Linscomb Wealth’s Philip Morris PM Stock Holding History

Linscomb Wealth’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 Q1	$10.4M	Sell	63,171 -18,404	-23%	-$3.2M	0.46%	44
2025 Q4	$13.1M	Buy	81,575 +278	+0.3%	+$43.1K	0.55%	38
2025 Q3	$13.2M	Sell	81,297 -1,174	-1%	-$198K	0.57%	34
2025 Q2	$15M	Sell	82,471 -734	-0.9%	-$126K	0.69%	20
2025 Q1	$13.2M	Buy	83,205 +2,669	+3%	+$378K	0.66%	22
2024 Q4	$9.69M	Buy	80,536 +1,617	+2%	+$204K	0.48%	45
2024 Q3	$9.58M	Sell	78,919 -2,493	-3%	-$290K	0.48%	46
2024 Q2	$8.25M	Buy	81,412 +146	+0.2%	+$14.3K	0.43%	58
2024 Q1	$7.45M	Sell	81,266 -1,477	-2%	-$136K	0.38%	65
2023 Q4	$7.78M	Sell	82,743 -2,233	-3%	-$206K	0.43%	55
2023 Q3	$7.87M	Sell	84,976 -5,208	-6%	-$501K	0.46%	53
2023 Q2	$8.8M	Sell	90,184 -5,821	-6%	-$556K	0.48%	52
2023 Q1	$9.34M	Sell	96,005 -1,866	-2%	-$186K	0.49%	49
2022 Q4	$9.91M	Buy	97,871 +1,715	+2%	+$162K	0.5%	49
2022 Q3	$7.98M	Buy	96,156 +1,542	+2%	+$147K	0.48%	52
2022 Q2	$9.34M	Buy	94,614 +432	+0.5%	+$44K	0.54%	43
2022 Q1	$8.85M	Buy	94,182 +3,470	+4%	+$347K	0.42%	61
2021 Q4	$8.62M	Buy	90,712 +1,845	+2%	+$172K	0.41%	62
2021 Q3	$8.42M	Buy	88,867 +2,903	+3%	+$292K	0.43%	61
2021 Q2	$8.52M	Buy	85,964 +3,928	+5%	+$377K	0.44%	63
2021 Q1	$7.28M	Buy	82,036 +3,677	+5%	+$312K	0.4%	69
2020 Q4	$6.49M	Buy	78,359 +1,391	+2%	+$108K	0.39%	67
2020 Q3	$5.77M	Buy	76,968 +3,718	+5%	+$287K	0.4%	65
2020 Q2	$5.13M	Buy	73,250 +22,192	+43%	+$1.62M	0.38%	65
2020 Q1	$3.73M	Buy	51,058 +10,112	+25%	+$832K	0.33%	62
2019 Q4	$3.48M	Buy	40,946 +1,735	+4%	+$143K	0.23%	83
2019 Q3	$2.98M	Buy	39,211 +3,502	+10%	+$278K	0.24%	77
2019 Q2	$2.8M	Buy	35,709 +446	+1%	+$36.8K	0.23%	77
2019 Q1	$3.12M	Buy	35,263 +2,959	+9%	+$238K	0.26%	73
2018 Q4	$2.16M	Sell	32,304 -4,649	-13%	-$388K	0.2%	81
2018 Q3	$3.01M	Buy	36,953 +50	+0.1%	+$4.11K	0.25%	70
2018 Q2	$2.98M	Buy	36,903 +1,393	+4%	+$118K	0.25%	70
2018 Q1	$3.53M	Buy	35,510 +986	+3%	+$103K	0.3%	61
2017 Q4	$3.65M	Buy	34,524 +1,102	+3%	+$117K	0.3%	61
2017 Q3	$3.71M	Sell	33,422 -54	-0.2%	-$6.29K	0.32%	54
2017 Q2	$3.93M	Sell	33,476 -660	-2%	-$76.4K	0.35%	51
2017 Q1	$3.85M	Buy	34,136 +1,568	+5%	+$162K	0.35%	49
2016 Q4	$2.98M	Buy	32,568 +762	+2%	+$70.6K	0.28%	62
2016 Q3	$3.09M	Buy	31,806 +3,377	+12%	+$338K	0.3%	53
2016 Q2	$2.89M	Buy	28,429 +1,678	+6%	+$167K	0.29%	51
2016 Q1	$2.63M	Buy	26,751 +528	+2%	+$48.4K	0.28%	57
2015 Q4	$2.31M	Buy	26,223 +493	+2%	+$42.8K	0.26%	61
2015 Q3	$2.04M	Sell	25,730 -2,465	-9%	-$203K	0.24%	66
2015 Q2	$2.26M	Sell	28,195 -587	-2%	-$48.3K	0.25%	65
2015 Q1	$2.17M	Buy	28,782 +1,204	+4%	+$97.7K	0.23%	73
2014 Q4	$2.25M	Buy	27,578 +866	+3%	+$74.4K	0.25%	67
2014 Q3	$2.23M	Buy	26,712 +835	+3%	+$70.6K	0.25%	67
2014 Q2	$2.18M	Buy	25,877 +2,253	+10%	+$194K	0.23%	68
2014 Q1	$1.93M	Buy	23,624 +3,619	+18%	+$292K	0.21%	71
2013 Q4	$1.74M	Buy	20,005 +1,940	+11%	+$169K	0.21%	65
2013 Q3	$1.56M	Buy	18,065 +1,325	+8%	+$116K	0.21%	64
2013 Q2	$1.45M	Buy	+16,740	New	+$1.56M	0.2%	62

Other funds holding PM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Linscomb Wealth's PM Position: Q1 2026 in Review

Linscomb Wealth reduced its Philip Morris (PM) stake by 23% in Q1 2026, selling an estimated $3.2M and leaving 63,171 shares worth $10.4M. The position accounts for 0.46% of the portfolio, ranked #44.

Linscomb Wealth first reported a position in PM in Q2 2013 and has held it in 52 quarters since. The position peaked at $15M in Q2 2025. 2,853 funds tracked by Wall St. Rank hold PM as of Q1 2026.

Linscomb Wealth held 63,171 shares of Philip Morris worth $10.4M as of Q1 2026.
Linscomb Wealth sold 18,404 Philip Morris shares in Q1 2026, an estimated $3.2M.
Philip Morris made up 0.46% of Linscomb Wealth's portfolio in Q1 2026, its #44 holding.
Linscomb Wealth first reported a position in Philip Morris in Q2 2013 and has held it in 52 quarters since.
Linscomb Wealth's Philip Morris position peaked at $15M in Q2 2025.
2,853 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Linscomb Wealth's 13F filing for Q1 2026, filed 11 May 2026.