Gradient Investments’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 | $348K | Sell |
1,922
-73
| -4% | -$12.7K | ﹤0.01% | 390 |
|
|
2026
Q1 | $330K | Sell |
1,995
-145
| -7% | -$25.2K | 0.01% | 368 |
|
|
2025
Q4 | $343K | Sell |
2,140
-700
| -25% | -$108K | 0.01% | 302 |
|
|
2025
Q3 | $461K | Buy |
2,840
+1,539
| +118% | +$259K | 0.01% | 301 |
|
|
2025
Q2 | $237K | Sell |
1,301
-299
| -19% | -$51.3K | ﹤0.01% | 339 |
|
|
2025
Q1 | $254K | Buy |
+1,600
| New | +$227K | 0.01% | 293 |
|
|
2024
Q3 | – | Sell |
-2,187
| Closed | -$222K | – | 1020 |
|
|
2024
Q2 | $222K | Buy |
2,187
+1,415
| +183% | +$138K | 0.01% | 310 |
|
|
2024
Q1 | $70.7K | Sell |
772
-3,365
| -81% | -$310K | ﹤0.01% | 392 |
|
|
2023
Q4 | $389K | Buy |
4,137
+153
| +4% | +$14.1K | 0.01% | 281 |
|
|
2023
Q3 | $369K | Sell |
3,984
-936
| -19% | -$90.1K | 0.01% | 258 |
|
|
2023
Q2 | $480K | Buy |
4,920
+120
| +3% | +$11.5K | 0.01% | 232 |
|
|
2023
Q1 | $467K | Sell |
4,800
-124
| -3% | -$12.4K | 0.01% | 231 |
|
|
2022
Q4 | $498K | Sell |
4,924
-212
| -4% | -$20K | 0.02% | 220 |
|
|
2022
Q3 | $426K | Buy |
5,136
+254
| +5% | +$24.2K | 0.01% | 226 |
|
|
2022
Q2 | $482K | Sell |
4,882
-668
| -12% | -$68.1K | 0.01% | 220 |
|
|
2022
Q1 | $521K | Buy |
5,550
+455
| +9% | +$45.5K | 0.01% | 212 |
|
|
2021
Q4 | $484K | Sell |
5,095
-16
| -0.3% | -$1.5K | 0.01% | 218 |
|
|
2021
Q3 | $485K | Sell |
5,111
-270
| -5% | -$27.2K | 0.01% | 220 |
|
|
2021
Q2 | $533K | Buy |
5,381
+267
| +5% | +$25.6K | 0.02% | 214 |
|
|
2021
Q1 | $454K | Buy |
5,114
+357
| +8% | +$30.3K | 0.01% | 231 |
|
|
2020
Q4 | $357K | Sell |
4,757
-62
| -1% | -$4.83K | 0.02% | 219 |
|
|
2020
Q3 | $361K | Buy |
4,819
+1,290
| +37% | +$99.5K | 0.02% | 219 |
|
|
2020
Q2 | $247K | Buy |
3,529
+374
| +12% | +$27.3K | 0.01% | 231 |
|
|
2020
Q1 | $230K | Buy |
3,155
+312
| +11% | +$25.7K | 0.01% | 226 |
|
|
2019
Q4 | $242K | Buy |
2,843
+1,561
| +122% | +$129K | 0.01% | 251 |
|
|
2019
Q3 | $97K | Sell |
1,282
-40
| -3% | -$3.17K | ﹤0.01% | 306 |
|
|
2019
Q2 | $104K | Sell |
1,322
-380
| -22% | -$31.4K | 0.01% | 305 |
|
|
2019
Q1 | $150K | Sell |
1,702
-108,842
| -98% | -$8.77M | 0.01% | 262 |
|
|
2018
Q4 | $7.38M | Sell |
110,544
-4,494
| -4% | -$375K | 0.44% | 63 |
|
|
2018
Q3 | $9.38M | Buy |
115,038
+7,102
| +7% | +$583K | 0.48% | 50 |
|
|
2018
Q2 | $8.71M | Buy |
107,936
+20,824
| +24% | +$1.77M | 0.47% | 50 |
|
|
2018
Q1 | $8.66M | Buy |
87,112
+4,265
| +5% | +$444K | 0.47% | 43 |
|
|
2017
Q4 | $8.75M | Buy |
+82,847
| New | +$8.83M | 0.51% | 29 |
|
|
2017
Q3 | – | Sell |
-849
| Closed | -$100K | – | 582 |
|
|
2017
Q2 | $100K | Sell |
849
-137
| -14% | -$15.9K | 0.01% | 256 |
|
|
2017
Q1 | $111K | Buy |
986
+426
| +76% | +$44K | 0.01% | 251 |
|
|
2016
Q4 | $51K | Sell |
560
-121
| -18% | -$11.2K | ﹤0.01% | 265 |
|
|
2016
Q3 | $66K | Sell |
681
-75
| -10% | -$7.51K | 0.01% | 246 |
|
|
2016
Q2 | $77K | Sell |
756
-62
| -8% | -$6.18K | 0.01% | 227 |
|
|
2016
Q1 | $80K | Buy |
818
+62
| +8% | +$5.68K | 0.01% | 226 |
|
|
2015
Q4 | $66K | Sell |
756
-216
| -22% | -$18.8K | 0.01% | 232 |
|
|
2015
Q3 | $77K | Buy |
972
+263
| +37% | +$21.6K | 0.01% | 205 |
|
|
2015
Q2 | $57K | Buy |
709
+60
| +9% | +$4.94K | 0.01% | 231 |
|
|
2015
Q1 | $49K | Sell |
649
-110
| -14% | -$8.93K | 0.01% | 248 |
|
|
2014
Q4 | $62K | Buy |
759
+255
| +51% | +$21.9K | 0.01% | 215 |
|
|
2014
Q3 | $42K | Buy |
504
+100
| +25% | +$8.46K | 0.01% | 228 |
|
|
2014
Q2 | $34K | Sell |
404
-227
| -36% | -$19.5K | 0.01% | 245 |
|
|
2014
Q1 | $52K | Buy |
631
+346
| +121% | +$28K | 0.01% | 201 |
|
|
2013
Q4 | $25K | Sell |
285
-414
| -59% | -$36.2K | 0.01% | 278 |
|
|
2013
Q3 | $61K | Buy |
699
+409
| +141% | +$35.8K | 0.02% | 171 |
|
|
2013
Q2 | $25K | Buy |
+290
| New | +$26.9K | 0.01% | 213 |
|
Other funds holding PM
Gradient Investments's PM Position: Q2 2026 in Review
Gradient Investments reduced its Philip Morris (PM) stake by 3.7% in Q2 2026, selling an estimated $12.7K and leaving 1,922 shares worth $348K. The position accounts for ﹤0.01% of the portfolio, ranked #390.
Gradient Investments first reported a position in PM in Q2 2013 and has held it in 50 quarters since. The position peaked at $9.38M in Q3 2018. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.
- Gradient Investments held 1,922 shares of Philip Morris worth $348K as of Q2 2026.
- Gradient Investments sold 73 Philip Morris shares in Q2 2026, an estimated $12.7K.
- Philip Morris made up ﹤0.01% of Gradient Investments's portfolio in Q2 2026, its #390 holding.
- Gradient Investments first reported a position in Philip Morris in Q2 2013 and has held it in 50 quarters since.
- Gradient Investments's Philip Morris position peaked at $9.38M in Q3 2018.
- 2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.
Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.