Elite 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 | $4.27M | Sell |
25,827
-688
| -3% | -$120K | 1.39% | 18 |
|
|
2025
Q4 | $4.25M | Buy |
26,515
+111
| +0.4% | +$17.2K | 1.16% | 18 |
|
|
2025
Q3 | $4.28M | Buy |
+26,404
| New | +$4.44M | 1.11% | 17 |
|
|
2024
Q3 | – | Sell |
-2,221
| Closed | -$225K | – | 41 |
|
|
2024
Q2 | $225K | Sell |
2,221
-841
| -27% | -$82.2K | 0.01% | 42 |
|
|
2024
Q1 | $281K | Buy |
3,062
+141
| +5% | +$13K | 0.01% | 45 |
|
|
2023
Q4 | $275K | Hold |
2,921
| – | – | 0.02% | 40 |
|
|
2023
Q3 | $270K | Hold |
2,921
| – | – | 0.02% | 45 |
|
|
2023
Q2 | $285K | Hold |
2,921
| – | – | 0.02% | 43 |
|
|
2023
Q1 | $284K | Hold |
2,921
| – | – | 0.02% | 48 |
|
|
2022
Q4 | $296K | Hold |
2,921
| – | – | 0.03% | 47 |
|
|
2022
Q3 | $242K | Sell |
2,921
-1
| -0% | -$95 | 0.02% | 44 |
|
|
2022
Q2 | $288K | Hold |
2,922
| – | – | 0.04% | 44 |
|
|
2022
Q1 | $274K | Hold |
2,922
| – | – | 0.04% | 48 |
|
|
2021
Q4 | $278K | Hold |
2,922
| – | – | 0.04% | 54 |
|
|
2021
Q3 | $277K | Hold |
2,922
| – | – | 0.05% | 57 |
|
|
2021
Q2 | $290 | Buy |
2,922
+38
| +1% | +$3.65K | 0.03% | 50 |
|
|
2021
Q1 | $256 | Buy |
2,884
+42
| +1% | +$3.57K | 0.03% | 50 |
|
|
2020
Q4 | $235K | Buy |
2,842
+42
| +2% | +$3.27K | 0.03% | 49 |
|
|
2020
Q3 | $210K | Buy |
+2,800
| New | +$216K | 0.03% | 42 |
|
|
2020
Q2 | – | Sell |
-2,800
| Closed | -$204K | – | 42 |
|
|
2020
Q1 | $204K | Buy |
+2,800
| New | +$230K | 0.16% | 35 |
|
|
2018
Q3 | – | Sell |
-2,433
| Closed | -$196K | – | 56 |
|
|
2018
Q2 | $196K | Hold |
2,433
| – | – | 0.07% | 50 |
|
|
2018
Q1 | $242K | Buy |
+2,433
| New | +$253K | 0.2% | 52 |
|
|
2016
Q3 | $18K | Buy |
+183
| New | +$18.3K | 0.03% | 92 |
|
|
2014
Q4 | – | Sell |
-1,201
| Closed | -$100K | – | 361 |
|
|
2014
Q3 | $100K | Hold |
1,201
| – | – | 0.09% | 86 |
|
|
2014
Q2 | $101K | Hold |
1,201
| – | – | 0.1% | 74 |
|
|
2014
Q1 | $98K | Sell |
1,201
-36,872
| -97% | -$2.98M | 0.08% | 85 |
|
|
2013
Q4 | $3.32M | Buy |
38,073
+31,802
| +507% | +$2.78M | 2.43% | 7 |
|
|
2013
Q3 | $543K | Buy |
6,271
+800
| +15% | +$69.9K | 0.48% | 47 |
|
|
2013
Q2 | $474K | Buy |
+5,471
| New | +$508K | 0.7% | 33 |
|
Other funds holding PM
VCM
Elite Wealth Management's PM Position: Q1 2026 in Review
Elite Wealth Management reduced its Philip Morris (PM) stake by 2.6% in Q1 2026, selling an estimated $120K and leaving 25,827 shares worth $4.27M. The position accounts for 1.39% of the portfolio, ranked #18.
Elite Wealth Management first reported a position in PM in Q2 2013 and has held it in 29 quarters since. The position peaked at $4.28M in Q3 2025. 2,852 funds tracked by Wall St. Rank hold PM as of Q1 2026.
- Elite Wealth Management held 25,827 shares of Philip Morris worth $4.27M as of Q1 2026.
- Elite Wealth Management sold 688 Philip Morris shares in Q1 2026, an estimated $120K.
- Philip Morris made up 1.39% of Elite Wealth Management's portfolio in Q1 2026, its #18 holding.
- Elite Wealth Management first reported a position in Philip Morris in Q2 2013 and has held it in 29 quarters since.
- Elite Wealth Management's Philip Morris position peaked at $4.28M in Q3 2025.
- 2,852 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.
Based on Elite Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.