
|
|
2021
Q3 | $2.86M | Sell |
30,141
-725
| -2% | -$72.9K | 0.96% | 12 |
|
|
2021
Q2 | $3.06M | Sell |
30,866
-240
| -0.8% | -$23K | 1.01% | 9 |
|
|
2021
Q1 | $2.76M | Buy |
31,106
+1,375
| +5% | +$117K | 1.03% | 12 |
|
|
2020
Q4 | $2.46M | Buy |
29,731
+2,005
| +7% | +$156K | 1.09% | 14 |
|
|
2020
Q3 | $2.08M | Buy |
27,726
+780
| +3% | +$60.2K | 1.05% | 11 |
|
|
2020
Q2 | $1.89M | Buy |
26,946
+2,675
| +11% | +$195K | 0.84% | 22 |
|
|
2020
Q1 | $1.82M | Sell |
24,271
-2,547
| -9% | -$210K | 0.9% | 22 |
|
|
2019
Q4 | $2.28M | Sell |
26,818
-4,453
| -14% | -$367K | 0.9% | 16 |
|
|
2019
Q3 | $2.45M | Sell |
31,271
-15,990
| -34% | -$1.27M | 0.98% | 9 |
|
|
2019
Q2 | $3.71M | Sell |
47,261
-554
| -1% | -$45.8K | 1.46% | 4 |
|
|
2019
Q1 | $4.23M | Buy |
47,815
+5,568
| +13% | +$448K | 1.71% | 5 |
|
|
2018
Q4 | $2.82M | Buy |
42,247
+9,919
| +31% | +$828K | 1.38% | 5 |
|
|
2018
Q3 | $2.64M | Buy |
32,328
+1,301
| +4% | +$107K | 1.09% | 4 |
|
|
2018
Q2 | $2.5M | Buy |
31,027
+362
| +1% | +$30.7K | 1.05% | 4 |
|
|
2018
Q1 | $3.05M | Hold |
30,665
| – | – | 1.33% | 3 |
|
|
2017
Q4 | $3.24M | Buy |
30,665
+910
| +3% | +$97K | 1.3% | 4 |
|
|
2017
Q3 | $3.3M | Buy |
29,755
+2,242
| +8% | +$261K | 1.48% | 3 |
|
|
2017
Q2 | $3.23M | Buy |
+27,513
| New | +$3.19M | 1.56% | 3 |
|
Other funds holding PM
FWIA
CF
PL
CIPU
NONA
DC
HCM
Doliver Advisors's PM Position: Q2 2026 in Review
Doliver Advisors reduced its Philip Morris (PM) stake by 1.2% in Q2 2026, selling an estimated $45.1K and leaving 20,832 shares worth $3.77M. The position accounts for 0.85% of the portfolio, ranked #18.
Doliver Advisors first reported a position in PM in Q2 2017 and has held it in 37 quarters since. The position peaked at $4.33M in Q1 2025. 839 funds tracked by Wall St. Rank hold PM as of Q2 2026.
- Doliver Advisors held 20,832 shares of Philip Morris worth $3.77M as of Q2 2026.
- Doliver Advisors sold 260 Philip Morris shares in Q2 2026, an estimated $45.1K.
- Philip Morris made up 0.85% of Doliver Advisors's portfolio in Q2 2026, its #18 holding.
- Doliver Advisors first reported a position in Philip Morris in Q2 2017 and has held it in 37 quarters since.
- Doliver Advisors's Philip Morris position peaked at $4.33M in Q1 2025.
- 839 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.
Based on Doliver Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.