GHP 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
Q2 | $278K | Sell |
1,537
-66
| -4% | -$11.4K | 0.01% | 375 |
|
|
2026
Q1 | $265K | Sell |
1,603
-87
| -5% | -$15.1K | 0.01% | 368 |
|
|
2025
Q4 | $271K | Buy |
1,690
+249
| +17% | +$38.6K | 0.01% | 360 |
|
|
2025
Q3 | $234K | Buy |
1,441
+30
| +2% | +$5.05K | 0.01% | 366 |
|
|
2025
Q2 | $257K | Buy |
1,411
+64
| +5% | +$11K | 0.01% | 354 |
|
|
2025
Q1 | $214K | Sell |
1,347
-190
| -12% | -$26.9K | 0.01% | 369 |
|
|
2024
Q4 | $185K | Sell |
1,537
-133
| -8% | -$16.8K | 0.01% | 382 |
|
|
2024
Q3 | $203K | Sell |
1,670
-15
| -0.9% | -$1.74K | 0.01% | 379 |
|
|
2024
Q2 | $171K | Sell |
1,685
-62
| -4% | -$6.06K | 0.01% | 386 |
|
|
2024
Q1 | $160K | Sell |
1,747
-347
| -17% | -$32K | 0.01% | 397 |
|
|
2023
Q4 | $197K | Sell |
2,094
-345
| -14% | -$31.8K | 0.01% | 376 |
|
|
2023
Q3 | $225K | Sell |
2,439
-251
| -9% | -$24.2K | 0.01% | 357 |
|
|
2023
Q2 | $259K | Buy |
2,690
+108
| +4% | +$10.3K | 0.02% | 348 |
|
|
2023
Q1 | $251K | Sell |
2,582
-192
| -7% | -$19.1K | 0.02% | 349 |
|
|
2022
Q4 | $281K | Buy |
2,774
+9
| +0.3% | +$849 | 0.02% | 341 |
|
|
2022
Q3 | $230K | Sell |
2,765
-141
| -5% | -$13.4K | 0.02% | 340 |
|
|
2022
Q2 | $287K | Buy |
2,906
+41
| +1% | +$4.18K | 0.02% | 322 |
|
|
2022
Q1 | $269K | Sell |
2,865
-932
| -25% | -$93.2K | 0.02% | 328 |
|
|
2021
Q4 | $361K | Buy |
3,797
+441
| +13% | +$41.2K | 0.03% | 267 |
|
|
2021
Q3 | $318K | Buy |
3,356
+4
| +0.1% | +$402 | 0.03% | 262 |
|
|
2021
Q2 | $332K | Buy |
3,352
+3
| +0.1% | +$288 | 0.03% | 257 |
|
|
2021
Q1 | $297K | Buy |
3,349
+480
| +17% | +$40.8K | 0.03% | 258 |
|
|
2020
Q4 | $238K | Sell |
2,869
-96
| -3% | -$7.47K | 0.02% | 265 |
|
|
2020
Q3 | $222K | Sell |
2,965
-1,072
| -27% | -$82.7K | 0.03% | 258 |
|
|
2020
Q2 | $283K | Sell |
4,037
-131
| -3% | -$9.55K | 0.04% | 245 |
|
|
2020
Q1 | $304K | Sell |
4,168
-62
| -1% | -$5.1K | 0.05% | 243 |
|
|
2019
Q4 | $360K | Sell |
4,230
-85
| -2% | -$7.01K | 0.04% | 256 |
|
|
2019
Q3 | $328K | Buy |
4,315
+5
| +0.1% | +$396 | 0.04% | 259 |
|
|
2019
Q2 | $338K | Sell |
4,310
-58
| -1% | -$4.79K | 0.04% | 262 |
|
|
2019
Q1 | $386K | Sell |
4,368
-30
| -0.7% | -$2.42K | 0.05% | 248 |
|
|
2018
Q4 | $294K | Buy |
4,398
+3
| +0.1% | +$251 | 0.04% | 254 |
|
|
2018
Q3 | $358K | Sell |
4,395
-197
| -4% | -$16.2K | 0.05% | 251 |
|
|
2018
Q2 | $371K | Buy |
4,592
+95
| +2% | +$8.06K | 0.05% | 243 |
|
|
2018
Q1 | $447K | Sell |
4,497
-9
| -0.2% | -$937 | 0.06% | 234 |
|
|
2017
Q4 | $476K | Buy |
4,506
+230
| +5% | +$24.5K | 0.07% | 230 |
|
|
2017
Q3 | $475K | Hold |
4,276
| – | – | 0.07% | 232 |
|
|
2017
Q2 | $502K | Buy |
4,276
+207
| +5% | +$24K | 0.08% | 225 |
|
|
2017
Q1 | $459K | Hold |
4,069
| – | – | 0.08% | 228 |
|
|
2016
Q4 | $372K | Buy |
+4,069
| New | +$377K | 0.07% | 240 |
|
Other funds holding PM
GHP Investment Advisors's PM Position: Q2 2026 in Review
GHP Investment Advisors reduced its Philip Morris (PM) stake by 4.1% in Q2 2026, selling an estimated $11.4K and leaving 1,537 shares worth $278K. The position accounts for 0.01% of the portfolio, ranked #375.
GHP Investment Advisors first reported a position in PM in Q4 2016 and has held it in 39 quarters since. The position peaked at $502K in Q2 2017. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.
- GHP Investment Advisors held 1,537 shares of Philip Morris worth $278K as of Q2 2026.
- GHP Investment Advisors sold 66 Philip Morris shares in Q2 2026, an estimated $11.4K.
- Philip Morris made up 0.01% of GHP Investment Advisors's portfolio in Q2 2026, its #375 holding.
- GHP Investment Advisors first reported a position in Philip Morris in Q4 2016 and has held it in 39 quarters since.
- GHP Investment Advisors's Philip Morris position peaked at $502K in Q2 2017.
- 2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.
Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.