Envestnet Asset 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
Q2 | $1.12B | Buy |
6,216,401
+285,703
| +5% | +$49.5M | 0.27% | 71 |
|
|
2026
Q1 | $981M | Buy |
5,930,698
+243,083
| +4% | +$42.2M | 0.26% | 68 |
|
|
2025
Q4 | $912M | Sell |
5,687,615
-322,361
| -5% | -$49.9M | 0.27% | 68 |
|
|
2025
Q3 | $975M | Sell |
6,009,976
-14,925
| -0.2% | -$2.51M | 0.28% | 66 |
|
|
2025
Q2 | $1.1B | Buy |
6,024,901
+305,069
| +5% | +$52.4M | 0.32% | 59 |
|
|
2025
Q1 | $908M | Buy |
5,719,832
+181,973
| +3% | +$25.8M | 0.29% | 67 |
|
|
2024
Q4 | $666M | Sell |
5,537,859
-63,136
| -1% | -$7.97M | 0.21% | 78 |
|
|
2024
Q3 | $680M | Sell |
5,600,995
-154,080
| -3% | -$17.9M | 0.22% | 80 |
|
|
2024
Q2 | $583M | Buy |
5,755,075
+231,678
| +4% | +$22.7M | 0.2% | 88 |
|
|
2024
Q1 | $506M | Buy |
5,523,397
+683,777
| +14% | +$63.1M | 0.19% | 98 |
|
|
2023
Q4 | $455M | Sell |
4,839,620
-2,094
| -0% | -$193K | 0.19% | 99 |
|
|
2023
Q3 | $448M | Buy |
4,841,714
+958,894
| +25% | +$92.3M | 0.21% | 86 |
|
|
2023
Q2 | $379M | Sell |
3,882,820
-16,196
| -0.4% | -$1.55M | 0.17% | 101 |
|
|
2023
Q1 | $379M | Buy |
3,899,016
+300,430
| +8% | +$29.9M | 0.18% | 92 |
|
|
2022
Q4 | $364M | Buy |
3,598,586
+195,502
| +6% | +$18.4M | 0.19% | 98 |
|
|
2022
Q3 | $282M | Buy |
3,403,084
+272,116
| +9% | +$26M | 0.16% | 105 |
|
|
2022
Q2 | $309M | Buy |
3,130,968
+201,752
| +7% | +$20.6M | 0.17% | 104 |
|
|
2022
Q1 | $275M | Buy |
2,929,216
+142,367
| +5% | +$14.2M | 0.14% | 128 |
|
|
2021
Q4 | $265M | Buy |
2,786,849
+137,242
| +5% | +$12.8M | 0.13% | 142 |
|
|
2021
Q3 | $251M | Buy |
2,649,607
+192,788
| +8% | +$19.4M | 0.14% | 131 |
|
|
2021
Q2 | $243M | Buy |
2,456,819
+155,428
| +7% | +$14.9M | 0.14% | 131 |
|
|
2021
Q1 | $204M | Buy |
2,301,391
+436,243
| +23% | +$37M | 0.13% | 129 |
|
|
2020
Q4 | $154M | Buy |
1,865,148
+133,262
| +8% | +$10.4M | 0.12% | 143 |
|
|
2020
Q3 | $130M | Buy |
1,731,886
+71,834
| +4% | +$5.54M | 0.12% | 146 |
|
|
2020
Q2 | $116M | Buy |
1,660,052
+120,460
| +8% | +$8.78M | 0.11% | 149 |
|
|
2020
Q1 | $112M | Buy |
1,539,592
+254,965
| +20% | +$21M | 0.13% | 125 |
|
|
2019
Q4 | $109M | Buy |
1,284,627
+123,777
| +11% | +$10.2M | 0.12% | 142 |
|
|
2019
Q3 | $88.1M | Sell |
1,160,850
-71,066
| -6% | -$5.63M | 0.1% | 157 |
|
|
2019
Q2 | $96.7M | Buy |
1,231,916
+86,438
| +8% | +$7.14M | 0.12% | 124 |
|
|
2019
Q1 | $101M | Buy |
1,145,478
+127,507
| +13% | +$10.3M | 0.14% | 112 |
|
|
2018
Q4 | $68M | Buy |
1,017,971
+1,000,448
| +5,709% | +$83.6M | 0.11% | 148 |
|
|
2018
Q3 | $1.43M | Sell |
17,523
-183,569
| -91% | -$15.1M | ﹤0.01% | 669 |
|
|
2018
Q2 | $16.2M | Buy |
