Investors Research Corp’s Philip Morris PM Stock Holding History

Investors Research Corp’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	$40.3K	Hold	223	–	–	0.01%	412
2026 Q1	$36.9K	Sell	223 -150	-40%	-$26.1K	0.01%	416
2025 Q4	$59.9K	Hold	373	–	–	0.01%	420
2025 Q3	$60.5K	Sell	373 -85	-19%	-$14.3K	0.01%	425
2025 Q2	$83.5K	Hold	458	–	–	0.02%	403
2025 Q1	$72.7K	Buy	458 +126	+38%	+$17.8K	0.02%	412
2024 Q4	$40K	Buy	332 +9	+3%	+$1.14K	0.01%	501
2024 Q3	$39.2K	Sell	323 -775	-71%	-$90K	0.01%	510
2024 Q2	$111K	Hold	1,098	–	–	0.03%	391
2024 Q1	$101K	Hold	1,098	–	–	0.02%	400
2023 Q4	$103K	Hold	1,098	–	–	0.02%	414
2023 Q3	$102K	Hold	1,098	–	–	0.03%	410
2023 Q2	$107K	Hold	1,098	–	–	0.03%	402
2023 Q1	$107K	Hold	1,098	–	–	0.03%	406
2022 Q4	$111K	Hold	1,098	–	–	0.03%	396
2022 Q3	$91K	Hold	1,098	–	–	0.03%	414
2022 Q2	$108K	Buy	1,098 +125	+13%	+$12.7K	0.03%	401
2022 Q1	$91K	Hold	973	–	–	0.03%	434
2021 Q4	$92K	Hold	973	–	–	0.03%	418
2021 Q3	$92K	Hold	973	–	–	0.03%	412
2021 Q2	$96K	Hold	973	–	–	0.03%	411
2021 Q1	$86K	Sell	973 -378	-28%	-$32.1K	0.03%	413
2020 Q4	$112K	Sell	1,351 -122	-8%	-$9.5K	0.04%	396
2020 Q3	$110K	Hold	1,473	–	–	0.05%	374
2020 Q2	$103K	Hold	1,473	–	–	0.05%	354
2020 Q1	$107K	Hold	1,473	–	–	0.07%	320
2019 Q4	$125K	Hold	1,473	–	–	0.06%	367
2019 Q3	$112K	Buy	1,473 +191	+15%	+$15.1K	0.06%	375
2019 Q2	$101K	Hold	1,282	–	–	0.05%	379
2019 Q1	$113K	Buy	+1,282	New	+$103K	0.06%	363

Other funds holding PM

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

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

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

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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Investors Research Corp's PM Position: Q2 2026 in Review

Investors Research Corp held its Philip Morris (PM) position steady in Q2 2026 at 223 shares worth $40.3K. The position accounts for 0.01% of the portfolio, ranked #412.

Investors Research Corp first reported a position in PM in Q1 2019 and has held it in 30 quarters since. The position peaked at $125K in Q4 2019. 759 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Investors Research Corp held 223 shares of Philip Morris worth $40.3K as of Q2 2026.
Investors Research Corp left its Philip Morris share count unchanged in Q2 2026.
Philip Morris made up 0.01% of Investors Research Corp's portfolio in Q2 2026, its #412 holding.
Investors Research Corp first reported a position in Philip Morris in Q1 2019 and has held it in 30 quarters since.
Investors Research Corp's Philip Morris position peaked at $125K in Q4 2019.
759 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Investors Research Corp's 13F filing for Q2 2026, filed 10 Jul 2026.