Lido 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 | $19.8M | Sell |
118,698
-8,149
| -6% | -$1.42M | 0.06% | 204 |
|
|
2025
Q4 | $20.5M | Buy |
126,847
+2,324
| +2% | +$360K | 0.06% | 197 |
|
|
2025
Q3 | $20.2M | Buy |
124,523
+9,019
| +8% | +$1.52M | 0.06% | 193 |
|
|
2025
Q2 | $21.2M | Buy |
115,504
+32,419
| +39% | +$5.57M | 0.08% | 147 |
|
|
2025
Q1 | $13.3M | Buy |
83,085
+6,195
| +8% | +$877K | 0.06% | 200 |
|
|
2024
Q4 | $9.35M | Buy |
76,890
+6,682
| +10% | +$843K | 0.04% | 228 |
|
|
2024
Q3 | $8.52M | Buy |
70,208
+3,217
| +5% | +$374K | 0.04% | 229 |
|
|
2024
Q2 | $6.87M | Sell |
66,991
-1,968
| -3% | -$192K | 0.04% | 245 |
|
|
2024
Q1 | $6.41M | Sell |
68,959
-6,195
| -8% | -$571K | 0.04% | 244 |
|
|
2023
Q4 | $7.17M | Sell |
75,154
-1,199
| -2% | -$110K | 0.05% | 216 |
|
|
2023
Q3 | $7.07M | Buy |
76,353
+19,554
| +34% | +$1.88M | 0.05% | 180 |
|
|
2023
Q2 | $5.54M | Sell |
56,799
-25,707
| -31% | -$2.46M | 0.04% | 207 |
|
|
2023
Q1 | $8.02M | Buy |
82,506
+4,281
| +5% | +$427K | 0.08% | 153 |
|
|
2022
Q4 | $7.92M | Buy |
78,225
+40,741
| +109% | +$3.84M | 0.1% | 117 |
|
|
2022
Q3 | $3.11M | Buy |
37,484
+16,561
| +79% | +$1.58M | 0.04% | 191 |
|
|
2022
Q2 | $2.06M | Sell |
20,923
-7,025
| -25% | -$716K | 0.03% | 232 |
|
|
2022
Q1 | $2.63M | Buy |
27,948
+6,217
| +29% | +$622K | 0.03% | 227 |
|
|
2021
Q4 | $2.06M | Buy |
21,731
+2,285
| +12% | +$214K | 0.02% | 262 |
|
|
2021
Q3 | $1.84M | Buy |
19,446
+954
| +5% | +$96K | 0.03% | 282 |
|
|
2021
Q2 | $1.85M | Buy |
18,492
+6
| +0% | +$576 | 0.03% | 272 |
|
|
2021
Q1 | $1.66M | Sell |
18,486
-6,132
| -25% | -$521K | 0.03% | 253 |
|
|
2020
Q4 | $2.07M | Sell |
24,618
-25,373
| -51% | -$1.98M | 0.04% | 213 |
|
|
2020
Q3 | $3.81M | Buy |
49,991
+610
| +1% | +$47.1K | 0.1% | 117 |
|
|
2020
Q2 | $3.52M | Sell |
49,381
-2,219
| -4% | -$162K | 0.11% | 114 |
|
|
2020
Q1 | $3.83M | Sell |
51,600
-2,509
| -5% | -$206K | 0.16% | 85 |
|
|
2019
Q4 | $4.67M | Buy |
54,109
+33,515
| +163% | +$2.76M | 0.19% | 83 |
|
|
2019
Q3 | $1.59M | Sell |
20,594
-5,388
| -21% | -$427K | 0.08% | 147 |
|
|
2019
Q2 | $2.07M | Buy |
25,982
+7,547
| +41% | +$623K | 0.12% | 109 |
|
|
2019
Q1 | $1.65M | Sell |
18,435
-10,998
| -37% | -$886K | 0.11% | 123 |
|
|
2018
Q4 | $2M | Buy |
29,433
+23,900
| +432% | +$2M | 0.2% | 77 |
|
|
2018
Q3 | $458K | Buy |
5,533
+2,589
| +88% | +$213K | 0.04% | 256 |
|
|
2018
Q2 | $237K | Buy |
+2,944
| New | +$250K | 0.03% | 359 |
|
|
2018
Q1 | – | Sell |
-2,169
| Closed | -$229K | – | 419 |
|
|
2017
Q4 | $229K | Buy |
+2,169
| New | +$231K | 0.03% | 269 |
|
Other funds holding PM
VCM
Lido Advisors's PM Position: Q1 2026 in Review
Lido Advisors reduced its Philip Morris (PM) stake by 6.4% in Q1 2026, selling an estimated $1.42M and leaving 118,698 shares worth $19.8M. The position accounts for 0.06% of the portfolio, ranked #204.
Lido Advisors first reported a position in PM in Q4 2017 and has held it in 33 quarters since. The position peaked at $21.2M in Q2 2025. 2,853 funds tracked by Wall St. Rank hold PM as of Q1 2026.
- Lido Advisors held 118,698 shares of Philip Morris worth $19.8M as of Q1 2026.
- Lido Advisors sold 8,149 Philip Morris shares in Q1 2026, an estimated $1.42M.
- Philip Morris made up 0.06% of Lido Advisors's portfolio in Q1 2026, its #204 holding.
- Lido Advisors first reported a position in Philip Morris in Q4 2017 and has held it in 33 quarters since.
- Lido Advisors's Philip Morris position peaked at $21.2M in Q2 2025.
- 2,853 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.
Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.