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IFP Advisors’s Philip Morris PM Stock Holding History

IFP Advisors’s Portfolio PM Stock Details PM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.82M Sell
43,201
-1,017
-2% -$176K 0.14% 161
2026
Q1 		$7.31M Buy
44,218
+3,654
+9% +$635K 0.15% 149
2025
Q4 		$6.51M Buy
40,564
+2,449
+6% +$379K 0.15% 146
2025
Q3 		$6.18M Sell
38,115
-993
-3% -$167K 0.16% 133
2025
Q2 		$7.12M Buy
39,108
+980
+3% +$168K 0.2% 101
2025
Q1 		$6.05M Buy
38,128
+6,173
+19% +$874K 0.19% 110
2024
Q4 		$3.85M Buy
31,955
+2,506
+9% +$316K 0.13% 178
2024
Q3 		$3.57M Buy
29,449
+10,536
+56% +$1.22M 0.13% 167
2024
Q2 		$1.92M Buy
18,913
+197
+1% +$19.3K 0.08% 275
2024
Q1 		$1.71M Buy
18,716
+5,395
+40% +$497K 0.08% 285
2023
Q4 		$1.25M Sell
13,321
-6,207
-32% -$572K 0.06% 340
2023
Q3 		$1.81M Sell
19,528
-3,942
-17% -$379K 0.08% 259
2023
Q2 		$2.29M Buy
23,470
+1,143
+5% +$109K 0.1% 230
2023
Q1 		$2.52M Sell
22,327
-20,586
-48% -$2.05M 0.11% 192
2022
Q4 		$4.86M Buy
42,913
+2,935
+7% +$277K 0.13% 152
2022
Q3 		$4.55M Buy
39,978
+2,606
+7% +$249K 0.12% 177
2022
Q2 		$4.23M Hold
37,372
– – 0.14% 163
2022
Q1 		$4.23M Buy
37,372
+16,754
+81% +$1.68M 0.14% 163
2021
Q4 		$1.97M Sell
20,618
-313
-1% -$29.3K 0.04% 271
2021
Q3 		$1.98M Buy
20,931
+4,267
+26% +$429K 0.04% 265
2021
Q2 		$1.65M Buy
16,664
+2,108
+14% +$202K 0.03% 280
2021
Q1 		$1.29M Sell
14,556
-1,039
-7% -$88.2K 0.03% 318
2020
Q4 		$1.29M Sell
15,595
-3,716
-19% -$289K 0.05% 287
2020
Q3 		$1.44M Sell
19,311
-2,089
-10% -$161K 0.09% 225
2020
Q2 		$1.5M Sell
21,400
-2,101
-9% -$153K 0.12% 184
2020
Q1 		$1.67M Sell
23,501
-189
-0.8% -$15.6K 0.17% 134
2019
Q4 		$2.05M Sell
23,690
-1,244
-5% -$103K 0.15% 161
2019
Q3 		$1.89M Buy
+24,934
New +$1.98M 0.13% 180
2019
Q1 		$1M Sell
11,353
-23,925
-68% -$1.93M 0.14% 161
2018
Q4 		$2.37M Sell
35,278
-10,760
-23% -$899K 0.14% 158
2018
Q3 		$3.75M Sell
46,038
-2,712
-6% -$223K 0.15% 156
2018
Q2 		$3.94M Sell
48,750
-2,890
-6% -$245K 0.17% 146
2018
Q1 		$5.46M Hold
51,640
– – 0.25% 86
2017
Q4 		$5.46M Sell
51,640
-24,661
-32% -$2.63M 0.25% 85
2017
Q3 		$8.47M Sell
76,301
-3,235
-4% -$376K 0.34% 57
2017
Q2 		$9.34M Sell
79,536
-3,477
-4% -$403K 0.4% 48
2017
Q1 		$9.37M Sell
83,013
-1,139
-1% -$118K 0.41% 49
2016
Q4 		$7.7M Sell
84,152
-822
-1% -$76.2K 0.37% 54
2016
Q3 		$8.26M Buy
84,974
+1,073
+1% +$107K 0.43% 43
2016
Q2 		$8.53M Buy
83,901
+72,548
+639% +$7.24M 0.48% 38
2016
Q1 		$1M Sell
11,353
-52,417
-82% -$4.81M 0.14% 161
2015
Q4 		$5.61M Buy
+63,770
New +$5.54M 0.38% 57

Other funds holding PM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CIPU
Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return
NONA
Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

IFP Advisors's PM Position: Q2 2026 in Review

IFP Advisors reduced its Philip Morris (PM) stake by 2.3% in Q2 2026, selling an estimated $176K and leaving 43,201 shares worth $7.82M. The position accounts for 0.14% of the portfolio, ranked #161.

IFP Advisors first reported a position in PM in Q4 2015 and has held it in 42 quarters since. The position peaked at $9.37M in Q1 2017. 839 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • IFP Advisors held 43,201 shares of Philip Morris worth $7.82M as of Q2 2026.
  • IFP Advisors sold 1,017 Philip Morris shares in Q2 2026, an estimated $176K.
  • Philip Morris made up 0.14% of IFP Advisors's portfolio in Q2 2026, its #161 holding.
  • IFP Advisors first reported a position in Philip Morris in Q4 2015 and has held it in 42 quarters since.
  • IFP Advisors's Philip Morris position peaked at $9.37M in Q1 2017.
  • 839 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.