Patriot Financial Group Insurance Agency’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 | $8.29M | Sell |
45,816
-37,288
| -45% | -$6.47M | 0.85% | 22 |
|
|
2026
Q1 | $13.7M | Buy |
83,104
+42,893
| +107% | +$7.45M | 0.77% | 18 |
|
|
2025
Q4 | $6.45M | Buy |
40,211
+3,601
| +10% | +$558K | 0.77% | 27 |
|
|
2025
Q3 | $5.94M | Buy |
36,610
+5,670
| +18% | +$954K | 0.76% | 29 |
|
|
2025
Q2 | $5.64M | Buy |
30,940
+1,683
| +6% | +$289K | 0.65% | 30 |
|
|
2025
Q1 | $4.64M | Buy |
29,257
+491
| +2% | +$69.5K | 0.62% | 32 |
|
|
2024
Q4 | $3.46M | Buy |
28,766
+1,981
| +7% | +$250K | 0.46% | 51 |
|
|
2024
Q3 | $3.25M | Buy |
26,785
+2,239
| +9% | +$260K | 0.44% | 50 |
|
|
2024
Q2 | $2.49M | Buy |
24,546
+2,131
| +10% | +$208K | 0.37% | 58 |
|
|
2024
Q1 | $2.05M | Buy |
22,415
+3,210
| +17% | +$296K | 0.33% | 66 |
|
|
2023
Q4 | $1.81M | Buy |
19,205
+2,055
| +12% | +$189K | 0.34% | 62 |
|
|
2023
Q3 | $1.59M | Buy |
17,150
+1,819
| +12% | +$175K | 0.33% | 67 |
|
|
2023
Q2 | $1.5M | Buy |
15,331
+2,046
| +15% | +$195K | 0.28% | 79 |
|
|
2023
Q1 | $1.29M | Buy |
13,285
+2,838
| +27% | +$283K | 0.26% | 89 |
|
|
2022
Q4 | $1.06M | Buy |
10,447
+936
| +10% | +$88.3K | 0.14% | 100 |
|
|
2022
Q3 | $790K | Buy |
9,511
+462
| +5% | +$44.1K | 0.19% | 132 |
|
|
2022
Q2 | $894K | Buy |
9,049
+291
| +3% | +$29.7K | 0.18% | 123 |
|
|
2022
Q1 | $824K | Buy |
8,758
+596
| +7% | +$59.6K | 0.15% | 157 |
|
|
2021
Q4 | $775K | Buy |
8,162
+864
| +12% | +$80.8K | 0.13% | 170 |
|
|
2021
Q3 | $692K | Buy |
7,298
+457
| +7% | +$46K | 0.12% | 181 |
|
|
2021
Q2 | $678K | Buy |
6,841
+1,692
| +33% | +$162K | 0.12% | 180 |
|
|
2021
Q1 | $457K | Buy |
5,149
+1,315
| +34% | +$112K | 0.1% | 206 |
|
|
2020
Q4 | $317K | Sell |
3,834
-419
| -10% | -$32.6K | 0.08% | 254 |
|
|
2020
Q3 | $319K | Buy |
4,253
+304
| +8% | +$23.5K | 0.1% | 194 |
|
|
2020
Q2 | $277K | Buy |
3,949
+101
| +3% | +$7.36K | 0.11% | 187 |
|
|
2020
Q1 | $281K | Sell |
3,848
-78
| -2% | -$6.42K | 0.13% | 172 |
|
|
2019
Q4 | $334K | Buy |
3,926
+112
| +3% | +$9.23K | 0.13% | 148 |
|
|
2019
Q3 | $290K | Buy |
3,814
+1,330
| +54% | +$105K | 0.13% | 149 |
|
|
2019
Q2 | $198K | Buy |
2,484
+687
| +38% | +$56.8K | 0.09% | 195 |
|
|
2019
Q1 | $159K | Buy |
1,797
+973
| +118% | +$78.4K | 0.08% | 194 |
|
|
2018
Q4 | $55K | Buy |
824
+115
| +16% | +$9.61K | 0.04% | 306 |
|
|
2018
Q3 | $58K | Sell |
709
-31
| -4% | -$2.54K | 0.03% | 282 |
|
|
2018
Q2 | $60K | Sell |
740
-1,130
| -60% | -$95.9K | 0.06% | 166 |
|
|
2018
Q1 | $182K | Sell |
1,870
-20
| -1% | -$2.08K | 0.13% | 146 |
|
|
2017
Q4 | $196K | Sell |
1,890
-94
| -5% | -$10K | 0.15% | 126 |
|
|
2017
Q3 | $225K | Sell |
1,984
-33
| -2% | -$3.84K | 0.2% | 98 |
|
|
2017
Q2 | $238K | Sell |
2,017
-126
| -6% | -$14.6K | 0.25% | 78 |
|
|
2017
Q1 | $243K | Sell |
2,143
-340
| -14% | -$35.1K | 0.26% | 69 |
|
|
2016
Q4 | $235K | Buy |
+2,483
| New | +$230K | 0.32% | 57 |
|
Other funds holding PM
Patriot Financial Group Insurance Agency's PM Position: Q2 2026 in Review
Patriot Financial Group Insurance Agency reduced its Philip Morris (PM) stake by 45% in Q2 2026, selling an estimated $6.47M and leaving 45,816 shares worth $8.29M. The position accounts for 0.85% of the portfolio, ranked #22.
Patriot Financial Group Insurance Agency first reported a position in PM in Q4 2016 and has held it in 39 quarters since. The position peaked at $13.7M in Q1 2026. 1,612 funds tracked by Wall St. Rank hold PM as of Q2 2026.
- Patriot Financial Group Insurance Agency held 45,816 shares of Philip Morris worth $8.29M as of Q2 2026.
- Patriot Financial Group Insurance Agency sold 37,288 Philip Morris shares in Q2 2026, an estimated $6.47M.
- Philip Morris made up 0.85% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #22 holding.
- Patriot Financial Group Insurance Agency first reported a position in Philip Morris in Q4 2016 and has held it in 39 quarters since.
- Patriot Financial Group Insurance Agency's Philip Morris position peaked at $13.7M in Q1 2026.
- 1,612 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.
Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.