Marino Stram & Associates’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 | $2.1M | Buy |
12,723
+17
| +0.1% | +$2.95K | 0.38% | 48 |
|
|
2025
Q4 | $2.04M | Buy |
12,706
+4
| +0% | +$620 | 0.37% | 45 |
|
|
2025
Q3 | $2.06M | Buy |
12,702
+64
| +0.5% | +$10.8K | 0.37% | 46 |
|
|
2025
Q2 | $2.3M | Sell |
12,638
-7
| -0.1% | -$1.2K | 0.46% | 36 |
|
|
2025
Q1 | $2.01M | Sell |
12,645
-42
| -0.3% | -$5.95K | 0.45% | 42 |
|
|
2024
Q4 | $1.53M | Buy |
12,687
+222
| +2% | +$28K | 0.34% | 48 |
|
|
2024
Q3 | $1.51M | Buy |
12,465
+32
| +0.3% | +$3.72K | 0.34% | 49 |
|
|
2024
Q2 | $1.26M | Sell |
12,433
-551
| -4% | -$53.9K | 0.31% | 54 |
|
|
2024
Q1 | $1.19M | Sell |
12,984
-223
| -2% | -$20.6K | 0.28% | 55 |
|
|
2023
Q4 | $1.24M | Buy |
13,207
+236
| +2% | +$21.7K | 0.32% | 50 |
|
|
2023
Q3 | $1.2M | Buy |
12,971
+124
| +1% | +$11.9K | 0.35% | 45 |
|
|
2023
Q2 | $1.25M | Sell |
12,847
-167
| -1% | -$16K | 0.36% | 44 |
|
|
2023
Q1 | $1.27M | Buy |
13,014
+506
| +4% | +$50.4K | 0.38% | 43 |
|
|
2022
Q4 | $1.27M | Buy |
12,508
+339
| +3% | +$32K | 0.4% | 41 |
|
|
2022
Q3 | $1.01M | Buy |
12,169
+400
| +3% | +$38.1K | 0.36% | 45 |
|
|
2022
Q2 | $1.16M | Sell |
11,769
-305
| -3% | -$31.1K | 0.4% | 42 |
|
|
2022
Q1 | $1.13M | Buy |
12,074
+116
| +1% | +$11.6K | 0.36% | 44 |
|
|
2021
Q4 | $1.14M | Buy |
11,958
+662
| +6% | +$61.9K | 0.35% | 45 |
|
|
2021
Q3 | $1.07M | Sell |
11,296
-20,104
| -64% | -$2.02M | 0.37% | 45 |
|
|
2021
Q2 | $3.11M | Buy |
31,400
+21,547
| +219% | +$2.07M | 0.81% | 33 |
|
|
2021
Q1 | $874K | Buy |
9,853
+1,126
| +13% | +$95.6K | 0.34% | 50 |
|
|
2020
Q4 | $723K | Buy |
8,727
+469
| +6% | +$36.5K | 0.32% | 47 |
|
|
2020
Q3 | $619K | Sell |
8,258
-107
| -1% | -$8.26K | 0.33% | 50 |
|
|
2020
Q2 | $586K | Sell |
8,365
-215
| -3% | -$15.7K | 0.35% | 54 |
|
|
2020
Q1 | $626K | Buy |
8,580
+2,544
| +42% | +$209K | 0.48% | 45 |
|
|
2019
Q4 | $514K | Sell |
6,036
-732
| -11% | -$60.3K | 0.34% | 51 |
|
|
2019
Q3 | $514K | Buy |
6,768
+1,300
| +24% | +$103K | 0.36% | 45 |
|
|
2019
Q2 | $429K | Buy |
5,468
+464
| +9% | +$38.3K | 0.31% | 49 |
|
|
2019
Q1 | $442K | Buy |
5,004
+1,146
| +30% | +$92.3K | 0.32% | 48 |
|
|
2018
Q4 | $258K | Sell |
3,858
-530
| -12% | -$44.3K | 0.23% | 63 |
|
|
2018
Q3 | $354K | Sell |
4,388
-700
| -14% | -$57.5K | 0.28% | 57 |
|
|
2018
Q2 | $376K | Sell |
5,088
-465
| -8% | -$39.5K | 0.33% | 51 |
|
|
2018
Q1 | $552K | Sell |
5,553
-56
| -1% | -$5.83K | 0.51% | 41 |
|
|
2017
Q4 | $593K | Buy |
+5,609
| New | +$598K | 0.55% | 38 |
|
Other funds holding PM
VCM
Marino Stram & Associates's PM Position: Q1 2026 in Review
Marino Stram & Associates increased its Philip Morris (PM) stake by 0.13% in Q1 2026, buying an estimated $2.95K and bringing the position to 12,723 shares worth $2.1M. The position accounts for 0.38% of the portfolio, ranked #48.
Marino Stram & Associates first reported a position in PM in Q4 2017 and has held it in 34 quarters since. The position peaked at $3.11M in Q2 2021. 2,852 funds tracked by Wall St. Rank hold PM as of Q1 2026.
- Marino Stram & Associates held 12,723 shares of Philip Morris worth $2.1M as of Q1 2026.
- Marino Stram & Associates bought 17 Philip Morris shares in Q1 2026, an estimated $2.95K.
- Philip Morris made up 0.38% of Marino Stram & Associates's portfolio in Q1 2026, its #48 holding.
- Marino Stram & Associates first reported a position in Philip Morris in Q4 2017 and has held it in 34 quarters since.
- Marino Stram & Associates's Philip Morris position peaked at $3.11M in Q2 2021.
- 2,852 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.
Based on Marino Stram & Associates's 13F filing for Q1 2026, filed 29 Apr 2026.