Griffith & Werner’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
$452K Sell
2,500
-446
-15% -$77.3K 0.21% 49
2026
Q1
$487K Buy
2,946
+679
+30% +$118K 0.24% 45
2025
Q4
$364K Hold
2,267
0.19% 51
2025
Q3
$352K Buy
+2,267
New +$381K 0.18% 52
2025
Q1
$351K Sell
2,210
-259
-10% -$36.7K 0.22% 49
2024
Q4
$297K Buy
+2,469
New +$311K 0.2% 54

Other funds holding PM

Griffith & Werner's PM Position: Q2 2026 in Review

Griffith & Werner reduced its Philip Morris (PM) stake by 15% in Q2 2026, selling an estimated $77.3K and leaving 2,500 shares worth $452K. The position accounts for 0.21% of the portfolio, ranked #49.

Griffith & Werner first reported a position in PM in Q4 2024 and has held it in 6 quarters since. The position peaked at $487K in Q1 2026. 1,393 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Griffith & Werner held 2,500 shares of Philip Morris worth $452K as of Q2 2026.
  • Griffith & Werner sold 446 Philip Morris shares in Q2 2026, an estimated $77.3K.
  • Philip Morris made up 0.21% of Griffith & Werner's portfolio in Q2 2026, its #49 holding.
  • Griffith & Werner first reported a position in Philip Morris in Q4 2024 and has held it in 6 quarters since.
  • Griffith & Werner's Philip Morris position peaked at $487K in Q1 2026.
  • 1,393 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Griffith & Werner's 13F filing for Q2 2026, filed 30 Jul 2026.