Evergreen Capital 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 | $3.88M | Buy |
23,266
+5,708
| +33% | +$992K | 0.08% | 227 |
|
|
2025
Q4 | $2.84M | Buy |
17,558
+170
| +1% | +$26.3K | 0.06% | 257 |
|
|
2025
Q3 | $2.82M | Buy |
17,388
+2,214
| +15% | +$373K | 0.07% | 235 |
|
|
2025
Q2 | $2.78M | Buy |
15,174
+526
| +4% | +$90.3K | 0.08% | 226 |
|
|
2025
Q1 | $2.34M | Buy |
14,648
+896
| +7% | +$127K | 0.08% | 233 |
|
|
2024
Q4 | $1.67M | Sell |
13,752
-272
| -2% | -$34.3K | 0.05% | 277 |
|
|
2024
Q3 | $1.72M | Buy |
14,024
+6,033
| +75% | +$701K | 0.06% | 271 |
|
|
2024
Q2 | $820K | Sell |
7,991
-2,414
| -23% | -$236K | 0.03% | 345 |
|
|
2024
Q1 | $967K | Sell |
10,405
-4,089
| -28% | -$377K | 0.04% | 296 |
|
|
2023
Q4 | $1.38M | Buy |
14,494
+4,015
| +38% | +$370K | 0.06% | 261 |
|
|
2023
Q3 | $984K | Sell |
10,479
-279
| -3% | -$26.9K | 0.04% | 286 |
|
|
2023
Q2 | $1.06M | Buy |
10,758
+1,971
| +22% | +$188K | 0.04% | 283 |
|
|
2023
Q1 | $866K | Sell |
8,787
-151
| -2% | -$15K | 0.04% | 290 |
|
|
2022
Q4 | $915K | Buy |
8,938
+589
| +7% | +$55.6K | 0.04% | 288 |
|
|
2022
Q3 | $704K | Buy |
8,349
+1,946
| +30% | +$186K | 0.04% | 295 |
|
|
2022
Q2 | $642K | Buy |
6,403
+840
| +15% | +$85.6K | 0.03% | 302 |
|
|
2022
Q1 | $523K | Buy |
5,563
+995
| +22% | +$99.5K | 0.02% | 369 |
|
|
2021
Q4 | $434K | Sell |
4,568
-598
| -12% | -$55.9K | 0.02% | 396 |
|
|
2021
Q3 | $490K | Buy |
5,166
+1,681
| +48% | +$169K | 0.02% | 354 |
|
|
2021
Q2 | $345K | Sell |
3,485
-1,576
| -31% | -$151K | 0.02% | 389 |
|
|
2021
Q1 | $449K | Buy |
5,061
+2,331
| +85% | +$198K | 0.02% | 332 |
|
|
2020
Q4 | $226K | Sell |
2,730
-1,280
| -32% | -$99.6K | 0.01% | 398 |
|
|
2020
Q3 | $301K | Buy |
+4,010
| New | +$309K | 0.02% | 324 |
|
|
2020
Q2 | – | Sell |
-3,282
| Closed | -$239K | – | 423 |
|
|
2020
Q1 | $239K | Sell |
3,282
-227
| -6% | -$18.7K | 0.02% | 304 |
|
|
2019
Q4 | $299K | Buy |
3,509
+28
| +0.8% | +$2.31K | 0.02% | 353 |
|
|
2019
Q3 | $264K | Sell |
3,481
-1,204
| -26% | -$95.4K | 0.02% | 327 |
|
|
2019
Q2 | $368K | Buy |
4,685
+1,219
| +35% | +$101K | 0.04% | 272 |
|
|
2019
Q1 | $306K | Buy |
3,466
+124
| +4% | +$9.99K | 0.03% | 285 |
|
|
2018
Q4 | $223K | Sell |
3,342
-1,329
| -28% | -$111K | 0.02% | 325 |
|
|
2018
Q3 | $381K | Buy |
4,671
+1,573
| +51% | +$129K | 0.03% | 245 |
|
|
2018
Q2 | $250K | Sell |
3,098
-194
| -6% | -$16.5K | 0.02% | 306 |
|
|
2018
Q1 | $327K | Buy |
3,292
+702
| +27% | +$73.1K | 0.03% | 245 |
|
|
2017
Q4 | $273K | Buy |
+2,590
| New | +$276K | 0.03% | 201 |
|
|
2017
Q3 | – | Sell |
-1,782
| Closed | -$209K | – | 200 |
|
|
2017
Q2 | $209K | Buy |
+1,782
| New | +$206K | 0.03% | 131 |
|
Other funds holding PM
VCM
Evergreen Capital Management's PM Position: Q1 2026 in Review
Evergreen Capital Management increased its Philip Morris (PM) stake by 33% in Q1 2026, buying an estimated $992K and bringing the position to 23,266 shares worth $3.88M. The position accounts for 0.08% of the portfolio, ranked #227.
Evergreen Capital Management first reported a position in PM in Q2 2017 and has held it in 34 quarters since. 2,852 funds tracked by Wall St. Rank hold PM as of Q1 2026.
- Evergreen Capital Management held 23,266 shares of Philip Morris worth $3.88M as of Q1 2026.
- Evergreen Capital Management bought 5,708 Philip Morris shares in Q1 2026, an estimated $992K.
- Philip Morris made up 0.08% of Evergreen Capital Management's portfolio in Q1 2026, its #227 holding.
- Evergreen Capital Management first reported a position in Philip Morris in Q2 2017 and has held it in 34 quarters since.
- 2,852 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.
Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.