Empirical Finance’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 | $8.6M | Sell |
52,019
-87
| -0.2% | -$15.1K | 0.4% | 51 |
|
|
2025
Q4 | $8.36M | Sell |
52,106
-2,298
| -4% | -$356K | 0.4% | 46 |
|
|
2025
Q3 | $8.82M | Buy |
54,404
+544
| +1% | +$91.5K | 0.42% | 43 |
|
|
2025
Q2 | $9.81M | Buy |
53,860
+340
| +0.6% | +$58.4K | 0.51% | 33 |
|
|
2025
Q1 | $8.5M | Buy |
53,520
+692
| +1% | +$98K | 0.51% | 35 |
|
|
2024
Q4 | $6.36M | Sell |
52,828
-700
| -1% | -$88.3K | 0.37% | 50 |
|
|
2024
Q3 | $6.5M | Buy |
53,528
+1,136
| +2% | +$132K | 0.38% | 49 |
|
|
2024
Q2 | $5.31M | Sell |
52,392
-3,677
| -7% | -$360K | 0.33% | 57 |
|
|
2024
Q1 | $5.14M | Buy |
56,069
+1,885
| +3% | +$174K | 0.32% | 64 |
|
|
2023
Q4 | $5.1M | Buy |
54,184
+325
| +0.6% | +$29.9K | 0.36% | 57 |
|
|
2023
Q3 | $4.99M | Buy |
53,859
+5,181
| +11% | +$499K | 0.37% | 53 |
|
|
2023
Q2 | $4.75M | Buy |
48,678
+5,378
| +12% | +$514K | 0.37% | 52 |
|
|
2023
Q1 | $4.21M | Buy |
43,300
+2,398
| +6% | +$239K | 0.39% | 52 |
|
|
2022
Q4 | $4.14M | Buy |
40,902
+3,232
| +9% | +$305K | 0.43% | 49 |
|
|
2022
Q3 | $3.13M | Buy |
37,670
+6,066
| +19% | +$579K | 0.37% | 54 |
|
|
2022
Q2 | $3.12M | Buy |
31,604
+1,645
| +5% | +$168K | 0.4% | 49 |
|
|
2022
Q1 | $2.81M | Buy |
29,959
+3,309
| +12% | +$331K | 0.32% | 63 |
|
|
2021
Q4 | $2.53M | Buy |
26,650
+7,063
| +36% | +$660K | 0.3% | 64 |
|
|
2021
Q3 | $1.86M | Buy |
19,587
+1,127
| +6% | +$113K | 0.28% | 67 |
|
|
2021
Q2 | $1.83M | Buy |
18,460
+2,706
| +17% | +$260K | 0.3% | 61 |
|
|
2021
Q1 | $1.3M | Hold |
15,754
| – | – | 0.23% | 113 |
|
|
2020
Q4 | $1.3M | Buy |
15,754
+2,774
| +21% | +$216K | 0.23% | 113 |
|
|
2020
Q3 | $973K | Buy |
12,980
+2,718
| +26% | +$210K | 0.21% | 134 |
|
|
2020
Q2 | $719K | Buy |
10,262
+1,273
| +14% | +$92.8K | 0.18% | 122 |
|
|
2020
Q1 | $656K | Buy |
8,989
+3,216
| +56% | +$265K | 0.2% | 111 |
|
|
2019
Q4 | $491K | Buy |
5,773
+2,138
| +59% | +$176K | 0.12% | 137 |
|
|
2019
Q3 | $276K | Buy |
3,635
+71
| +2% | +$5.63K | 0.08% | 144 |
|
|
2019
Q2 | $280K | Sell |
3,564
-69
| -2% | -$5.7K | 0.08% | 134 |
|
|
2019
Q1 | $321K | Buy |
+3,633
| New | +$293K | 0.08% | 134 |
|
|
2018
Q4 | – | Sell |
-2,991
| Closed | -$244K | – | 168 |
|
|
2018
Q3 | $244K | Buy |
2,991
+347
| +13% | +$28.5K | 0.06% | 140 |
|
|
2018
Q2 | $213K | Sell |
2,644
-989
| -27% | -$83.9K | 0.05% | 131 |
|
|
2018
Q1 | $321K | Buy |
+3,633
| New | +$378K | 0.08% | 134 |
|
|
2017
Q4 | – | Sell |
-2,969
| Closed | -$330K | – | 141 |
|
|
2017
Q3 | $330K | Buy |
2,969
+385
| +15% | +$44.8K | 0.11% | 103 |
|
|
2017
Q2 | $304K | Buy |
+2,584
| New | +$299K | 0.12% | 100 |
|
|
2017
Q1 | – | Sell |
-696
| Closed | -$64K | – | 453 |
|
|
2016
Q4 | $64K | Buy |
+696
| New | +$64.5K | 0.04% | 102 |
|
Other funds holding PM
VCM
Empirical Finance's PM Position: Q1 2026 in Review
Empirical Finance reduced its Philip Morris (PM) stake by 0.17% in Q1 2026, selling an estimated $15.1K and leaving 52,019 shares worth $8.6M. The position accounts for 0.4% of the portfolio, ranked #51.
Empirical Finance first reported a position in PM in Q4 2016 and has held it in 35 quarters since. The position peaked at $9.81M in Q2 2025. 2,853 funds tracked by Wall St. Rank hold PM as of Q1 2026.
- Empirical Finance held 52,019 shares of Philip Morris worth $8.6M as of Q1 2026.
- Empirical Finance sold 87 Philip Morris shares in Q1 2026, an estimated $15.1K.
- Philip Morris made up 0.4% of Empirical Finance's portfolio in Q1 2026, its #51 holding.
- Empirical Finance first reported a position in Philip Morris in Q4 2016 and has held it in 35 quarters since.
- Empirical Finance's Philip Morris position peaked at $9.81M in Q2 2025.
- 2,853 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.
Based on Empirical Finance's 13F filing for Q1 2026, filed 14 May 2026.