Janney Montgomery Scott’s Philip Morris PM Stock Holding History

Janney Montgomery Scott’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 Q1	–	Sell	-529,464	Closed	-$84.9M	–	2986
2025 Q4	$84.9M	Sell	529,464 -20,214	-4%	-$3.13M	0.19%	109
2025 Q3	$89.2M	Buy	549,678 +27,152	+5%	+$4.57M	0.21%	104
2025 Q2	$95.2M	Sell	522,526 -7,287	-1%	-$1.25M	0.25%	88
2025 Q1	$84.1M	Sell	529,813 -31,571	-6%	-$4.47M	0.24%	93
2024 Q4	$67.6M	Sell	561,384 -4,952	-0.9%	-$625K	0.19%	108
2024 Q3	$68.8M	Sell	566,336 -1,456	-0.3%	-$169K	0.19%	107
2024 Q2	$57.5M	Sell	567,792 -11,037	-2%	-$1.08M	0.18%	117
2024 Q1	$53M	Buy	578,829 +18,258	+3%	+$1.68M	0.16%	127
2023 Q4	$52.7M	Sell	560,571 -7,225	-1%	-$666K	0.17%	118
2023 Q3	$52.6M	Buy	567,796 +22,311	+4%	+$2.15M	0.2%	109
2023 Q2	$53.3M	Sell	545,485 -1,404	-0.3%	-$134K	0.19%	110
2023 Q1	$53.2M	Buy	546,889 +7,207	+1%	+$718K	0.22%	100
2022 Q4	$54.6M	Buy	539,682 +14,022	+3%	+$1.32M	0.21%	105
2022 Q3	$43.6M	Buy	525,660 +17,606	+3%	+$1.68M	0.19%	118
2022 Q2	$51.2M	Buy	508,054 +5,676	+1%	+$579K	0.23%	95
2022 Q1	$47.2M	Buy	502,378 +16,053	+3%	+$1.61M	0.2%	110
2021 Q4	$46.2M	Buy	486,325 +13,673	+3%	+$1.28M	0.18%	121
2021 Q3	$44.8M	Buy	472,652 +2,790	+0.6%	+$281K	0.19%	119
2021 Q2	$46.6M	Sell	469,862 -22,482	-5%	-$2.16M	0.21%	110
2021 Q1	$43.7M	Buy	492,344 +3,413	+0.7%	+$290K	0.21%	106
2020 Q4	$40.5M	Sell	488,931 -18,298	-4%	-$1.42M	0.2%	112
2020 Q3	$38M	Buy	507,229 +135	+0%	+$10.4K	0.22%	109
2020 Q2	$35.5M	Buy	507,094 +34,009	+7%	+$2.48M	0.22%	104
2020 Q1	$34.5M	Buy	473,085 +18,648	+4%	+$1.53M	0.27%	89
2019 Q4	$38.7M	Buy	454,437 +16,286	+4%	+$1.34M	0.25%	95
2019 Q3	$33.3M	Buy	438,151 +18,892	+5%	+$1.5M	0.24%	97
2019 Q2	$32.9M	Buy	419,259 +7,487	+2%	+$619K	0.25%	94
2019 Q1	$36.4M	Buy	411,772 +42,028	+11%	+$3.38M	0.3%	80
2018 Q4	$24.7M	Sell	369,744 -10,104	-3%	-$844K	0.24%	100
2018 Q3	$31M	Buy	379,848 +54,589	+17%	+$4.48M	0.27%	84
2018 Q2	$26.3M	Sell	325,259 -2,874	-0.9%	-$244K	0.25%	90
2018 Q1	$32.6M	Buy	328,133 +13,168	+4%	+$1.37M	0.33%	73
2017 Q4	$33.3M	Buy	314,965 +16,796	+6%	+$1.79M	0.35%	73
2017 Q3	$33.1M	Buy	298,169 +15,644	+6%	+$1.82M	0.38%	65
2017 Q2	$33.2M	Sell	282,525 -20,392	-7%	-$2.36M	0.41%	59
2017 Q1	$34.2M	Sell	302,917 -22,869	-7%	-$2.36M	0.46%	48
2016 Q4	$29.8M	Buy	325,786 +20,072	+7%	+$1.86M	0.45%	48
2016 Q3	$29.7M	Sell	305,714 -268,098	-47%	-$26.9M	0.52%	41
2016 Q2	$58.4M	Buy	573,812 +380,492	+197%	+$37.9M	1.19%	20
2016 Q1	$19M	Sell	193,320 -4,182	-2%	-$383K	0.5%	45
2015 Q4	$17.4M	Buy	197,502 +1,496	+0.8%	+$130K	0.45%	49
2015 Q3	$15.5M	Buy	196,006 +474	+0.2%	+$39K	0.44%	50
2015 Q2	$15.7M	Buy	195,532 +3,919	+2%	+$322K	0.33%	55
2015 Q1	$14.4M	Buy	191,613 +2,996	+2%	+$243K	0.27%	73
2014 Q4	$15.4M	Sell	188,617 -12,202	-6%	-$1.05M	0.31%	48
2014 Q3	$16.7M	Sell	200,819 -14,772	-7%	-$1.25M	0.35%	39
2014 Q2	$18.2M	Buy	215,591 +23,513	+12%	+$2.02M	0.4%	30
2014 Q1	$15.7M	Buy	192,078 +23,957	+14%	+$1.94M	0.38%	36
2013 Q4	$14.6M	Buy	168,121 +22,930	+16%	+$2M	0.39%	38
2013 Q3	$12.6M	Buy	145,191 +72,057	+99%	+$6.3M	0.38%	41
2013 Q2	$6.33M	Buy	+73,134	New	+$6.8M	0.66%	26

Other funds holding PM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Janney Montgomery Scott's PM Position: Q1 2026 in Review

Janney Montgomery Scott sold out of Philip Morris (PM) in Q1 2026, closing a stake of 529,464 shares — an estimated $84.9M sold.

Janney Montgomery Scott first reported a position in PM in Q2 2013 and held it in 51 quarters. The position peaked at $95.2M in Q2 2025. 2,853 funds tracked by Wall St. Rank hold PM as of Q1 2026.

Janney Montgomery Scott reported no remaining Philip Morris position as of Q1 2026 after selling out during the quarter.
Janney Montgomery Scott sold 529,464 Philip Morris shares in Q1 2026, an estimated $84.9M.
Janney Montgomery Scott first reported a position in Philip Morris in Q2 2013 and held it in 51 quarters.
Janney Montgomery Scott's Philip Morris position peaked at $95.2M in Q2 2025.
2,853 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.