Gilbert & Cook’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 | $1.87M | Buy |
10,312
+100
| +1% | +$17.3K | 0.21% | 40 |
|
|
2026
Q1 | $1.69M | Buy |
10,212
+84
| +0.8% | +$14.6K | 0.22% | 37 |
|
|
2025
Q4 | $1.62M | Buy |
10,128
+127
| +1% | +$19.7K | 0.2% | 44 |
|
|
2025
Q3 | $1.62M | Buy |
10,001
+3
| +0% | +$505 | 0.21% | 44 |
|
|
2025
Q2 | $1.82M | Buy |
9,998
+739
| +8% | +$127K | 0.25% | 32 |
|
|
2025
Q1 | $1.47M | Sell |
9,259
-795
| -8% | -$113K | 0.21% | 43 |
|
|
2024
Q4 | $1.21M | Sell |
10,054
-105
| -1% | -$13.2K | 0.17% | 59 |
|
|
2024
Q3 | $1.23M | Buy |
10,159
+4
| +0% | +$465 | 0.17% | 54 |
|
|
2024
Q2 | $1.03M | Sell |
10,155
-759
| -7% | -$74.2K | 0.15% | 61 |
|
|
2024
Q1 | $1,000K | Sell |
10,914
-32
| -0.3% | -$2.95K | 0.14% | 74 |
|
|
2023
Q4 | $1.03M | Buy |
10,946
+404
| +4% | +$37.2K | 0.15% | 64 |
|
|
2023
Q3 | $976K | Buy |
10,542
+838
| +9% | +$80.7K | 0.15% | 57 |
|
|
2023
Q2 | $947K | Buy |
9,704
+401
| +4% | +$38.3K | 0.15% | 52 |
|
|
2023
Q1 | $905K | Buy |
9,303
+81
| +0.9% | +$8.07K | 0.16% | 50 |
|
|
2022
Q4 | $933K | Buy |
9,222
+119
| +1% | +$11.2K | 0.17% | 46 |
|
|
2022
Q3 | $814K | Buy |
9,103
+295
| +3% | +$28.1K | 0.18% | 53 |
|
|
2022
Q2 | $870K | Buy |
8,808
+175
| +2% | +$17.8K | 0.16% | 52 |
|
|
2022
Q1 | $811K | Sell |
8,633
-5,126
| -37% | -$513K | 0.13% | 59 |
|
|
2021
Q4 | $1.31M | Buy |
13,759
+356
| +3% | +$33.3K | 0.21% | 34 |
|
|
2021
Q3 | $1.27M | Buy |
13,403
+237
| +2% | +$23.8K | 0.23% | 34 |
|
|
2021
Q2 | $1.3M | Buy |
13,166
+1,682
| +15% | +$161K | 0.23% | 34 |
|
|
2021
Q1 | $1.02M | Sell |
11,484
-497
| -4% | -$42.2K | 0.2% | 42 |
|
|
2020
Q4 | $992K | Buy |
11,981
+3,375
| +39% | +$263K | 0.21% | 42 |
|
|
2020
Q3 | $645K | Buy |
8,606
+541
| +7% | +$41.7K | 0.15% | 51 |
|
|
2020
Q2 | $565K | Buy |
8,065
+702
| +10% | +$51.2K | 0.14% | 54 |
|
|
2020
Q1 | $537K | Buy |
7,363
+119
| +2% | +$9.79K | 0.16% | 47 |
|
|
2019
Q4 | $616K | Buy |
7,244
+496
| +7% | +$40.9K | 0.15% | 50 |
|
|
2019
Q3 | $512K | Sell |
6,748
-367
| -5% | -$29.1K | 0.14% | 57 |
|
|
2019
Q2 | $559K | Buy |
7,115
+1,491
| +27% | +$123K | 0.16% | 49 |
|
|
2019
Q1 | $497K | Buy |
5,624
+1,571
| +39% | +$127K | 0.15% | 51 |
|
|
2018
Q4 | $271K | Buy |
4,053
+677
| +20% | +$56.5K | 0.1% | 73 |
|
|
2018
Q3 | $275K | Buy |
3,376
+20
| +0.6% | +$1.64K | 0.09% | 78 |
|
|
2018
Q2 | $271K | Buy |
3,356
+286
| +9% | +$24.3K | 0.09% | 74 |
|
|
2018
Q1 | $305K | Buy |
3,070
+431
| +16% | +$44.9K | 0.11% | 60 |
|
|
2017
Q4 | $279K | Sell |
2,639
-11
| -0.4% | -$1.17K | 0.1% | 64 |
|
|
2017
Q3 | $294K | Sell |
2,650
-2,076
| -44% | -$242K | 0.11% | 54 |
|
|
2017
Q2 | $554K | Buy |
4,726
+2,025
| +75% | +$235K | 0.2% | 48 |
|
|
2017
Q1 | $305K | Buy |
2,701
+170
| +7% | +$17.5K | 0.13% | 54 |
|
|
2016
Q4 | $232K | Buy |
+2,531
| New | +$235K | 0.1% | 65 |
|
Other funds holding PM
Gilbert & Cook's PM Position: Q2 2026 in Review
Gilbert & Cook increased its Philip Morris (PM) stake by 0.98% in Q2 2026, buying an estimated $17.3K and bringing the position to 10,312 shares worth $1.87M. The position accounts for 0.21% of the portfolio, ranked #40.
Gilbert & Cook first reported a position in PM in Q4 2016 and has held it in 39 quarters since. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.
- Gilbert & Cook held 10,312 shares of Philip Morris worth $1.87M as of Q2 2026.
- Gilbert & Cook bought 100 Philip Morris shares in Q2 2026, an estimated $17.3K.
- Philip Morris made up 0.21% of Gilbert & Cook's portfolio in Q2 2026, its #40 holding.
- Gilbert & Cook first reported a position in Philip Morris in Q4 2016 and has held it in 39 quarters since.
- 2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.
Based on Gilbert & Cook's 13F filing for Q2 2026, filed 28 Jul 2026.