Edgemoor Investment 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
Q1 | $440K | Hold |
2,661
| – | – | 0.03% | 126 |
|
|
2025
Q4 | $427K | Hold |
2,661
| – | – | 0.03% | 127 |
|
|
2025
Q3 | $432K | Hold |
2,661
| – | – | 0.03% | 131 |
|
|
2025
Q2 | $485K | Hold |
2,661
| – | – | 0.04% | 122 |
|
|
2025
Q1 | $422K | Hold |
2,661
| – | – | 0.04% | 120 |
|
|
2024
Q4 | $320K | Hold |
2,661
| – | – | 0.03% | 131 |
|
|
2024
Q3 | $323K | Hold |
2,661
| – | – | 0.03% | 135 |
|
|
2024
Q2 | $270K | Sell |
2,661
-59
| -2% | -$5.77K | 0.03% | 138 |
|
|
2024
Q1 | $249K | Sell |
2,720
-338
| -11% | -$31.2K | 0.02% | 148 |
|
|
2023
Q4 | $288K | Sell |
3,058
-2
| -0.1% | -$184 | 0.03% | 137 |
|
|
2023
Q3 | $283K | Hold |
3,060
| – | – | 0.03% | 133 |
|
|
2023
Q2 | $299K | Sell |
3,060
-121
| -4% | -$11.6K | 0.03% | 129 |
|
|
2023
Q1 | $309K | Buy |
3,181
+200
| +7% | +$19.9K | 0.04% | 125 |
|
|
2022
Q4 | $302K | Sell |
2,981
-80
| -3% | -$7.55K | 0.04% | 134 |
|
|
2022
Q3 | $254K | Hold |
3,061
| – | – | 0.03% | 125 |
|
|
2022
Q2 | $302K | Buy |
3,061
+121
| +4% | +$12.3K | 0.04% | 125 |
|
|
2022
Q1 | $276K | Buy |
2,940
+376
| +15% | +$37.6K | 0.03% | 137 |
|
|
2021
Q4 | $244K | Buy |
2,564
+300
| +13% | +$28K | 0.03% | 137 |
|
|
2021
Q3 | $215K | Hold |
2,264
| – | – | 0.02% | 129 |
|
|
2021
Q2 | $224K | Hold |
2,264
| – | – | 0.02% | 137 |
|
|
2021
Q1 | $201K | Buy |
+2,264
| New | +$192K | 0.02% | 133 |
|
|
2018
Q2 | – | Sell |
-2,042
| Closed | -$203K | – | 140 |
|
|
2018
Q1 | $203K | Sell |
2,042
-328
| -14% | -$34.2K | 0.03% | 139 |
|
|
2017
Q4 | $249K | Sell |
2,370
-272
| -10% | -$29K | 0.03% | 127 |
|
|
2017
Q3 | $293K | Sell |
2,642
-307
| -10% | -$35.7K | 0.04% | 118 |
|
|
2017
Q2 | $346K | Sell |
2,949
-578
| -16% | -$66.9K | 0.05% | 113 |
|
|
2017
Q1 | $398K | Buy |
3,527
+583
| +20% | +$60.2K | 0.06% | 101 |
|
|
2016
Q4 | $269K | Buy |
2,944
+238
| +9% | +$22.1K | 0.04% | 108 |
|
|
2016
Q3 | $263K | Hold |
2,706
| – | – | 0.04% | 106 |
|
|
2016
Q2 | $275K | Hold |
2,706
| – | – | 0.04% | 105 |
|
|
2016
Q1 | $265K | Hold |
2,706
| – | – | 0.04% | 111 |
|
|
2015
Q4 | $238K | Hold |
2,706
| – | – | 0.04% | 123 |
|
|
2015
Q3 | $215K | Hold |
2,706
| – | – | 0.03% | 135 |
|
|
2015
Q2 | $217K | Hold |
2,706
| – | – | 0.03% | 133 |
|
|
2015
Q1 | $204K | Sell |
2,706
-472
| -15% | -$38.3K | 0.03% | 132 |
|
|
2014
Q4 | $259K | Hold |
3,178
| – | – | 0.04% | 121 |
|
|
2014
Q3 | $265K | Sell |
3,178
-136
| -4% | -$11.5K | 0.04% | 121 |
|
|
2014
Q2 | $279K | Hold |
3,314
| – | – | 0.04% | 120 |
|
|
2014
Q1 | $271K | Hold |
3,314
| – | – | 0.04% | 116 |
|
|
2013
Q4 | $289K | Hold |
3,314
| – | – | 0.05% | 115 |
|
|
2013
Q3 | $287K | Hold |
3,314
| – | – | 0.05% | 114 |
|
|
2013
Q2 | $287K | Buy |
+3,314
| New | +$308K | 0.05% | 122 |
|
Other funds holding PM
VCM
Edgemoor Investment Advisors's PM Position: Q1 2026 in Review
Edgemoor Investment Advisors held its Philip Morris (PM) position steady in Q1 2026 at 2,661 shares worth $440K. The position accounts for 0.03% of the portfolio, ranked #126.
Edgemoor Investment Advisors first reported a position in PM in Q2 2013 and has held it in 41 quarters since. The position peaked at $485K in Q2 2025. 2,854 funds tracked by Wall St. Rank hold PM as of Q1 2026.
- Edgemoor Investment Advisors held 2,661 shares of Philip Morris worth $440K as of Q1 2026.
- Edgemoor Investment Advisors left its Philip Morris share count unchanged in Q1 2026.
- Philip Morris made up 0.03% of Edgemoor Investment Advisors's portfolio in Q1 2026, its #126 holding.
- Edgemoor Investment Advisors first reported a position in Philip Morris in Q2 2013 and has held it in 41 quarters since.
- Edgemoor Investment Advisors's Philip Morris position peaked at $485K in Q2 2025.
- 2,854 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.
Based on Edgemoor Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.