201,092
+20,196
| +11% | +$1.71M | 0.04% | 224 |
|
|
2018
Q1 | $17.5M | Sell |
180,896
-66,410
| -27% | -$6.92M | 0.05% | 142 |
|
|
2017
Q4 | $26.1M | Buy |
247,306
+28,064
| +13% | +$2.99M | 0.06% | 173 |
|
|
2017
Q3 | $24.3M | Sell |
219,242
-50,402
| -19% | -$5.87M | 0.06% | 180 |
|
|
2017
Q2 | $31.7M | Sell |
269,644
-23,913
| -8% | -$2.77M | 0.09% | 138 |
|
|
2017
Q1 | $33.1M | Buy |
293,557
+12,071
| +4% | +$1.25M | 0.11% | 128 |
|
|
2016
Q4 | $25.8M | Buy |
281,486
+12,161
| +5% | +$1.13M | 0.09% | 158 |
|
|
2016
Q3 | $26.2M | Sell |
269,325
-87,229
| -24% | -$8.74M | 0.1% | 153 |
|
|
2016
Q2 | $36.3M | Buy |
356,554
+5,505
| +2% | +$549K | 0.14% | 126 |
|
|
2016
Q1 | $34.4M | Buy |
351,049
+8,147
| +2% | +$747K | 0.15% | 117 |
|
|
2015
Q4 | $30.1M | Buy |
342,902
+2,116
| +0.6% | +$184K | 0.14% | 141 |
|
|
2015
Q3 | $27M | Sell |
340,786
-10,210
| -3% | -$840K | 0.13% | 133 |
|
|
2015
Q2 | $28.1M | Sell |
350,996
-10,171
| -3% | -$837K | 0.13% | 150 |
|
|
2015
Q1 | $27.2M | Buy |
361,167
+310,714
| +616% | +$25.2M | 0.14% | 153 |
|
|
2014
Q4 | $4.11M | Sell |
50,453
-3,165
| -6% | -$272K | 0.04% | 250 |
|
|
2014
Q3 | $4.47M | Sell |
53,618
-38
| -0.1% | -$3.21K | 0.05% | 259 |
|
|
2014
Q2 | $4.52M | Sell |
53,656
-4,195
| -7% | -$361K | 0.05% | 249 |
|
|
2014
Q1 | $4.74M | Sell |
57,851
-1,029
| -2% | -$83.1K | 0.05% | 212 |
|
|
2013
Q4 | $5.13M | Buy |
58,880
+3,010
| +5% | +$263K | 0.06% | 196 |
|
|
2013
Q3 | $4.84M | Buy |
55,870
+5,612
| +11% | +$491K | 0.06% | 190 |
|
|
2013
Q2 | $4.35M | Buy |
+50,258
| New | +$4.67M | 0.06% | 186 |
|
Other funds holding PM
Envestnet Asset Management's PM Position: Q2 2026 in Review
Envestnet Asset Management increased its Philip Morris (PM) stake by 4.8% in Q2 2026, buying an estimated $49.5M and bringing the position to 6,216,401 shares worth $1.12B. The position accounts for 0.27% of the portfolio, ranked #71.
Envestnet Asset Management first reported a position in PM in Q2 2013 and has held it in 53 quarters since. 2,912 funds tracked by Wall St. Rank hold PM as of Q2 2026.
- Envestnet Asset Management held 6,216,401 shares of Philip Morris worth $1.12B as of Q2 2026.
- Envestnet Asset Management bought 285,703 Philip Morris shares in Q2 2026, an estimated $49.5M.
- Philip Morris made up 0.27% of Envestnet Asset Management's portfolio in Q2 2026, its #71 holding.
- Envestnet Asset Management first reported a position in Philip Morris in Q2 2013 and has held it in 53 quarters since.
- 2,912 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.
Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.