KCM Investment 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
Q1 | $763K | Sell |
4,612
-8
| -0.2% | -$1.39K | 0.03% | 229 |
|
|
2025
Q4 | $741K | Sell |
4,620
-197
| -4% | -$30.5K | 0.02% | 233 |
|
|
2025
Q3 | $781K | Buy |
4,817
+30
| +0.6% | +$5.05K | 0.03% | 232 |
|
|
2025
Q2 | $872K | Buy |
4,787
+318
| +7% | +$54.6K | 0.03% | 221 |
|
|
2025
Q1 | $709K | Hold |
4,469
| – | – | 0.03% | 230 |
|
|
2024
Q4 | $538K | Buy |
4,469
+61
| +1% | +$7.7K | 0.02% | 252 |
|
|
2024
Q3 | $535K | Sell |
4,408
-56
| -1% | -$6.51K | 0.02% | 260 |
|
|
2024
Q2 | $452K | Buy |
4,464
+596
| +15% | +$58.3K | 0.02% | 268 |
|
|
2024
Q1 | $354K | Buy |
3,868
+104
| +3% | +$9.59K | 0.01% | 304 |
|
|
2023
Q4 | $354K | Sell |
3,764
-211
| -5% | -$19.4K | 0.01% | 292 |
|
|
2023
Q3 | $368K | Sell |
3,975
-2,066
| -34% | -$199K | 0.02% | 276 |
|
|
2023
Q2 | $590K | Sell |
6,041
-127
| -2% | -$12.1K | 0.02% | 241 |
|
|
2023
Q1 | $600K | Sell |
6,168
-9,825
| -61% | -$979K | 0.02% | 249 |
|
|
2022
Q4 | $1.62M | Buy |
15,993
+8,325
| +109% | +$786K | 0.07% | 171 |
|
|
2022
Q3 | $637K | Sell |
7,668
-400
| -5% | -$38.1K | 0.03% | 231 |
|
|
2022
Q2 | $797K | Buy |
8,068
+766
| +10% | +$78.1K | 0.03% | 224 |
|
|
2022
Q1 | $686K | Buy |
7,302
+148
| +2% | +$14.8K | 0.03% | 244 |
|
|
2021
Q4 | $680K | Sell |
7,154
-207
| -3% | -$19.3K | 0.02% | 258 |
|
|
2021
Q3 | $698K | Sell |
7,361
-193
| -3% | -$19.4K | 0.03% | 233 |
|
|
2021
Q2 | $749K | Sell |
7,554
-162
| -2% | -$15.5K | 0.03% | 227 |
|
|
2021
Q1 | $685K | Buy |
7,716
+524
| +7% | +$44.5K | 0.03% | 226 |
|
|
2020
Q4 | $595K | Sell |
7,192
-209
| -3% | -$16.3K | 0.03% | 223 |
|
|
2020
Q3 | $555K | Buy |
7,401
+218
| +3% | +$16.8K | 0.03% | 212 |
|
|
2020
Q2 | $503K | Sell |
7,183
-714
| -9% | -$52.1K | 0.03% | 222 |
|
|
2020
Q1 | $576K | Buy |
7,897
+55
| +0.7% | +$4.53K | 0.04% | 205 |
|
|
2019
Q4 | $667K | Sell |
7,842
-8,725
| -53% | -$719K | 0.04% | 215 |
|
|
2019
Q3 | $1.26M | Buy |
16,567
+7,435
| +81% | +$589K | 0.07% | 156 |
|
|
2019
Q2 | $717K | Sell |
9,132
-2,369
| -21% | -$196K | 0.04% | 202 |
|
|
2019
Q1 | $1.02M | Sell |
11,501
-741
| -6% | -$59.7K | 0.07% | 168 |
|
|
2018
Q4 | $817K | Sell |
12,242
-640
| -5% | -$53.5K | 0.05% | 250 |
|
|
2018
Q3 | $1.05M | Sell |
12,882
-695
| -5% | -$57.1K | 0.06% | 235 |
|
|
2018
Q2 | $1.1M | Sell |
13,577
-7,163
| -35% | -$608K | 0.07% | 228 |
|
|
2018
Q1 | $2.06M | Sell |
20,740
-218
| -1% | -$22.7K | 0.13% | 156 |
|
|
2017
Q4 | $2.21M | Sell |
