JFS Wealth Advisors’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 | $806K | Buy |
4,455
+66
| +2% | +$11.4K | 0.04% | 192 |
|
|
2026
Q1 | $726K | Sell |
4,389
-117
| -3% | -$20.3K | 0.04% | 196 |
|
|
2025
Q4 | $723K | Sell |
4,506
-50
| -1% | -$7.75K | 0.04% | 191 |
|
|
2025
Q3 | $739K | Sell |
4,556
-246
| -5% | -$41.4K | 0.04% | 182 |
|
|
2025
Q2 | $875K | Buy |
4,802
+41
| +0.9% | +$7.04K | 0.06% | 157 |
|
|
2025
Q1 | $756K | Buy |
4,761
+223
| +5% | +$31.6K | 0.05% | 163 |
|
|
2024
Q4 | $546K | Sell |
4,538
-67
| -1% | -$8.45K | 0.04% | 188 |
|
|
2024
Q3 | $559K | Buy |
4,605
+1,385
| +43% | +$161K | 0.04% | 189 |
|
|
2024
Q2 | $326K | Sell |
3,220
-3
| -0.1% | -$293 | 0.03% | 186 |
|
|
2024
Q1 | $295K | Sell |
3,223
-82
| -2% | -$7.56K | 0.02% | 203 |
|
|
2023
Q4 | $311K | Sell |
3,305
-97
| -3% | -$8.94K | 0.03% | 185 |
|
|
2023
Q3 | $315K | Buy |
3,402
+51
| +2% | +$4.91K | 0.03% | 173 |
|
|
2023
Q2 | $327K | Sell |
3,351
-14
| -0.4% | -$1.34K | 0.03% | 170 |
|
|
2023
Q1 | $327K | Sell |
3,365
-64
| -2% | -$6.38K | 0.03% | 170 |
|
|
2022
Q4 | $347K | Sell |
3,429
-36
| -1% | -$3.4K | 0.03% | 171 |
|
|
2022
Q3 | $288K | Buy |
3,465
+82
| +2% | +$7.82K | 0.03% | 182 |
|
|
2022
Q2 | $334K | Sell |
3,383
-611
| -15% | -$62.3K | 0.04% | 166 |
|
|
2022
Q1 | $375K | Buy |
3,994
+455
| +13% | +$45.5K | 0.04% | 177 |
|
|
2021
Q4 | $336K | Sell |
3,539
-208
| -6% | -$19.4K | 0.03% | 185 |
|
|
2021
Q3 | $355K | Buy |
3,747
+1,122
| +43% | +$113K | 0.04% | 171 |
|
|
2021
Q2 | $260K | Buy |
2,625
+560
| +27% | +$53.7K | 0.04% | 150 |
|
|
2021
Q1 | $183K | Buy |
2,065
+37
| +2% | +$3.14K | 0.04% | 147 |
|
|
2020
Q4 | $168K | Hold |
2,028
| – | – | 0.04% | 150 |
|
|
2020
Q3 | $152K | Hold |
2,028
| – | – | 0.04% | 149 |
|
|
2020
Q2 | $142K | Sell |
2,028
-750
| -27% | -$54.7K | 0.04% | 153 |
|
|
2020
Q1 | $203K | Hold |
2,778
| – | – | 0.06% | 126 |
|
|
2019
Q4 | $236K | Hold |
2,778
| – | – | 0.06% | 128 |
|
|
2019
Q3 | $211K | Hold |
2,778
| – | – | 0.05% | 139 |
|
|
2019
Q2 | $218K | Hold |
2,778
| – | – | 0.06% | 133 |
|
|
2019
Q1 | $246K | Hold |
2,778
| – | – | 0.06% | 123 |
|
|
2018
Q4 | $185K | Sell |
2,778
-110
| -4% | -$9.19K | 0.05% | 135 |
|
|
2018
Q3 | $235K | Sell |
2,888
-164
| -5% | -$13.5K | 0.06% | 134 |
|
|
2018
Q2 | $246K | Sell |
3,052
-70
| -2% | -$5.94K | 0.06% | 124 |
|
|
2018
Q1 | $310K | Buy |
3,122
+3
| +0.1% | +$312 | 0.08% | 112 |
|
|
2017
Q4 | $330K | Buy |
3,119
+75
| +2% | +$7.99K | 0.08% | 106 |
|
|
2017
Q3 | $338K | Buy |
3,044
+735
| +32% | +$85.5K | 0.09% | 102 |
|
|
2017
Q2 | $271K | Sell |
2,309
-362
| -14% | -$41.9K | 0.07% | 101 |
|
|
2017
Q1 | $244K | Hold |
2,671
| – | – | 0.07% | 112 |
|
|
2016
Q4 | $244K | Buy |
2,671
+6
| +0.2% | +$556 | 0.07% | 112 |
|
|
2016
Q3 | $259K | Sell |
2,665
-2,126
| -44% | -$213K | 0.07% | 108 |
|
|
2016
Q2 | $487K | Buy |
4,791
+2,070
| +76% | +$206K | 0.13% | 92 |
|
|
2016
Q1 | $267K | Sell |
2,721
-43
| -2% | -$3.94K | 0.08% | 111 |
|
|
2015
Q4 | $243K | Buy |
2,764
+718
| +35% | +$62.3K | 0.07% | 119 |
|
|
2015
Q3 | $162K | Buy |
+2,046
| New | +$168K | 0.07% | 122 |
|
Other funds holding PM
JFS Wealth Advisors's PM Position: Q2 2026 in Review
JFS Wealth Advisors increased its Philip Morris (PM) stake by 1.5% in Q2 2026, buying an estimated $11.4K and bringing the position to 4,455 shares worth $806K. The position accounts for 0.04% of the portfolio, ranked #192.
JFS Wealth Advisors first reported a position in PM in Q3 2015 and has held it in 44 quarters since. The position peaked at $875K in Q2 2025. 2,918 funds tracked by Wall St. Rank hold PM as of Q2 2026.
- JFS Wealth Advisors held 4,455 shares of Philip Morris worth $806K as of Q2 2026.
- JFS Wealth Advisors bought 66 Philip Morris shares in Q2 2026, an estimated $11.4K.
- Philip Morris made up 0.04% of JFS Wealth Advisors's portfolio in Q2 2026, its #192 holding.
- JFS Wealth Advisors first reported a position in Philip Morris in Q3 2015 and has held it in 44 quarters since.
- JFS Wealth Advisors's Philip Morris position peaked at $875K in Q2 2025.
- 2,918 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.
Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.