Mutual 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 | $6.86M | Buy |
41,485
+3,824
| +10% | +$664K | 0.15% | 138 |
|
|
2025
Q4 | $6.04M | Buy |
37,661
+1,510
| +4% | +$234K | 0.13% | 158 |
|
|
2025
Q3 | $5.7M | Sell |
36,151
-608
| -2% | -$102K | 0.13% | 168 |
|
|
2025
Q2 | $5.92M | Sell |
36,759
-4,119
| -10% | -$707K | 0.15% | 151 |
|
|
2025
Q1 | $6.96M | Sell |
40,878
-2,402
| -6% | -$340K | 0.2% | 100 |
|
|
2024
Q4 | $5.18M | Buy |
43,280
+26
| +0.1% | +$3.28K | 0.15% | 130 |
|
|
2024
Q3 | $5.74M | Buy |
43,254
+1,556
| +4% | +$181K | 0.17% | 113 |
|
|
2024
Q2 | $4.77M | Buy |
41,698
+4,107
| +11% | +$402K | 0.14% | 143 |
|
|
2024
Q1 | $3.44M | Buy |
37,591
+1,673
| +5% | +$154K | 0.11% | 174 |
|
|
2023
Q4 | $3.38M | Buy |
35,918
+1,275
| +4% | +$117K | 0.12% | 175 |
|
|
2023
Q3 | $3.21M | Buy |
34,643
+149
| +0.4% | +$14.3K | 0.13% | 167 |
|
|
2023
Q2 | $3.37M | Buy |
34,494
+5,040
| +17% | +$482K | 0.13% | 162 |
|
|
2023
Q1 | $2.86M | Buy |
29,454
+440
| +2% | +$43.8K | 0.12% | 179 |
|
|
2022
Q4 | $2.94M | Buy |
29,014
+343
| +1% | +$32.4K | 0.13% | 166 |
|
|
2022
Q3 | $2.38M | Sell |
28,671
-35
| -0.1% | -$3.34K | 0.12% | 166 |
|
|
2022
Q2 | $2.83M | Buy |
28,706
+1,265
| +5% | +$129K | 0.19% | 126 |
|
|
2022
Q1 | $2.58M | Buy |
27,441
+417
| +2% | +$41.7K | 0.14% | 170 |
|
|
2021
Q4 | $2.57M | Buy |
27,024
+1,915
| +8% | +$179K | 0.14% | 184 |
|
|
2021
Q3 | $2.38M | Buy |
25,109
+1,121
| +5% | +$113K | 0.14% | 181 |
|
|
2021
Q2 | $2.38M | Sell |
23,988
-1,006
| -4% | -$96.5K | 0.14% | 180 |
|
|
2021
Q1 | $2.22M | Buy |
24,994
+1,662
| +7% | +$141K | 0.15% | 165 |
|
|
2020
Q4 | $1.93M | Buy |
23,332
+429
| +2% | +$33.4K | 0.14% | 172 |
|
|
2020
Q3 | $1.72M | Buy |
22,903
+1,447
| +7% | +$112K | 0.15% | 165 |
|
|
2020
Q2 | $1.5M | Buy |
21,456
+1,294
| +6% | +$94.4K | 0.15% | 163 |
|
|
2020
Q1 | $1.47M | Buy |
20,162
+3,721
| +23% | +$306K | 0.2% | 135 |
|
|
2019
Q4 | $1.4M | Sell |
16,441
-655
| -4% | -$54K | 0.15% | 168 |
|
|
2019
Q3 | $1.3M | Buy |
17,096
+1,626
| +11% | +$129K | 0.17% | 146 |
|
|
2019
Q2 | $1.22M | Sell |
15,470
-322
| -2% | -$26.6K | 0.16% | 165 |
|
|
2019
Q1 | $1.4M | Buy |
15,792
+145
| +0.9% | +$11.7K | 0.21% | 118 |
|
|
2018
Q4 | $1.04M | Buy |
15,647
+812
| +5% | +$67.8K | 0.21% | 123 |
|
|
2018
Q3 | $1.21M | Buy |
14,835
+1,864
| +14% | +$153K | 0.18% | 139 |
|
|
2018
Q2 | $1.05M | Sell |
12,971
-488
| -4% | -$41.4K | 0.24% | 131 |
|
|
2018
Q1 | $1.34M | Buy |
13,459
+2,344
| +21% | +$244K | 0.34% | 91 |
|
|
2017
Q4 | $1.17M | Buy |
+11,115
| New | +$1.18M | 0.44% | 69 |
|
Other funds holding PM
VCM
Mutual Advisors's PM Position: Q1 2026 in Review
Mutual Advisors increased its Philip Morris (PM) stake by 10% in Q1 2026, buying an estimated $664K and bringing the position to 41,485 shares worth $6.86M. The position accounts for 0.15% of the portfolio, ranked #138.
Mutual Advisors first reported a position in PM in Q4 2017 and has held it in 34 quarters since. The position peaked at $6.96M in Q1 2025. 2,853 funds tracked by Wall St. Rank hold PM as of Q1 2026.
- Mutual Advisors held 41,485 shares of Philip Morris worth $6.86M as of Q1 2026.
- Mutual Advisors bought 3,824 Philip Morris shares in Q1 2026, an estimated $664K.
- Philip Morris made up 0.15% of Mutual Advisors's portfolio in Q1 2026, its #138 holding.
- Mutual Advisors first reported a position in Philip Morris in Q4 2017 and has held it in 34 quarters since.
- Mutual Advisors's Philip Morris position peaked at $6.96M in Q1 2025.
- 2,853 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.
Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.