Johnson Investment Counsel’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
$8.81M Sell
48,708
-1,959
-4% -$340K 0.06% 159
2026
Q1
$8.38M Sell
50,667
-1,892
-4% -$329K 0.07% 150
2025
Q4
$8.43M Sell
52,559
-2,485
-5% -$385K 0.07% 138
2025
Q3
$8.93M Sell
55,044
-112
-0.2% -$18.8K 0.07% 135
2025
Q2
$10M Sell
55,156
-479
-0.9% -$82.3K 0.09% 124
2025
Q1
$8.83M Buy
55,635
+650
+1% +$92.1K 0.09% 124
2024
Q4
$6.62M Sell
54,985
-170
-0.3% -$21.4K 0.06% 140
2024
Q3
$6.7M Sell
55,155
-395
-0.7% -$45.9K 0.07% 141
2024
Q2
$5.63M Buy
55,550
+540
+1% +$52.8K 0.06% 149
2024
Q1
$5.04M Buy
55,010
+1,013
+2% +$93.4K 0.05% 158
2023
Q4
$5.08M Buy
53,997
+2,653
+5% +$244K 0.06% 152
2023
Q3
$4.75M Buy
51,344
+18,228
+55% +$1.75M 0.06% 148
2023
Q2
$3.23M Sell
33,116
-2,239
-6% -$214K 0.04% 180
2023
Q1
$3.44M Sell
35,355
-1,824
-5% -$182K 0.05% 172
2022
Q4
$3.76M Buy
37,179
+371
+1% +$35K 0.05% 165
2022
Q3
$3.06M Sell
36,808
-109
-0.3% -$10.4K 0.05% 172
2022
Q2
$3.65M Buy
36,917
+1,835
+5% +$187K 0.05% 161
2022
Q1
$3.34M Sell
35,082
-178
-0.5% -$17.8K 0.04% 175
2021
Q4
$3.39M Sell
35,260
-1,634
-4% -$153K 0.04% 170
2021
Q3
$3.54M Sell
36,894
-732
-2% -$73.6K 0.05% 161
2021
Q2
$3.77M Sell
37,626
-1,386
-4% -$133K 0.05% 155
2021
Q1
$3.51M Sell
39,012
-127
-0.3% -$10.8K 0.05% 156
2020
Q4
$3.29M Sell
39,139
-2,362
-6% -$184K 0.05% 153
2020
Q3
$3.16M Buy
41,501
+392
+1% +$30.2K 0.06% 152
2020
Q2
$2.93M Sell
41,109
-2,952
-7% -$215K 0.06% 152
2020
Q1
$3.27M Sell
44,061
-6,985
-14% -$575K 0.07% 135
2019
Q4
$4.41M Sell
51,046
-4,686
-8% -$386K 0.08% 135
2019
Q3
$4.28M Buy
55,732
+442
+0.8% +$35K 0.09% 134
2019
Q2
$4.34M Buy
55,290
+9,206
+20% +$761K 0.09% 136
2019
Q1
$4.07M Sell
46,084
-3,401
-7% -$274K 0.09% 142
2018
Q4
$3.3M Sell
49,485
-2,063
-4% -$172K 0.08% 150
2018
Q3
$4.2M Sell
51,548
-2,541
-5% -$209K 0.09% 134
2018
Q2
$4.37M Buy
54,089
+705
+1% +$59.8K 0.11% 126
2018
Q1
$5.31M Sell
53,384
-1,169
-2% -$122K 0.14% 107
2017
Q4
$5.76M Buy
54,553
+1,240
+2% +$132K 0.14% 111
2017
Q3
$5.92M Sell
53,313
-7,584
-12% -$883K 0.16% 104
2017
Q2
$7.15M Sell
60,897
-355
-0.6% -$41.1K 0.2% 87
2017
Q1
$6.92M Buy
61,252
+269
+0.4% +$27.8K 0.2% 91
2016
Q4
$5.58M Buy
60,983
+3,206
+6% +$297K 0.17% 101
2016
Q3
$5.62M Sell
57,777
-827
-1% -$82.8K 0.18% 99
2016
Q2
$5.96M Buy
58,604
+64
+0.1% +$6.38K 0.2% 94
2016
Q1
$5.74M Buy
58,540
+726
+1% +$66.6K 0.2% 88
2015
Q4
$5.08M Buy
57,814
+3,211
+6% +$279K 0.18% 96
2015
Q3
$4.33M Sell
54,603
-2,480
-4% -$204K 0.16% 107
2015
Q2
$4.58M Sell
57,083
-1,192
-2% -$98.1K 0.15% 108
2015
Q1
$4.39M Sell
58,275
-1,124
-2% -$91.2K 0.15% 106
2014
Q4
$4.84M Buy
59,399
+3,312
+6% +$284K 0.16% 98
2014
Q3
$4.68M Sell
56,087
-1,530
-3% -$129K 0.16% 101
2014
Q2
$4.86M Buy
57,617
+26,624
+86% +$2.29M 0.17% 91
2014
Q1
$2.54M Sell
30,993
-1,700
-5% -$137K 0.09% 119
2013
Q4
$2.85M Buy
32,693
+712
+2% +$62.2K 0.11% 120
2013
Q3
$2.77M Sell
31,981
-2,150
-6% -$188K 0.11% 117
2013
Q2
$2.96M Buy
+34,131
New +$3.17M 0.12% 107

Other funds holding PM

Johnson Investment Counsel's PM Position: Q2 2026 in Review

Johnson Investment Counsel reduced its Philip Morris (PM) stake by 3.9% in Q2 2026, selling an estimated $340K and leaving 48,708 shares worth $8.81M. The position accounts for 0.06% of the portfolio, ranked #159.

Johnson Investment Counsel first reported a position in PM in Q2 2013 and has held it in 53 quarters since. The position peaked at $10M in Q2 2025. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Johnson Investment Counsel held 48,708 shares of Philip Morris worth $8.81M as of Q2 2026.
  • Johnson Investment Counsel sold 1,959 Philip Morris shares in Q2 2026, an estimated $340K.
  • Philip Morris made up 0.06% of Johnson Investment Counsel's portfolio in Q2 2026, its #159 holding.
  • Johnson Investment Counsel first reported a position in Philip Morris in Q2 2013 and has held it in 53 quarters since.
  • Johnson Investment Counsel's Philip Morris position peaked at $10M in Q2 2025.
  • 2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Johnson Investment Counsel's 13F filing for Q2 2026, filed 23 Jul 2026.