Legacy Financial 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 | $1.65M | Sell |
9,981
-215
| -2% | -$37.4K | 0.23% | 77 |
|
|
2025
Q4 | $1.64M | Buy |
10,196
+1
| +0% | +$155 | 0.23% | 70 |
|
|
2025
Q3 | $1.65M | Buy |
10,195
+335
| +3% | +$56.4K | 0.23% | 70 |
|
|
2025
Q2 | $1.8M | Buy |
9,860
+567
| +6% | +$97.4K | 0.28% | 56 |
|
|
2025
Q1 | $1.48M | Buy |
9,293
+461
| +5% | +$65.3K | 0.25% | 71 |
|
|
2024
Q4 | $1.06M | Buy |
8,832
+1,375
| +18% | +$173K | 0.18% | 100 |
|
|
2024
Q3 | $905K | Buy |
7,457
+363
| +5% | +$42.2K | 0.15% | 108 |
|
|
2024
Q2 | $719K | Buy |
7,094
+343
| +5% | +$33.5K | 0.13% | 128 |
|
|
2024
Q1 | $619K | Sell |
6,751
-103
| -2% | -$9.5K | 0.11% | 151 |
|
|
2023
Q4 | $645K | Buy |
6,854
+663
| +11% | +$61.1K | 0.12% | 130 |
|
|
2023
Q3 | $573K | Buy |
6,191
+516
| +9% | +$49.7K | 0.11% | 117 |
|
|
2023
Q2 | $554K | Buy |
5,675
+322
| +6% | +$30.8K | 0.1% | 124 |
|
|
2023
Q1 | $521K | Sell |
5,353
-162
| -3% | -$16.1K | 0.11% | 123 |
|
|
2022
Q4 | $558K | Buy |
5,515
+1,324
| +32% | +$125K | 0.12% | 106 |
|
|
2022
Q3 | $348K | Sell |
4,191
-335
| -7% | -$31.9K | 0.08% | 139 |
|
|
2022
Q2 | $447K | Buy |
4,526
+748
| +20% | +$76.3K | 0.11% | 101 |
|
|
2022
Q1 | $355K | Buy |
3,778
+35
| +0.9% | +$3.5K | 0.08% | 146 |
|
|
2021
Q4 | $356K | Buy |
3,743
+166
| +5% | +$15.5K | 0.08% | 124 |
|
|
2021
Q3 | $339K | Buy |
3,577
+146
| +4% | +$14.7K | 0.08% | 111 |
|
|
2021
Q2 | $340K | Buy |
3,431
+174
| +5% | +$16.7K | 0.09% | 111 |
|
|
2021
Q1 | $289K | Buy |
3,257
+390
| +14% | +$33.1K | 0.08% | 114 |
|
|
2020
Q4 | $237K | Buy |
2,867
+159
| +6% | +$12.4K | 0.07% | 122 |
|
|
2020
Q3 | $203K | Buy |
+2,708
| New | +$209K | 0.06% | 124 |
|
|
2020
Q1 | – | Sell |
-2,645
| Closed | -$225K | – | 108 |
|
|
2019
Q4 | $225K | Sell |
2,645
-478
| -15% | -$39.4K | 0.07% | 108 |
|
|
2019
Q3 | $237K | Sell |
3,123
-137
| -4% | -$10.9K | 0.08% | 104 |
|
|
2019
Q2 | $256K | Buy |
3,260
+556
| +21% | +$45.9K | 0.09% | 100 |
|
|
2019
Q1 | $239K | Sell |
2,704
-287
| -10% | -$23.1K | 0.08% | 99 |
|
|
2018
Q4 | $200K | Buy |
2,991
+130
| +5% | +$10.9K | 0.08% | 98 |
|
|
2018
Q3 | $233K | Buy |
2,861
+20
| +0.7% | +$1.64K | 0.08% | 97 |
|
|
2018
Q2 | $235K | Sell |
2,841
-71
| -2% | -$6.03K | 0.09% | 93 |
|
|
2018
Q1 | $294K | Buy |
2,912
+215
| +8% | +$22.4K | 0.12% | 81 |
|
|
2017
Q4 | $285K | Buy |
+2,697
| New | +$287K | 0.12% | 78 |
|
Other funds holding PM
VCM
Legacy Financial Advisors's PM Position: Q1 2026 in Review
Legacy Financial Advisors reduced its Philip Morris (PM) stake by 2.1% in Q1 2026, selling an estimated $37.4K and leaving 9,981 shares worth $1.65M. The position accounts for 0.23% of the portfolio, ranked #77.
Legacy Financial Advisors first reported a position in PM in Q4 2017 and has held it in 32 quarters since. The position peaked at $1.8M in Q2 2025. 2,856 funds tracked by Wall St. Rank hold PM as of Q1 2026.
- Legacy Financial Advisors held 9,981 shares of Philip Morris worth $1.65M as of Q1 2026.
- Legacy Financial Advisors sold 215 Philip Morris shares in Q1 2026, an estimated $37.4K.
- Philip Morris made up 0.23% of Legacy Financial Advisors's portfolio in Q1 2026, its #77 holding.
- Legacy Financial Advisors first reported a position in Philip Morris in Q4 2017 and has held it in 32 quarters since.
- Legacy Financial Advisors's Philip Morris position peaked at $1.8M in Q2 2025.
- 2,856 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.
Based on Legacy Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.