Koshinski Asset Management’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 | $2.75M | Buy |
15,225
+24
| +0.2% | +$4.16K | 0.15% | 144 |
|
|
2026
Q1 | $2.51M | Buy |
15,201
+1,206
| +9% | +$210K | 0.16% | 136 |
|
|
2025
Q4 | $2.24M | Sell |
13,995
-868
| -6% | -$134K | 0.14% | 139 |
|
|
2025
Q3 | $2.41M | Buy |
14,863
+1,318
| +10% | +$222K | 0.16% | 135 |
|
|
2025
Q2 | $2.47M | Buy |
13,545
+797
| +6% | +$137K | 0.19% | 118 |
|
|
2025
Q1 | $2.02M | Buy |
12,748
+576
| +5% | +$81.6K | 0.17% | 127 |
|
|
2024
Q4 | $1.46B | Sell |
12,172
-176
| -1% | -$22.2K | 0.13% | 161 |
|
|
2024
Q3 | $1.5M | Buy |
12,348
+462
| +4% | +$53.7K | 0.13% | 159 |
|
|
2024
Q2 | $1.21M | Buy |
11,886
+4,648
| +64% | +$454K | 0.11% | 181 |
|
|
2024
Q1 | $663K | Buy |
7,238
+2,104
| +41% | +$194K | 0.07% | 279 |
|
|
2023
Q4 | $483K | Sell |
5,134
-6,117
| -54% | -$564K | 0.07% | 282 |
|
|
2023
Q3 | $1.04M | Buy |
11,251
+622
| +6% | +$59.9K | 0.12% | 175 |
|
|
2023
Q2 | $1.04M | Sell |
10,629
-1,903
| -15% | -$182K | 0.11% | 189 |
|
|
2023
Q1 | $1.22M | Buy |
12,532
+127
| +1% | +$12.7K | 0.12% | 174 |
|
|
2022
Q4 | $1.26M | Buy |
12,405
+701
| +6% | +$66.2K | 0.12% | 191 |
|
|
2022
Q3 | $972K | Sell |
11,704
-235
| -2% | -$22.4K | 0.12% | 203 |
|
|
2022
Q2 | $1.18M | Buy |
11,939
+1,043
| +10% | +$106K | 0.12% | 200 |
|
|
2022
Q1 | $1.02M | Buy |
10,896
+291
| +3% | +$29.1K | 0.08% | 252 |
|
|
2021
Q4 | $1.01M | Buy |
10,605
+528
| +5% | +$49.4K | 0.08% | 257 |
|
|
2021
Q3 | $955K | Buy |
10,077
+1,981
| +24% | +$199K | 0.08% | 267 |
|
|
2021
Q2 | $802K | Sell |
8,096
-1,238
| -13% | -$119K | 0.1% | 227 |
|
|
2021
Q1 | $828K | Buy |
9,334
+1,443
| +18% | +$123K | 0.09% | 259 |
|
|
2020
Q4 | $653K | Sell |
7,891
-141
| -2% | -$11K | 0.08% | 269 |
|
|
2020
Q3 | $637 | Sell |
8,032
-139
| -2% | -$10.7K | 0.09% | 242 |
|
|
2020
Q2 | $572K | Sell |
8,171
-911
| -10% | -$66.4K | 0.09% | 250 |
|
|
2020
Q1 | $663K | Buy |
9,082
+429
| +5% | +$35.3K | 0.14% | 195 |
|
|
2019
Q4 | $742K | Buy |
8,653
+2,343
| +37% | +$193K | 0.13% | 232 |
|
|
2019
Q3 | $479K | Buy |
6,310
+1,329
| +27% | +$105K | 0.33% | 90 |
|
|
2019
Q2 | $391K | Sell |
4,981
-1,099
| -18% | -$90.8K | 0.16% | 176 |
|
|
2019
Q1 | $537 | Buy |
6,080
+94
| +2% | +$7.57K | 0.14% | 188 |
|
|
2018
Q4 | $400K | Sell |
5,986
-1,055
| -15% | -$88.1K | 0.1% | 248 |
|
|
2018
Q3 | $574K | Buy |
7,041
+4,071
| +137% | +$334K | 0.08% | 297 |
|
|
2018
Q2 | $240K | Sell |
2,970
-34
| -1% | -$2.88K | 0.07% | 329 |
|
|
2018
Q1 | $299K | Sell |
3,004
-590
| -16% | -$61.5K | 0.09% | 286 |
|
|
2017
Q4 | $380K | Buy |
3,594
+782
| +28% | +$83.3K | 0.1% | 292 |
|
|
2017
Q3 | $312K | Buy |
2,812
+83
| +3% | +$9.66K | 0.1% | 284 |
|
|
2017
Q2 | $320K | Buy |
2,729
+222
| +9% | +$25.7K | 0.12% | 263 |
|
|
2017
Q1 | $283K | Buy |
+2,507
| New | +$259K | 0.11% | 251 |
|
|
2016
Q4 | – | Sell |
-4,145
| Closed | -$403K | – | 301 |
|
|
2016
Q3 | $403K | Buy |
4,145
+1,355
| +49% | +$136K | 0.2% | 162 |
|
|
2016
Q2 | $284K | Buy |
2,790
+423
| +18% | +$42.2K | 0.15% | 202 |
|
|
2016
Q1 | $232K | Sell |
2,367
-332
| -12% | -$30.4K | 0.15% | 190 |
|
|
2015
Q4 | $237K | Buy |
2,699
+104
| +4% | +$9.03K | 0.17% | 174 |
|
|
2015
Q3 | $208K | Buy |
+2,595
| New | +$214K | 0.13% | 211 |
|
|
2015
Q1 | – | Sell |
-9,735
| Closed | -$793K | – | 239 |
|
|
2014
Q4 | $793K | Buy |
+9,735
| New | +$836K | 0.45% | 64 |
|
Other funds holding PM
Koshinski Asset Management's PM Position: Q2 2026 in Review
Koshinski Asset Management increased its Philip Morris (PM) stake by 0.16% in Q2 2026, buying an estimated $4.16K and bringing the position to 15,225 shares worth $2.75M. The position accounts for 0.15% of the portfolio, ranked #144.
Koshinski Asset Management first reported a position in PM in Q4 2014 and has held it in 44 quarters since. The position peaked at $1.46B in Q4 2024. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.
- Koshinski Asset Management held 15,225 shares of Philip Morris worth $2.75M as of Q2 2026.
- Koshinski Asset Management bought 24 Philip Morris shares in Q2 2026, an estimated $4.16K.
- Philip Morris made up 0.15% of Koshinski Asset Management's portfolio in Q2 2026, its #144 holding.
- Koshinski Asset Management first reported a position in Philip Morris in Q4 2014 and has held it in 44 quarters since.
- Koshinski Asset Management's Philip Morris position peaked at $1.46B in Q4 2024.
- 2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.
Based on Koshinski Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.