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Leavell Investment Management’s Philip Morris PM Stock Holding History

Leavell Investment Management’s Portfolio PM Stock Details PM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.66M Sell
9,114
-605
-6% -$105K 0.06% 256
2026
Q1 		$1.62M Buy
9,719
+88
+0.9% +$15.3K 0.07% 250
2025
Q4 		$1.56M Sell
9,631
-317
-3% -$49.1K 0.06% 246
2025
Q3 		$1.61M Sell
9,948
-1,194
-11% -$201K 0.07% 244
2025
Q2 		$2.04M Buy
11,142
+349
+3% +$59.9K 0.09% 211
2025
Q1 		$1.73M Sell
10,793
-712
-6% -$101K 0.09% 214
2024
Q4 		$1.4M Buy
11,505
+899
+8% +$113K 0.07% 238
2024
Q3 		$1.3M Buy
10,606
+242
+2% +$28.1K 0.06% 259
2024
Q2 		$1.06M Buy
10,364
+601
+6% +$58.8K 0.06% 264
2024
Q1 		$908K Sell
9,763
-314
-3% -$29K 0.05% 279
2023
Q4 		$961K Sell
10,077
-41
-0.4% -$3.78K 0.06% 267
2023
Q3 		$950K Sell
10,118
-192
-2% -$18.5K 0.07% 251
2023
Q2 		$1.02M Sell
10,310
-50
-0.5% -$4.78K 0.07% 242
2023
Q1 		$1.02M Sell
10,360
-168
-2% -$16.7K 0.07% 240
2022
Q4 		$1.08M Sell
10,528
-398
-4% -$37.6K 0.08% 225
2022
Q3 		$921K Buy
10,926
+75
+0.7% +$7.15K 0.07% 232
2022
Q2 		$1.08M Buy
10,851
+1,828
+20% +$186K 0.08% 216
2022
Q1 		$859K Buy
9,023
+65
+0.7% +$6.5K 0.06% 253
2021
Q4 		$862K Sell
8,958
-50
-0.6% -$4.67K 0.06% 255
2021
Q3 		$865K Sell
9,008
-65
-0.7% -$6.54K 0.06% 238
2021
Q2 		$816K Hold
9,073
– – 0.07% 227
2021
Q1 		$816K Sell
9,073
-1,108
-11% -$94.1K 0.07% 227
2020
Q4 		$855K Buy
10,181
+113
+1% +$8.8K 0.07% 212
2020
Q3 		$767K Sell
10,068
-457
-4% -$35.3K 0.07% 214
2020
Q2 		$751K Sell
10,525
-700
-6% -$51K 0.07% 205
2020
Q1 		$832K Sell
11,225
-1,975
-15% -$163K 0.1% 173
2019
Q4 		$1.14M Sell
13,200
-924
-7% -$76.2K 0.11% 170
2019
Q3 		$1.09M Buy
14,124
+144
+1% +$11.4K 0.11% 173
2019
Q2 		$1.11M Sell
13,980
-175
-1% -$14.5K 0.12% 171
2019
Q1 		$1.27M Sell
14,155
-1,250
-8% -$101K 0.14% 155
2018
Q4 		$1.05M Sell
15,405
-984
-6% -$82.2K 0.13% 161
2018
Q3 		$1.35M Sell
16,389
-7,128
-30% -$585K 0.15% 153
2018
Q2 		$1.93M Sell
23,517
-1,313
-5% -$111K 0.22% 120
2018
Q1 		$2.5M Buy
24,830
+1,591
+7% +$166K 0.29% 107
2017
Q4 		$2.46M Hold
23,239
– – 0.29% 106
2017
Q3 		$2.58M Sell
23,239
-156
-0.7% -$18.2K 0.32% 93
2017
Q2 		$2.75M Sell
23,395
-329
-1% -$38.1K 0.35% 87
2017
Q1 		$2.68M Sell
23,724
-632
-3% -$65.2K 0.34% 88
2016
Q4 		$2.23M Buy
24,356
+49
+0.2% +$4.54K 0.31% 90
2016
Q3 		$2.36M Sell
24,307
-3,113
-11% -$312K 0.35% 88
2016
Q2 		$2.79M Sell
27,420
-3,510
-11% -$350K 0.41% 70
2016
Q1 		$3.03M Sell
30,930
-348
-1% -$31.9K 0.45% 64
2015
Q4 		$2.75M Buy
31,278
+102
+0.3% +$8.85K 0.4% 71
2015
Q3 		$2.47M Buy
31,176
+77
+0.2% +$6.34K 0.39% 75
2015
Q2 		$2.49M Buy
31,099
+2
+0% +$165 0.39% 78
2015
Q1 		$2.34M Sell
31,097
-148
-0.5% -$12K 0.35% 87
2014
Q4 		$2.54M Buy
31,245
+1,531
+5% +$131K 0.39% 74
2014
Q3 		$2.48M Sell
29,714
-52
-0.2% -$4.4K 0.39% 78
2014
Q2 		$2.51M Sell
29,766
-428
-1% -$36.8K 0.4% 80
2014
Q1 		$2.47M Sell
30,194
-2,527
-8% -$204K 0.41% 76
2013
Q4 		$2.85M Sell
32,721
-1,623
-5% -$142K 0.48% 60
2013
Q3 		$2.97M Sell
34,344
-5,972
-15% -$522K 0.54% 51
2013
Q2 		$3.49M Buy
+40,316
New +$3.75M 0.65% 39

Other funds holding PM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CIPU
Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return
NONA
Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Leavell Investment Management's PM Position: Q2 2026 in Review

Leavell Investment Management reduced its Philip Morris (PM) stake by 6.2% in Q2 2026, selling an estimated $105K and leaving 9,114 shares worth $1.66M. The position accounts for 0.06% of the portfolio, ranked #256.

Leavell Investment Management first reported a position in PM in Q2 2013 and has held it in 53 quarters since. The position peaked at $3.49M in Q2 2013. 752 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Leavell Investment Management held 9,114 shares of Philip Morris worth $1.66M as of Q2 2026.
  • Leavell Investment Management sold 605 Philip Morris shares in Q2 2026, an estimated $105K.
  • Philip Morris made up 0.06% of Leavell Investment Management's portfolio in Q2 2026, its #256 holding.
  • Leavell Investment Management first reported a position in Philip Morris in Q2 2013 and has held it in 53 quarters since.
  • Leavell Investment Management's Philip Morris position peaked at $3.49M in Q2 2013.
  • 752 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Leavell Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.