Lafayette Investments’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 | $205K | Sell |
1,240
-84
| -6% | -$14.6K | 0.04% | 153 |
|
|
2025
Q4 | $212K | Sell |
1,324
-50
| -4% | -$7.75K | 0.04% | 153 |
|
|
2025
Q3 | $223K | Sell |
1,374
-16
| -1% | -$2.69K | 0.04% | 145 |
|
|
2025
Q2 | $253K | Sell |
1,390
-55
| -4% | -$9.45K | 0.05% | 137 |
|
|
2025
Q1 | $229K | Buy |
+1,445
| New | +$205K | 0.05% | 139 |
|
|
2023
Q4 | – | Sell |
-2,873
| Closed | -$266K | – | 137 |
|
|
2023
Q3 | $266K | Hold |
2,873
| – | – | 0.07% | 101 |
|
|
2023
Q2 | $280K | Sell |
2,873
-1,314
| -31% | -$126K | 0.07% | 101 |
|
|
2023
Q1 | $407K | Hold |
4,187
| – | – | 0.11% | 87 |
|
|
2022
Q4 | $424K | Hold |
4,187
| – | – | 0.12% | 85 |
|
|
2022
Q3 | $348K | Hold |
4,187
| – | – | 0.11% | 86 |
|
|
2022
Q2 | $413K | Hold |
4,187
| – | – | 0.12% | 83 |
|
|
2022
Q1 | $393K | Hold |
4,187
| – | – | 0.1% | 91 |
|
|
2021
Q4 | $398K | Hold |
4,187
| – | – | 0.1% | 95 |
|
|
2021
Q3 | $397K | Hold |
4,187
| – | – | 0.11% | 86 |
|
|
2021
Q2 | $415K | Hold |
4,187
| – | – | 0.11% | 85 |
|
|
2021
Q1 | $372K | Hold |
4,187
| – | – | 0.12% | 70 |
|
|
2020
Q4 | $347K | Hold |
4,187
| – | – | 0.12% | 70 |
|
|
2020
Q3 | $314K | Hold |
4,187
| – | – | 0.12% | 74 |
|
|
2020
Q2 | $293K | Sell |
4,187
-44
| -1% | -$3.21K | 0.12% | 72 |
|
|
2020
Q1 | $309K | Sell |
4,231
-293
| -6% | -$24.1K | 0.15% | 66 |
|
|
2019
Q4 | $385K | Buy |
4,524
+5
| +0.1% | +$412 | 0.13% | 67 |
|
|
2019
Q3 | $343K | Sell |
4,519
-195
| -4% | -$15.5K | 0.12% | 70 |
|
|
2019
Q2 | $370K | Buy |
4,714
+4
| +0.1% | +$330 | 0.13% | 64 |
|
|
2019
Q1 | $416K | Sell |
4,710
-145
| -3% | -$11.7K | 0.15% | 65 |
|
|
2018
Q4 | $324K | Buy |
+4,855
| New | +$405K | 0.13% | 68 |
|
|
2016
Q4 | – | Sell |
-2,537
| Closed | -$247K | – | 68 |
|
|
2016
Q3 | $247K | Sell |
2,537
-250
| -9% | -$25K | 0.1% | 58 |
|
|
2016
Q2 | $283K | Sell |
2,787
-950
| -25% | -$94.7K | 0.12% | 55 |
|
|
2016
Q1 | $367K | Hold |
3,737
| – | – | 0.15% | 50 |
|
|
2015
Q4 | $329K | Hold |
3,737
| – | – | 0.14% | 54 |
|
|
2015
Q3 | $296K | Hold |
3,737
| – | – | 0.13% | 57 |
|
|
2015
Q2 | $300K | Sell |
3,737
-450
| -11% | -$37K | 0.13% | 58 |
|
|
2015
Q1 | $315K | Sell |
4,187
-335
| -7% | -$27.2K | 0.13% | 59 |
|
|
2014
Q4 | $368K | Sell |
4,522
-83
| -2% | -$7.13K | 0.15% | 54 |
|
|
2014
Q3 | $384K | Hold |
4,605
| – | – | 0.17% | 50 |
|
|
2014
Q2 | $388K | Hold |
4,605
| – | – | 0.17% | 51 |
|
|
2014
Q1 | $377K | Hold |
4,605
| – | – | 0.17% | 51 |
|
|
2013
Q4 | $401K | Buy |
4,605
+1,093
| +31% | +$95.5K | 0.19% | 49 |
|
|
2013
Q3 | $304K | Hold |
3,512
| – | – | 0.15% | 56 |
|
|
2013
Q2 | $304K | Buy |
+3,512
| New | +$326K | 0.15% | 56 |
|
Other funds holding PM
VCM
Lafayette Investments's PM Position: Q1 2026 in Review
Lafayette Investments reduced its Philip Morris (PM) stake by 6.3% in Q1 2026, selling an estimated $14.6K and leaving 1,240 shares worth $205K. The position accounts for 0.04% of the portfolio, ranked #153.
Lafayette Investments first reported a position in PM in Q2 2013 and has held it in 39 quarters since. The position peaked at $424K in Q4 2022. 2,853 funds tracked by Wall St. Rank hold PM as of Q1 2026.
- Lafayette Investments held 1,240 shares of Philip Morris worth $205K as of Q1 2026.
- Lafayette Investments sold 84 Philip Morris shares in Q1 2026, an estimated $14.6K.
- Philip Morris made up 0.04% of Lafayette Investments's portfolio in Q1 2026, its #153 holding.
- Lafayette Investments first reported a position in Philip Morris in Q2 2013 and has held it in 39 quarters since.
- Lafayette Investments's Philip Morris position peaked at $424K in Q4 2022.
- 2,853 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.
Based on Lafayette Investments's 13F filing for Q1 2026, filed 27 Apr 2026.