IFG Advisory’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
Q1 | – | Sell |
-34,835
| Closed | -$5.59M | – | 731 |
|
|
2025
Q4 | $5.59M | Buy |
34,835
+848
| +2% | +$131K | 0.24% | 114 |
|
|
2025
Q3 | $5.51M | Buy |
33,987
+1,792
| +6% | +$302K | 0.25% | 108 |
|
|
2025
Q2 | $5.86M | Sell |
32,195
-2,465
| -7% | -$423K | 0.29% | 87 |
|
|
2025
Q1 | $5.5M | Buy |
34,660
+1,443
| +4% | +$204K | 0.3% | 87 |
|
|
2024
Q4 | $4M | Buy |
33,217
+724
| +2% | +$91.3K | 0.23% | 118 |
|
|
2024
Q3 | $3.94M | Buy |
32,493
+704
| +2% | +$81.8K | 0.25% | 120 |
|
|
2024
Q2 | $3.22M | Buy |
31,789
+1,771
| +6% | +$173K | 0.21% | 124 |
|
|
2024
Q1 | $2.75M | Sell |
30,018
-5,308
| -15% | -$489K | 0.21% | 140 |
|
|
2023
Q4 | $3.32M | Sell |
35,326
-872
| -2% | -$80.3K | 0.24% | 119 |
|
|
2023
Q3 | $3.35M | Buy |
36,198
+429
| +1% | +$41.3K | 0.28% | 93 |
|
|
2023
Q2 | $3.49M | Buy |
35,769
+3,791
| +12% | +$362K | 0.31% | 88 |
|
|
2023
Q1 | $3.11M | Buy |
31,978
+861
| +3% | +$85.8K | 0.29% | 80 |
|
|
2022
Q4 | $3.15M | Sell |
31,117
-6,928
| -18% | -$654K | 0.31% | 75 |
|
|
2022
Q3 | $3.16M | Buy |
38,045
+7,872
| +26% | +$751K | 0.29% | 76 |
|
|
2022
Q2 | $2.98M | Sell |
30,173
-4,672
| -13% | -$476K | 0.32% | 65 |
|
|
2022
Q1 | $3.27M | Sell |
34,845
-1,949
| -5% | -$195K | 0.33% | 72 |
|
|
2021
Q4 | $3.5M | Buy |
36,794
+16,191
| +79% | +$1.51M | 0.34% | 65 |
|
|
2021
Q3 | $1.95M | Buy |
20,603
+1,756
| +9% | +$177K | 0.21% | 126 |
|
|
2021
Q2 | $1.87M | Sell |
18,847
-1,136
| -6% | -$109K | 0.21% | 123 |
|
|
2021
Q1 | $1.77M | Buy |
19,983
+420
| +2% | +$35.7K | 0.22% | 117 |
|
|
2020
Q4 | $1.62M | Buy |
19,563
+3,362
| +21% | +$262K | 0.22% | 111 |
|
|
2020
Q3 | $1.21M | Buy |
16,201
+3,532
| +28% | +$272K | 0.2% | 123 |
|
|
2020
Q2 | $887K | Sell |
12,669
-718
| -5% | -$52.4K | 0.16% | 152 |
|
|
2020
Q1 | $976K | Sell |
13,387
-680
| -5% | -$56K | 0.22% | 110 |
|
|
2019
Q4 | $1.2M | Sell |
14,067
-344
| -2% | -$28.4K | 0.22% | 113 |
|
|
2019
Q3 | $1.09M | Sell |
14,411
-2,455
| -15% | -$195K | 0.21% | 120 |
|
|
2019
Q2 | $1.32M | Buy |
16,866
+417
| +3% | +$34.4K | 0.23% | 91 |
|
|
2019
Q1 | $1.45M | Buy |
16,449
+1,486
| +10% | +$120K | 0.28% | 81 |
|
|
2018
Q4 | $998K | Buy |
14,963
+1,273
| +9% | +$106K | 0.24% | 101 |
|
|
2018
Q3 | $1.12M | Buy |
13,690
+3,604
| +36% | +$296K | 0.21% | 110 |
|
|
2018
Q2 | $814K | Sell |
10,086
-59
| -0.6% | -$5.01K | 0.17% | 131 |
|
|
2018
Q1 | $1.01M | Buy |
10,145
+800
| +9% | +$83.3K | 0.22% | 106 |
|
|
2017
Q4 | $987K | Buy |
+9,345
| New | +$996K | 0.22% | 109 |
|
Other funds holding PM
VCM
IFG Advisory's PM Position: Q1 2026 in Review
IFG Advisory sold out of Philip Morris (PM) in Q1 2026, closing a stake of 34,835 shares — an estimated $5.59M sold.
IFG Advisory first reported a position in PM in Q4 2017 and held it in 33 quarters. The position peaked at $5.86M in Q2 2025. 2,854 funds tracked by Wall St. Rank hold PM as of Q1 2026.
- IFG Advisory reported no remaining Philip Morris position as of Q1 2026 after selling out during the quarter.
- IFG Advisory sold 34,835 Philip Morris shares in Q1 2026, an estimated $5.59M.
- IFG Advisory first reported a position in Philip Morris in Q4 2017 and held it in 33 quarters.
- IFG Advisory's Philip Morris position peaked at $5.86M in Q2 2025.
- 2,854 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.
Based on IFG Advisory's 13F filing for Q1 2026, filed 12 May 2026.