KLCM 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 | $2.1M | Buy |
12,722
+225
| +2% | +$39.1K | 0.18% | 80 |
|
|
2025
Q4 | $2M | Buy |
12,497
+743
| +6% | +$115K | 0.17% | 76 |
|
|
2025
Q3 | $1.91M | Sell |
11,754
-1,231
| -9% | -$207K | 0.19% | 63 |
|
|
2025
Q2 | $2.37M | Buy |
12,985
+105
| +0.8% | +$18K | 0.25% | 55 |
|
|
2025
Q1 | $2.04M | Buy |
12,880
+1,108
| +9% | +$157K | 0.24% | 57 |
|
|
2024
Q4 | $1.42M | Sell |
11,772
-2,152
| -15% | -$271K | 0.16% | 65 |
|
|
2024
Q3 | $1.69M | Sell |
13,924
-2,863
| -17% | -$333K | 0.2% | 62 |
|
|
2024
Q2 | $1.7M | Buy |
16,787
+74
| +0.4% | +$7.24K | 0.21% | 55 |
|
|
2024
Q1 | $1.53M | Sell |
16,713
-24
| -0.1% | -$2.21K | 0.2% | 58 |
|
|
2023
Q4 | $1.57M | Buy |
16,737
+3,445
| +26% | +$317K | 0.24% | 55 |
|
|
2023
Q3 | $1.23M | Sell |
13,292
-1,701
| -11% | -$164K | 0.23% | 54 |
|
|
2023
Q2 | $1.46M | Sell |
14,993
-22
| -0.1% | -$2.1K | 0.29% | 51 |
|
|
2023
Q1 | $1.46M | Hold |
15,015
| – | – | 0.29% | 50 |
|
|
2022
Q4 | $1.52M | Buy |
15,015
+24
| +0.2% | +$2.27K | 0.31% | 51 |
|
|
2022
Q3 | $1.24M | Buy |
14,991
+851
| +6% | +$81.2K | 0.29% | 51 |
|
|
2022
Q2 | $1.4M | Sell |
14,140
-209
| -1% | -$21.3K | 0.31% | 47 |
|
|
2022
Q1 | $1.35M | Hold |
14,349
| – | – | 0.29% | 46 |
|
|
2021
Q4 | $1.36M | Sell |
14,349
-288
| -2% | -$26.9K | 0.3% | 43 |
|
|
2021
Q3 | $1.39M | Hold |
14,637
| – | – | 0.3% | 41 |
|
|
2021
Q2 | $1.45M | Buy |
14,637
+299
| +2% | +$28.7K | 0.32% | 37 |
|
|
2021
Q1 | $1.27M | Sell |
14,338
-94
| -0.7% | -$7.98K | 0.29% | 43 |
|
|
2020
Q4 | $1.2M | Hold |
14,432
| – | – | 0.3% | 41 |
|
|
2020
Q3 | $1.08M | Buy |
14,432
+60
| +0.4% | +$4.63K | 0.32% | 45 |
|
|
2020
Q2 | $1.01M | Hold |
14,372
| – | – | 0.29% | 47 |
|
|
2020
Q1 | $1.05M | Buy |
14,372
+5
| +0% | +$411 | 0.33% | 43 |
|
|
2019
Q4 | $1.22M | Buy |
14,367
+3,599
| +33% | +$297K | 0.27% | 41 |
|
|
2019
Q3 | $818K | Buy |
10,768
+777
| +8% | +$61.6K | 0.21% | 46 |
|
|
2019
Q2 | $785K | Buy |
9,991
+704
| +8% | +$58.2K | 0.19% | 49 |
|
|
2019
Q1 | $821K | Buy |
9,287
+168
| +2% | +$13.5K | 0.2% | 48 |
|
|
2018
Q4 | $609K | Hold |
9,119
| – | – | 0.18% | 50 |
|
|
2018
Q3 | $744K | Buy |
9,119
+2,104
| +30% | +$173K | 0.18% | 50 |
|
|
2018
Q2 | $566K | Buy |
7,015
+431
| +7% | +$36.6K | 0.15% | 52 |
|
|
2018
Q1 | $654K | Sell |
6,584
-54
| -0.8% | -$5.62K | 0.18% | 46 |
|
|
2017
Q4 | $701K | Buy |
6,638
+473
| +8% | +$50.4K | 0.17% | 47 |
|
|
2017
Q3 | $684K | Buy |
6,165
+220
| +4% | +$25.6K | 0.18% | 45 |
|
|
2017
Q2 | $698K | Buy |
+5,945
| New | +$689K | 0.19% | 42 |
|
|
2017
Q1 | – | Sell |
-3,297
| Closed | -$302K | – | 85 |
|
|
2016
Q4 | $302K | Buy |
+3,297
| New | +$306K | 0.09% | 61 |
|
|
2015
Q3 | – | Sell |
-3,128
| Closed | -$251K | – | 114 |
|
|
2015
Q2 | $251K | Buy |
+3,128
| New | +$257K | 0.06% | 95 |
|
Other funds holding PM
VCM
KLCM Advisors's PM Position: Q1 2026 in Review
KLCM Advisors increased its Philip Morris (PM) stake by 1.8% in Q1 2026, buying an estimated $39.1K and bringing the position to 12,722 shares worth $2.1M. The position accounts for 0.18% of the portfolio, ranked #80.
KLCM Advisors first reported a position in PM in Q2 2015 and has held it in 38 quarters since. The position peaked at $2.37M in Q2 2025. 2,856 funds tracked by Wall St. Rank hold PM as of Q1 2026.
- KLCM Advisors held 12,722 shares of Philip Morris worth $2.1M as of Q1 2026.
- KLCM Advisors bought 225 Philip Morris shares in Q1 2026, an estimated $39.1K.
- Philip Morris made up 0.18% of KLCM Advisors's portfolio in Q1 2026, its #80 holding.
- KLCM Advisors first reported a position in Philip Morris in Q2 2015 and has held it in 38 quarters since.
- KLCM Advisors's Philip Morris position peaked at $2.37M in Q2 2025.
- 2,856 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.
Based on KLCM Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.