Pacific Center for Financial Services’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 | $289K | Hold |
1,595
| – | – | 0.06% | 79 |
|
|
2026
Q1 | $264K | Buy |
1,595
+750
| +89% | +$130K | 0.07% | 79 |
|
|
2025
Q4 | $137K | Hold |
845
| – | – | 0.04% | 117 |
|
|
2025
Q3 | $137K | Hold |
845
| – | – | 0.04% | 117 |
|
|
2025
Q2 | $154K | Hold |
845
| – | – | 0.04% | 111 |
|
|
2025
Q1 | $134K | Hold |
845
| – | – | 0.04% | 115 |
|
|
2024
Q4 | $102K | Hold |
845
| – | – | 0.03% | 134 |
|
|
2024
Q3 | $103K | Hold |
845
| – | – | 0.03% | 133 |
|
|
2024
Q2 | $85.6K | Hold |
845
| – | – | 0.02% | 141 |
|
|
2024
Q1 | $77.4K | Hold |
845
| – | – | 0.02% | 154 |
|
|
2023
Q4 | $79.5K | Hold |
845
| – | – | 0.03% | 140 |
|
|
2023
Q3 | $78.2K | Hold |
845
| – | – | 0.03% | 139 |
|
|
2023
Q2 | $82.5K | Hold |
845
| – | – | 0.03% | 132 |
|
|
2023
Q1 | $82.2K | Buy |
+845
| New | +$84.2K | 0.03% | 133 |
|
|
2022
Q3 | $78K | Hold |
943
| – | – | 0.03% | 128 |
|
|
2022
Q2 | $93K | Sell |
943
-233
| -20% | -$23.8K | 0.04% | 116 |
|
|
2022
Q1 | $110K | Sell |
1,176
-375
| -24% | -$37.5K | 0.04% | 110 |
|
|
2021
Q4 | $147K | Hold |
1,551
| – | – | 0.06% | 98 |
|
|
2021
Q3 | $147K | Hold |
1,551
| – | – | 0.06% | 83 |
|
|
2021
Q2 | $154K | Hold |
1,551
| – | – | 0.07% | 78 |
|
|
2021
Q1 | $138K | Sell |
1,551
-255
| -14% | -$21.7K | 0.07% | 85 |
|
|
2020
Q4 | $149K | Buy |
1,806
+255
| +16% | +$19.9K | 0.06% | 73 |
|
|
2020
Q3 | $116K | Sell |
1,551
-383
| -20% | -$29.5K | 0.05% | 74 |
|
|
2020
Q2 | $135K | Hold |
1,934
| – | – | 0.07% | 67 |
|
|
2020
Q1 | $141K | Hold |
1,934
| – | – | 0.09% | 62 |
|
|
2019
Q4 | $165K | Sell |
1,934
-71
| -4% | -$5.85K | 0.07% | 63 |
|
|
2019
Q3 | $152K | Hold |
2,005
| – | – | 0.07% | 66 |
|
|
2019
Q2 | $157K | Hold |
2,005
| – | – | 0.08% | 65 |
|
|
2019
Q1 | $177K | Sell |
2,005
-408
| -17% | -$32.9K | 0.1% | 56 |
|
|
2018
Q4 | $161K | Sell |
2,413
-12
| -0.5% | -$1K | 0.09% | 55 |
|
|
2018
Q3 | $198K | Buy |
2,425
+420
| +21% | +$34.5K | 0.1% | 55 |
|
|
2018
Q2 | $162K | Hold |
2,005
| – | – | 0.1% | 62 |
|
|
2018
Q1 | $199K | Hold |
2,005
| – | – | 0.12% | 50 |
|
|
2017
Q4 | $212K | Sell |
2,005
-612
| -23% | -$65.2K | 0.13% | 47 |
|
|
2017
Q3 | $291K | Hold |
2,617
| – | – | 0.19% | 35 |
|
|
2017
Q2 | $307K | Sell |
2,617
-114
| -4% | -$13.2K | 0.21% | 33 |
|
|
2017
Q1 | $308K | Hold |
2,731
| – | – | 0.22% | 34 |
|
|
2016
Q4 | $250K | Buy |
+2,731
| New | +$253K | 0.19% | 42 |
|
Other funds holding PM
Pacific Center for Financial Services's PM Position: Q2 2026 in Review
Pacific Center for Financial Services held its Philip Morris (PM) position steady in Q2 2026 at 1,595 shares worth $289K. The position accounts for 0.06% of the portfolio, ranked #79.
Pacific Center for Financial Services first reported a position in PM in Q4 2016 and has held it in 38 quarters since. The position peaked at $308K in Q1 2017. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.
- Pacific Center for Financial Services held 1,595 shares of Philip Morris worth $289K as of Q2 2026.
- Pacific Center for Financial Services left its Philip Morris share count unchanged in Q2 2026.
- Philip Morris made up 0.06% of Pacific Center for Financial Services's portfolio in Q2 2026, its #79 holding.
- Pacific Center for Financial Services first reported a position in Philip Morris in Q4 2016 and has held it in 38 quarters since.
- Pacific Center for Financial Services's Philip Morris position peaked at $308K in Q1 2017.
- 2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.
Based on Pacific Center for Financial Services's 13F filing for Q2 2026, filed 5 Aug 2026.