OneDigital Investment 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
Q2 | $6.68M | Buy |
36,929
+5,603
| +18% | +$972K | 0.06% | 268 |
|
|
2026
Q1 | $5.18M | Buy |
31,326
+5,641
| +22% | +$980K | 0.05% | 276 |
|
|
2025
Q4 | $4.12M | Buy |
25,685
+515
| +2% | +$79.8K | 0.04% | 298 |
|
|
2025
Q3 | $4.08M | Buy |
25,170
+60
| +0.2% | +$10.1K | 0.04% | 279 |
|
|
2025
Q2 | $4.57M | Buy |
25,110
+236
| +0.9% | +$40.5K | 0.05% | 256 |
|
|
2025
Q1 | $3.95M | Sell |
24,874
-5,821
| -19% | -$825K | 0.05% | 268 |
|
|
2024
Q4 | $3.69M | Sell |
30,695
-378
| -1% | -$47.7K | 0.04% | 293 |
|
|
2024
Q3 | $3.77M | Buy |
31,073
+947
| +3% | +$110K | 0.04% | 297 |
|
|
2024
Q2 | $3.05M | Buy |
30,126
+10,524
| +54% | +$1.03M | 0.04% | 323 |
|
|
2024
Q1 | $1.8M | Buy |
19,602
+269
| +1% | +$24.8K | 0.03% | 364 |
|
|
2023
Q4 | $1.82M | Buy |
19,333
+5,086
| +36% | +$469K | 0.03% | 332 |
|
|
2023
Q3 | $1.32M | Sell |
14,247
-502
| -3% | -$48.3K | 0.03% | 362 |
|
|
2023
Q2 | $1.44M | Sell |
14,749
-50
| -0.3% | -$4.78K | 0.03% | 342 |
|
|
2023
Q1 | $1.44M | Buy |
14,799
+564
| +4% | +$56.2K | 0.03% | 332 |
|
|
2022
Q4 | $1.44M | Buy |
14,235
+1,433
| +11% | +$135K | 0.04% | 297 |
|
|
2022
Q3 | $1.06M | Buy |
12,802
+3,923
| +44% | +$374K | 0.04% | 277 |
|
|
2022
Q2 | $876K | Sell |
8,879
-1,112
| -11% | -$113K | 0.04% | 284 |
|
|
2022
Q1 | $938K | Buy |
9,991
+1,603
| +19% | +$160K | 0.04% | 294 |
|
|
2021
Q4 | $797K | Sell |
8,388
-1,810
| -18% | -$169K | 0.03% | 326 |
|
|
2021
Q3 | $967K | Sell |
10,198
-501
| -5% | -$50.4K | 0.04% | 274 |
|
|
2021
Q2 | $1.06M | Buy |
10,699
+1,502
| +16% | +$144K | 0.04% | 244 |
|
|
2021
Q1 | $816K | Buy |
9,197
+323
| +4% | +$27.4K | 0.04% | 284 |
|
|
2020
Q4 | $733K | Sell |
8,874
-569
| -6% | -$44.3K | 0.04% | 282 |
|
|
2020
Q3 | $705K | Sell |
9,443
-2,094
| -18% | -$162K | 0.05% | 244 |
|
|
2020
Q2 | $843K | Sell |
11,537
-301
| -3% | -$21.9K | 0.06% | 230 |
|
|
2020
Q1 | $841K | Buy |
11,838
+561
| +5% | +$46.2K | 0.07% | 214 |
|
|
2019
Q4 | $960K | Sell |
11,277
-3,461
| -23% | -$285K | 0.08% | 200 |
|
|
2019
Q3 | $1.12M | Buy |
14,738
+6,972
| +90% | +$552K | 0.1% | 165 |
|
|
2019
Q2 | $610K | Sell |
7,766
-2,478
| -24% | -$205K | 0.05% | 221 |
|
|
2019
Q1 | $886K | Sell |
10,244
-2,287
| -18% | -$184K | 0.13% | 115 |
|
|
2018
Q4 | $837K | Buy |
12,531
+2,634
| +27% | +$220K | 0.14% | 114 |
|
|
2018
Q3 | $807K | Sell |
9,897
-67
| -0.7% | -$5.5K | 0.19% | 73 |
|
|
2018
Q2 | $153K | Sell |
9,964
-2,266
| -19% | -$192K | 0.03% | 261 |
|
|
2018
Q1 | $1.22M | Sell |
12,230
-421
| -3% | -$43.8K | 0.27% | 62 |
|
|
2017
Q4 | $1.34M | Buy |
12,651
+11,140
| +737% | +$1.19M | 0.15% | 59 |
|
|
2017
Q3 | $168K | Sell |
1,511
-4,005
| -73% | -$466K | 0.06% | 159 |
|
|
2017
Q2 | $648K | Buy |
+5,516
| New | +$639K | 0.19% | 87 |
|
Other funds holding PM
OneDigital Investment Advisors's PM Position: Q2 2026 in Review
OneDigital Investment Advisors increased its Philip Morris (PM) stake by 18% in Q2 2026, buying an estimated $972K and bringing the position to 36,929 shares worth $6.68M. The position accounts for 0.06% of the portfolio, ranked #268.
OneDigital Investment Advisors first reported a position in PM in Q2 2017 and has held it in 37 quarters since. 1,927 funds tracked by Wall St. Rank hold PM as of Q2 2026.
- OneDigital Investment Advisors held 36,929 shares of Philip Morris worth $6.68M as of Q2 2026.
- OneDigital Investment Advisors bought 5,603 Philip Morris shares in Q2 2026, an estimated $972K.
- Philip Morris made up 0.06% of OneDigital Investment Advisors's portfolio in Q2 2026, its #268 holding.
- OneDigital Investment Advisors first reported a position in Philip Morris in Q2 2017 and has held it in 37 quarters since.
- 1,927 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.
Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.