Moloney Securities Asset Management’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.57M | Buy |
9,649
+25
| +0.3% | +$4.21K | 0.19% | 132 |
|
|
2025
Q2 | $1.75M | Buy |
9,624
+253
| +3% | +$43.4K | 0.22% | 111 |
|
|
2025
Q1 | $1.49M | Sell |
9,371
-97
| -1% | -$13.7K | 0.2% | 121 |
|
|
2024
Q4 | $1.14M | Sell |
9,468
-276
| -3% | -$34.8K | 0.15% | 162 |
|
|
2024
Q3 | $1.18M | Hold |
9,744
| – | – | 0.16% | 154 |
|
|
2024
Q2 | $987K | Sell |
9,744
-95
| -1% | -$9.29K | 0.14% | 160 |
|
|
2024
Q1 | $901K | Sell |
9,839
-153
| -2% | -$14.1K | 0.14% | 180 |
|
|
2023
Q4 | $940K | Sell |
9,992
-113
| -1% | -$10.4K | 0.15% | 159 |
|
|
2023
Q3 | $936K | Sell |
10,105
-284
| -3% | -$27.3K | 0.17% | 142 |
|
|
2023
Q2 | $1.01M | Sell |
10,389
-147
| -1% | -$14K | 0.18% | 137 |
|
|
2023
Q1 | $1.02M | Sell |
10,536
-2,252
| -18% | -$224K | 0.19% | 137 |
|
|
2022
Q4 | $1.29M | Buy |
12,788
+370
| +3% | +$34.9K | 0.29% | 98 |
|
|
2022
Q3 | $1.03M | Buy |
12,418
+228
| +2% | +$21.7K | 0.25% | 110 |
|
|
2022
Q2 | $1.2M | Sell |
12,190
-356
| -3% | -$36.3K | 0.28% | 100 |
|
|
2022
Q1 | $1.18M | Buy |
12,546
+2,263
| +22% | +$226K | 0.23% | 119 |
|
|
2021
Q4 | $977K | Buy |
10,283
+220
| +2% | +$20.6K | 0.17% | 152 |
|
|
2021
Q3 | $954K | Sell |
10,063
-130
| -1% | -$13.1K | 0.17% | 154 |
|
|
2021
Q2 | $1.01M | Buy |
10,193
+100
| +1% | +$9.6K | 0.18% | 146 |
|
|
2021
Q1 | $896K | Buy |
10,093
+63
| +0.6% | +$5.35K | 0.18% | 146 |
|
|
2020
Q4 | $830K | Buy |
10,030
+552
| +6% | +$43K | 0.18% | 145 |
|
|
2020
Q3 | $711K | Sell |
9,478
-249
| -3% | -$19.2K | 0.19% | 138 |
|
|
2020
Q2 | $681K | Sell |
9,727
-696
| -7% | -$50.7K | 0.2% | 130 |
|
|
2020
Q1 | $760K | Buy |
10,423
+1
| +0% | +$82 | 0.27% | 106 |
|
|
2019
Q4 | $887K | Sell |
10,422
-5,355
| -34% | -$441K | 0.27% | 113 |
|
|
2019
Q3 | $1.2M | Sell |
15,777
-431
| -3% | -$34.2K | 0.4% | 69 |
|
|
2019
Q2 | $1.27M | Sell |
16,208
-278
| -2% | -$23K | 0.42% | 60 |
|
|
2019
Q1 | $1.46M | Buy |
16,486
+590
| +4% | +$47.5K | 0.5% | 49 |
|
|
2018
Q4 | $1.06M | Sell |
15,896
-647
| -4% | -$54K | 0.43% | 65 |
|
|
2018
Q3 | $1.35M | Buy |
16,543
+54
| +0.3% | +$4.43K | 0.47% | 59 |
|
|
2018
Q2 | $1.33M | Buy |
16,489
+915
| +6% | +$77.7K | 0.51% | 54 |
|
|
2018
Q1 | $1.55M | Sell |
15,574
-122
| -0.8% | -$12.7K | 0.63% | 44 |
|
|
2017
Q4 | $1.66M | Sell |
15,696
-1,897
| -11% | -$202K | 0.7% | 35 |
|
|
2017
Q3 | $1.95M | Buy |
17,593
+5,357
| +44% | +$623K | 0.87% | 28 |
|
|
2017
Q2 | $1.44M | Sell |
12,236
-633
| -5% | -$73.3K | 0.72% | 38 |
|
|
2017
Q1 | $1.45M | Sell |
12,869
-424
| -3% | -$43.7K | 0.75% | 35 |
|
|
2016
Q4 | $1.22M | Buy |
+13,293
| New | +$1.23M | 0.73% | 34 |
|
Other funds holding PM
Moloney Securities Asset Management's PM Position: Q3 2025 in Review
Moloney Securities Asset Management increased its Philip Morris (PM) stake by 0.26% in Q3 2025, buying an estimated $4.21K and bringing the position to 9,649 shares worth $1.57M. The position accounts for 0.19% of the portfolio, ranked #132.
Moloney Securities Asset Management first reported a position in PM in Q4 2016 and has held it in 36 quarters since. The position peaked at $1.95M in Q3 2017. 2,731 funds tracked by Wall St. Rank hold PM as of Q3 2025.
- Moloney Securities Asset Management held 9,649 shares of Philip Morris worth $1.57M as of Q3 2025.
- Moloney Securities Asset Management bought 25 Philip Morris shares in Q3 2025, an estimated $4.21K.
- Philip Morris made up 0.19% of Moloney Securities Asset Management's portfolio in Q3 2025, its #132 holding.
- Moloney Securities Asset Management first reported a position in Philip Morris in Q4 2016 and has held it in 36 quarters since.
- Moloney Securities Asset Management's Philip Morris position peaked at $1.95M in Q3 2017.
- 2,731 funds tracked by Wall St. Rank held Philip Morris as of Q3 2025.
Based on Moloney Securities Asset Management's 13F filing for Q3 2025, filed 5 Nov 2025.