Ipswich Investment Management’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 | $826K | Sell |
4,568
-25
| -0.5% | -$4.34K | 0.17% | 102 |
|
|
2026
Q1 | $759K | Sell |
4,593
-300
| -6% | -$52.1K | 0.18% | 102 |
|
|
2025
Q4 | $785K | Buy |
4,893
+18
| +0.4% | +$2.79K | 0.18% | 95 |
|
|
2025
Q3 | $791K | Hold |
4,875
| – | – | 0.18% | 98 |
|
|
2025
Q2 | $888K | Sell |
4,875
-3,300
| -40% | -$567K | 0.21% | 93 |
|
|
2025
Q1 | $1.3M | Sell |
8,175
-100
| -1% | -$14.2K | 0.32% | 67 |
|
|
2024
Q4 | $996K | Sell |
8,275
-5
| -0.1% | -$631 | 0.24% | 87 |
|
|
2024
Q3 | $1.01M | Sell |
8,280
-1,600
| -16% | -$186K | 0.23% | 87 |
|
|
2024
Q2 | $1M | Buy |
9,880
+5
| +0.1% | +$489 | 0.23% | 86 |
|
|
2024
Q1 | $905K | Hold |
9,875
| – | – | 0.21% | 95 |
|
|
2023
Q4 | $929K | Hold |
9,875
| – | – | 0.23% | 90 |
|
|
2023
Q3 | $914K | Sell |
9,875
-450
| -4% | -$43.3K | 0.25% | 90 |
|
|
2023
Q2 | $1.01M | Hold |
10,325
| – | – | 0.27% | 86 |
|
|
2023
Q1 | $1M | Hold |
10,325
| – | – | 0.27% | 87 |
|
|
2022
Q4 | $1.04M | Hold |
10,325
| – | – | 0.3% | 82 |
|
|
2022
Q3 | $857K | Hold |
10,325
| – | – | 0.27% | 90 |
|
|
2022
Q2 | $1.02M | Hold |
10,325
| – | – | 0.29% | 89 |
|
|
2022
Q1 | $970K | Hold |
10,325
| – | – | 0.24% | 94 |
|
|
2021
Q4 | $981K | Hold |
10,325
| – | – | 0.23% | 101 |
|
|
2021
Q3 | $979K | Hold |
10,325
| – | – | 0.25% | 98 |
|
|
2021
Q2 | $1.02M | Hold |
10,325
| – | – | 0.26% | 94 |
|
|
2021
Q1 | $916K | Hold |
10,325
| – | – | 0.26% | 94 |
|
|
2020
Q4 | $855K | Hold |
10,325
| – | – | 0.26% | 93 |
|
|
2020
Q3 | $774K | Hold |
10,325
| – | – | 0.25% | 88 |
|
|
2020
Q2 | $723K | Hold |
10,325
| – | – | 0.25% | 89 |
|
|
2020
Q1 | $753K | Sell |
10,325
-150
| -1% | -$12.3K | 0.3% | 77 |
|
|
2019
Q4 | $891K | Hold |
10,475
| – | – | 0.26% | 88 |
|
|
2019
Q3 | $795K | Sell |
10,475
-414
| -4% | -$32.8K | 0.25% | 90 |
|
|
2019
Q2 | $855K | Hold |
10,889
| – | – | 0.27% | 87 |
|
|
2019
Q1 | $962K | Hold |
10,889
| – | – | 0.31% | 75 |
|
|
2018
Q4 | $727K | Hold |
10,889
| – | – | 0.27% | 80 |
|
|
2018
Q3 | $888K | Buy |
10,889
+864
| +9% | +$70.9K | 0.3% | 78 |
|
|
2018
Q2 | $809K | Buy |
+10,025
| New | +$851K | 0.37% | 65 |
|
|
2016
Q2 | – | Sell |
-600
| Closed | -$60K | – | 274 |
|
|
2016
Q1 | $60K | Buy |
+600
| New | +$55K | 0.03% | 213 |
|
Other funds holding PM
Ipswich Investment Management's PM Position: Q2 2026 in Review
Ipswich Investment Management reduced its Philip Morris (PM) stake by 0.54% in Q2 2026, selling an estimated $4.34K and leaving 4,568 shares worth $826K. The position accounts for 0.17% of the portfolio, ranked #102.
Ipswich Investment Management first reported a position in PM in Q1 2016 and has held it in 34 quarters since. The position peaked at $1.3M in Q1 2025. 2,931 funds tracked by Wall St. Rank hold PM as of Q2 2026.
- Ipswich Investment Management held 4,568 shares of Philip Morris worth $826K as of Q2 2026.
- Ipswich Investment Management sold 25 Philip Morris shares in Q2 2026, an estimated $4.34K.
- Philip Morris made up 0.17% of Ipswich Investment Management's portfolio in Q2 2026, its #102 holding.
- Ipswich Investment Management first reported a position in Philip Morris in Q1 2016 and has held it in 34 quarters since.
- Ipswich Investment Management's Philip Morris position peaked at $1.3M in Q1 2025.
- 2,931 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.
Based on Ipswich Investment Management's 13F filing for Q2 2026, filed 16 Jul 2026.