20,958
-2,541
| -11% | -$271K | 0.13% | 155 |
|
|
2017
Q3 | $2.61M | Sell |
23,499
-2,611
| -10% | -$304K | 0.16% | 149 |
|
|
2017
Q2 | $3.07M | Sell |
26,110
-306
| -1% | -$35.4K | 0.19% | 130 |
|
|
2017
Q1 | $2.98M | Sell |
26,416
-737
| -3% | -$76K | 0.19% | 130 |
|
|
2016
Q4 | $2.48M | Sell |
27,153
-1,036
| -4% | -$96K | 0.17% | 148 |
|
|
2016
Q3 | $2.74M | Buy |
28,189
+422
| +2% | +$42.3K | 0.19% | 131 |
|
|
2016
Q2 | $2.82M | Sell |
27,767
-2,523
| -8% | -$252K | 0.2% | 131 |
|
|
2016
Q1 | $2.97M | Buy |
30,290
+7,062
| +30% | +$648K | 0.22% | 121 |
|
|
2015
Q4 | $2.04M | Buy |
23,228
+198
| +0.9% | +$17.2K | 0.16% | 165 |
|
|
2015
Q3 | $1.83M | Buy |
23,030
+371
| +2% | +$30.5K | 0.15% | 177 |
|
|
2015
Q2 | $1.82M | Sell |
22,659
-2,472
| -10% | -$203K | 0.14% | 183 |
|
|
2015
Q1 | $1.89M | Sell |
25,131
-910
| -3% | -$73.9K | 0.15% | 177 |
|
|
2014
Q4 | $2.12M | Sell |
26,041
-178
| -0.7% | -$15.3K | 0.18% | 152 |
|
|
2014
Q3 | $2.19M | Buy |
26,219
+2,169
| +9% | +$183K | 0.2% | 142 |
|
|
2014
Q2 | $2.03M | Sell |
24,050
-1,593
| -6% | -$137K | 0.19% | 145 |
|
|
2014
Q1 | $2.1M | Sell |
25,643
-785
| -3% | -$63.4K | 0.22% | 129 |
|
|
2013
Q4 | $2.3M | Sell |
26,428
-1,612
| -6% | -$141K | 0.25% | 123 |
|
|
2013
Q3 | $2.43M | Buy |
28,040
+256
| +0.9% | +$22.4K | 0.29% | 105 |
|
|
2013
Q2 | $2.41M | Buy |
+27,784
| New | +$2.58M | 0.29% | 103 |
|
Other funds holding PM
VCM
KCM Investment Advisors's PM Position: Q1 2026 in Review
KCM Investment Advisors reduced its Philip Morris (PM) stake by 0.17% in Q1 2026, selling an estimated $1.39K and leaving 4,612 shares worth $763K. The position accounts for 0.03% of the portfolio, ranked #229.
KCM Investment Advisors first reported a position in PM in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.07M in Q2 2017. 2,853 funds tracked by Wall St. Rank hold PM as of Q1 2026.
- KCM Investment Advisors held 4,612 shares of Philip Morris worth $763K as of Q1 2026.
- KCM Investment Advisors sold 8 Philip Morris shares in Q1 2026, an estimated $1.39K.
- Philip Morris made up 0.03% of KCM Investment Advisors's portfolio in Q1 2026, its #229 holding.
- KCM Investment Advisors first reported a position in Philip Morris in Q2 2013 and has held it in 52 quarters since.
- KCM Investment Advisors's Philip Morris position peaked at $3.07M in Q2 2017.
- 2,853 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.
Based on KCM Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.