LPL Financial’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $428M | Buy |
2,349,573
+23,123
| +1% | +$4.21M | 0.14% | 140 |
|
|
2025
Q1 | $369M | Buy |
2,326,450
+113,152
| +5% | +$18M | 0.14% | 140 |
|
|
2024
Q4 | $266M | Buy |
2,213,298
+146,169
| +7% | +$17.6M | 0.11% | 170 |
|
|
2024
Q3 | $251M | Buy |
2,067,129
+39,559
| +2% | +$4.8M | 0.11% | 162 |
|
|
2024
Q2 | $205M | Buy |
2,027,570
+128,025
| +7% | +$13M | 0.1% | 174 |
|
|
2024
Q1 | $174M | Buy |
1,899,545
+83,901
| +5% | +$7.69M | 0.09% | 188 |
|
|
2023
Q4 | $171M | Buy |
1,815,644
+161,193
| +10% | +$15.2M | 0.1% | 178 |
|
|
2023
Q3 | $153M | Buy |
1,654,451
+41,354
| +3% | +$3.83M | 0.11% | 171 |
|
|
2023
Q2 | $157M | Buy |
1,613,097
+95,235
| +6% | +$9.3M | 0.11% | 159 |
|
|
2023
Q1 | $148M | Buy |
1,517,862
+193,964
| +15% | +$18.9M | 0.11% | 156 |
|
|
2022
Q4 | $134M | Buy |
1,323,898
+149,856
| +13% | +$15.2M | 0.11% | 173 |
|
|
2022
Q3 | $97.5M | Buy |
1,174,042
+79,993
| +7% | +$6.64M | 0.09% | 195 |
|
|
2022
Q2 | $108M | Buy |
1,094,049
+110,712
| +11% | +$10.9M | 0.1% | 185 |
|
|
2022
Q1 | $92.4M | Buy |
983,337
+16,696
| +2% | +$1.57M | 0.08% | 236 |
|
|
2021
Q4 | $91.8M | Buy |
966,641
+67,410
| +7% | +$6.4M | 0.08% | 238 |
|
|
2021
Q3 | $85.2M | Buy |
899,231
+47,058
| +6% | +$4.46M | 0.08% | 238 |
|
|
2021
Q2 | $84.5M | Buy |
852,173
+72,335
| +9% | +$7.17M | 0.09% | 220 |
|
|
2021
Q1 | $69.2M | Buy |
779,838
+53,594
| +7% | +$4.76M | 0.08% | 233 |
|
|
2020
Q4 | $60.1M | Buy |
726,244
+29,564
| +4% | +$2.45M | 0.08% | 240 |
|
|
2020
Q3 | $52.2M | Buy |
696,680
+26,354
| +4% | +$1.98M | 0.08% | 230 |
|
|
2020
Q2 | $47M | Buy |
670,326
+66,470
| +11% | +$4.66M | 0.08% | 221 |
|
|
2020
Q1 | $44.1M | Sell |
603,856
-21,069
| -3% | -$1.54M | 0.09% | 185 |
|
|
2019
Q4 | $53.2M | Buy |
624,925
+36,130
| +6% | +$3.07M | 0.1% | 183 |
|
|
2019
Q3 | $44.7M | Sell |
588,795
-9,862
| -2% | -$749K | 0.09% | 196 |
|
|
2019
Q2 | $47M | Sell |
598,657
-10,862
| -2% | -$853K | 0.1% | 182 |
|
|
2019
Q1 | $53.9M | Buy |
609,519
+61,640
| +11% | +$5.45M | 0.12% | 153 |
|
|
2018
Q4 | $36.6M | Sell |
547,879
-3,653
| -0.7% | -$244K | 0.1% | 187 |
|
|
2018
Q3 | $45M | Buy |
551,532
+24,419
| +5% | +$1.99M | 0.11% | 167 |
|
|
2018
Q2 | $42.6M | Buy |
527,113
+31,402
| +6% | +$2.54M | 0.11% | 160 |
|
|
2018
Q1 | $49.3M | Buy |
495,711
+162,732
| +49% | +$16.2M | 0.14% | 138 |
|
|
2017
Q4 | $35.2M | Buy |
332,979
+42,984
| +15% | +$4.54M | 0.11% | 174 |
|
|
2017
Q3 | $32.2M | Sell |
289,995
-11,773
| -4% | -$1.31M | 0.11% | 163 |
|
|
2017
Q2 | $35.4M | Buy |
301,768
+212,235
| +237% | +$24.9M | 0.13% | 143 |
|
|
2017
Q1 | $10.1M | Buy |
89,533
+1,927
| +2% | +$218K | 0.07% | 240 |
|
|
2016
Q4 | $8M | Buy |
87,606
+27,536
| +46% | +$2.51M | 0.06% | 269 |
|
|
2016
Q3 | $5.79M | Buy |
60,070
+996
| +2% | +$96K | 0.06% | 331 |
|
|
2016
Q2 | $6.04M | Sell |
59,074
-481,964
| -89% | -$49.3M | 0.05% | 315 |
|
|
2016
Q1 | $54.2M | Buy |
541,038
+23,687
| +5% | +$2.37M | 0.15% | 135 |
|
|
2015
Q4 | $45.5M | Buy |
517,351
+209,355
| +68% | +$18.4M | 0.13% | 156 |
|
|
2015
Q3 | $25.1M | Buy |
307,996
+5,193
| +2% | +$424K | 0.14% | 143 |
|
|
2015
Q2 | $24.6M | Buy |
302,803
+9,223
| +3% | +$748K | 0.12% | 158 |
|
|
2015
Q1 | $22.3M | Sell |
293,580
-328
| -0.1% | -$25K | 0.11% | 164 |
|
|
2014
Q4 | $23.9M | Buy |
293,908
+6,809
| +2% | +$555K | 0.13% | 148 |
|
|
2014
Q3 | $24M | Sell |
287,099
-16,568
| -5% | -$1.38M | 0.14% | 148 |
|
|
2014
Q2 | $25.6M | Buy |
303,667
+4,014
| +1% | +$338K | 0.15% | 146 |
|
|
2014
Q1 | $24.5M | Sell |
299,653
-18,224
| -6% | -$1.49M | 0.15% | 143 |
|
|
2013
Q4 | $27.7M | Buy |
317,877
+1,624
| +0.5% | +$142K | 0.17% | 122 |
|
|
2013
Q3 | $27.4M | Sell |
316,253
-14,006
| -4% | -$1.21M | 0.18% | 114 |
|
|
2013
Q2 | $28.6M | Buy |
+330,259
| New | +$28.6M | 0.21% | 94 |
|