Global Retirement Partners’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 | $12.6M | Buy |
+69,525
| New | +$12.1M | 0.19% | 100 |
|
|
2025
Q4 | $10.8M | Buy |
67,177
+19,309
| +40% | +$2.99M | 0.19% | 103 |
|
|
2025
Q3 | $7.76M | Sell |
47,868
-1,589
| -3% | -$267K | 0.17% | 108 |
|
|
2025
Q2 | $9.01M | Buy |
+49,457
| New | +$8.49M | 0.22% | 90 |
|
|
2024
Q4 | $4.95M | Buy |
41,090
+571
| +1% | +$72K | 0.14% | 136 |
|
|
2024
Q3 | $4.92M | Buy |
40,519
+539
| +1% | +$62.6K | 0.15% | 136 |
|
|
2024
Q2 | $4.05M | Buy |
39,980
+10,644
| +36% | +$1.04M | 0.13% | 160 |
|
|
2024
Q1 | $2.69M | Sell |
29,336
-1,706
| -5% | -$157K | 0.1% | 201 |
|
|
2023
Q4 | $2.93M | Buy |
31,042
+5,355
| +21% | +$493K | 0.12% | 169 |
|
|
2023
Q3 | $2.35M | Sell |
25,687
-688
| -3% | -$66.2K | 0.12% | 164 |
|
|
2023
Q2 | $2.57M | Sell |
26,375
-370
| -1% | -$35.4K | 0.13% | 154 |
|
|
2023
Q1 | $2.56M | Buy |
26,745
+1,962
| +8% | +$196K | 0.14% | 152 |
|
|
2022
Q4 | $2.51M | Sell |
24,783
-148
| -0.6% | -$14K | 0.17% | 135 |
|
|
2022
Q3 | $2.29M | Buy |
24,931
+371
| +2% | +$35.4K | 0.17% | 134 |
|
|
2022
Q2 | $2.42M | Buy |
24,560
+5
| +0% | +$510 | 0.19% | 117 |
|
|
2022
Q1 | $2.62M | Buy |
+24,555
| New | +$2.46M | 0.21% | 112 |
|
|
2021
Q4 | – | Sell |
-10,925
| Closed | -$1.04M | – | 1366 |
|
|
2021
Q3 | $1.04M | Buy |
10,925
+71
| +0.7% | +$7.14K | 0.1% | 187 |
|
|
2021
Q2 | $1.08M | Buy |
10,854
+4
| +0% | +$384 | 0.11% | 183 |
|
|
2021
Q1 | $963K | Buy |
10,850
+463
| +4% | +$39.3K | 0.11% | 169 |
|
|
2020
Q4 | $860K | Sell |
10,387
-18
| -0.2% | -$1.4K | 0.11% | 174 |
|
|
2020
Q3 | $780K | Sell |
10,405
-892
| -8% | -$68.8K | 0.11% | 177 |
|
|
2020
Q2 | $791K | Buy |
11,297
+114
| +1% | +$8.31K | 0.13% | 161 |
|
|
2020
Q1 | $816K | Buy |
11,183
+118
| +1% | +$9.71K | 0.15% | 137 |
|
|
2019
Q4 | $942K | Sell |
11,065
-1,430
| -11% | -$118K | 0.14% | 152 |
|
|
2019
Q3 | $949K | Buy |
12,495
+1,945
| +18% | +$154K | 0.16% | 144 |
|
|
2019
Q2 | $828K | Buy |
10,550
+5,737
| +119% | +$474K | 0.16% | 130 |
|
|
2019
Q1 | $425K | Buy |
4,813
+787
| +20% | +$63.4K | 0.1% | 177 |
|
|
2018
Q4 | $269K | Buy |
4,026
+284
| +8% | +$23.7K | 0.07% | 242 |
|
|
2018
Q3 | $305K | Sell |
3,742
-190
| -5% | -$15.6K | 0.07% | 236 |
|
|
2018
Q2 | $317K | Buy |
3,932
+228
| +6% | +$19.3K | 0.08% | 220 |
|
|
2018
Q1 | $368K | Buy |
3,704
+1,180
| +47% | +$123K | 0.1% | 193 |
|
|
2017
Q4 | $267K | Buy |
2,524
+270
| +12% | +$28.8K | 0.07% | 228 |
|
|
2017
Q3 | $250K | Buy |
2,254
+283
| +14% | +$32.9K | 0.1% | 194 |
|
|
2017
Q2 | $231K | Buy |
1,971
+299
| +18% | +$34.6K | 0.11% | 177 |
|
|
2017
Q1 | $189K | Buy |
1,672
+273
| +20% | +$28.2K | 0.11% | 185 |
|
|
2016
Q4 | $128K | Buy |
+1,399
| New | +$130K | 0.09% | 208 |
|
Other funds holding PM
Global Retirement Partners's PM Position: Q2 2026 in Review
Global Retirement Partners opened a new position in Philip Morris (PM) in Q2 2026: 69,525 shares worth $12.6M. The stake represents 0.19% of the portfolio and ranks #100 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in PM as recently as Q4 2025.
Global Retirement Partners first reported a position in PM in Q4 2016 and has held it in 36 quarters since. 2,920 funds tracked by Wall St. Rank hold PM as of Q2 2026.
- Global Retirement Partners held 69,525 shares of Philip Morris worth $12.6M as of Q2 2026.
- Philip Morris was a new Global Retirement Partners position in Q2 2026.
- Philip Morris made up 0.19% of Global Retirement Partners's portfolio in Q2 2026, its #100 holding.
- Global Retirement Partners first reported a position in Philip Morris in Q4 2016 and has held it in 36 quarters since.
- 2,920 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.
Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.