HCR Wealth 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 | $1.15M | Buy |
6,364
+19
| +0.3% | +$3.29K | 0.1% | 106 |
|
|
2026
Q1 | $1.05M | Sell |
6,345
-186
| -3% | -$32.3K | 0.11% | 105 |
|
|
2025
Q4 | $1.05M | Buy |
6,531
+211
| +3% | +$32.7K | 0.1% | 109 |
|
|
2025
Q3 | $998K | Sell |
6,320
-15
| -0.2% | -$2.52K | 0.1% | 107 |
|
|
2025
Q2 | $1.15M | Sell |
6,335
-10
| -0.2% | -$1.72K | 0.14% | 96 |
|
|
2025
Q1 | $1.01M | Buy |
6,345
+4
| +0.1% | +$567 | 0.13% | 98 |
|
|
2024
Q4 | $763K | Buy |
6,341
+16
| +0.3% | +$2.02K | 0.1% | 114 |
|
|
2024
Q3 | $768K | Buy |
6,325
+7
| +0.1% | +$813 | 0.1% | 112 |
|
|
2024
Q2 | $640K | Sell |
6,318
-140
| -2% | -$13.7K | 0.09% | 118 |
|
|
2024
Q1 | $592K | Sell |
6,458
-138
| -2% | -$12.7K | 0.09% | 121 |
|
|
2023
Q4 | $621K | Buy |
6,596
+1,688
| +34% | +$156K | 0.1% | 109 |
|
|
2023
Q3 | $454K | Sell |
4,908
-28
| -0.6% | -$2.69K | 0.1% | 108 |
|
|
2023
Q2 | $482K | Buy |
4,936
+59
| +1% | +$5.64K | 0.09% | 114 |
|
|
2023
Q1 | $480K | Buy |
4,877
+37
| +0.8% | +$3.69K | 0.1% | 114 |
|
|
2022
Q4 | $495K | Buy |
4,840
+620
| +15% | +$58.5K | 0.1% | 109 |
|
|
2022
Q3 | $356K | Buy |
4,220
+5
| +0.1% | +$477 | 0.08% | 128 |
|
|
2022
Q2 | $421K | Buy |
4,215
+8
| +0.2% | +$816 | 0.08% | 121 |
|
|
2022
Q1 | $395K | Sell |
4,207
-15
| -0.4% | -$1.5K | 0.06% | 140 |
|
|
2021
Q4 | $401K | Sell |
4,222
-307
| -7% | -$28.7K | 0.06% | 150 |
|
|
2021
Q3 | $429K | Buy |
4,529
+4
| +0.1% | +$402 | 0.07% | 147 |
|
|
2021
Q2 | $448K | Buy |
4,525
+3
| +0.1% | +$288 | 0.08% | 136 |
|
|
2021
Q1 | $401K | Sell |
4,522
-676
| -13% | -$57.4K | 0.08% | 138 |
|
|
2020
Q4 | $430K | Buy |
5,198
+23
| +0.4% | +$1.79K | 0.09% | 128 |
|
|
2020
Q3 | $388K | Buy |
5,175
+12
| +0.2% | +$926 | 0.09% | 118 |
|
|
2020
Q2 | $361K | Sell |
5,163
-65
| -1% | -$4.74K | 0.08% | 114 |
|
|
2020
Q1 | $381K | Sell |
5,228
-30
| -0.6% | -$2.47K | 0.11% | 102 |
|
|
2019
Q4 | $447K | Buy |
5,258
+54
| +1% | +$4.45K | 0.11% | 107 |
|
|
2019
Q3 | $395K | Sell |
5,204
-182
| -3% | -$14.4K | 0.13% | 106 |
|
|
2019
Q2 | $423K | Buy |
5,386
+207
| +4% | +$17.1K | 0.12% | 110 |
|
|
2019
Q1 | $451K | Sell |
5,179
-736
| -12% | -$59.3K | 0.13% | 110 |
|
|
2018
Q4 | $395K | Sell |
5,915
-1,650
| -22% | -$138K | 0.13% | 114 |
|
|
2018
Q3 | $663K | Sell |
7,565
-88
| -1% | -$7.22K | 0.22% | 89 |
|
|
2018
Q2 | $621K | Sell |
7,653
-389
| -5% | -$33K | 0.2% | 95 |
|
|
2018
Q1 | $799K | Sell |
8,042
-491
| -6% | -$51.1K | 0.28% | 85 |
|
|
2017
Q4 | $902K | Buy |
8,533
+4
| +0% | +$426 | 0.32% | 73 |
|
|
2017
Q3 | $947K | Buy |
8,529
+3
| +0% | +$349 | 0.4% | 64 |
|
|
2017
Q2 | $1M | Sell |
8,526
-24
| -0.3% | -$2.78K | 0.49% | 52 |
|
|
2017
Q1 | $965K | Sell |
8,550
-67
| -0.8% | -$6.91K | 0.49% | 49 |
|
|
2016
Q4 | $788K | Buy |
+8,617
| New | +$798K | 0.42% | 58 |
|
Other funds holding PM
HCR Wealth Advisors's PM Position: Q2 2026 in Review
HCR Wealth Advisors increased its Philip Morris (PM) stake by 0.3% in Q2 2026, buying an estimated $3.29K and bringing the position to 6,364 shares worth $1.15M. The position accounts for 0.1% of the portfolio, ranked #106.
HCR Wealth Advisors first reported a position in PM in Q4 2016 and has held it in 39 quarters since. The position peaked at $1.15M in Q2 2025. 2,921 funds tracked by Wall St. Rank hold PM as of Q2 2026.
- HCR Wealth Advisors held 6,364 shares of Philip Morris worth $1.15M as of Q2 2026.
- HCR Wealth Advisors bought 19 Philip Morris shares in Q2 2026, an estimated $3.29K.
- Philip Morris made up 0.1% of HCR Wealth Advisors's portfolio in Q2 2026, its #106 holding.
- HCR Wealth Advisors first reported a position in Philip Morris in Q4 2016 and has held it in 39 quarters since.
- HCR Wealth Advisors's Philip Morris position peaked at $1.15M in Q2 2025.
- 2,921 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.
Based on HCR Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.