Pettyjohn Wood & White’s Philip Morris PM Stock Holding History

Pettyjohn Wood & White’s Portfolio PM Stock Details PM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.8M	Hold	9,936	–	–	0.26%	74
2026 Q1	$1.64M	Hold	9,936	–	–	0.26%	73
2025 Q4	$1.59M	Buy	9,936 +522	+6%	+$80.9K	0.25%	75
2025 Q3	$1.53M	Sell	9,414 -10	-0.1%	-$1.68K	0.25%	78
2025 Q2	$1.72M	Buy	9,424 +42	+0.4%	+$7.21K	0.31%	70
2025 Q1	$1.49M	Sell	9,382 -10,363	-52%	-$1.47M	0.29%	76
2024 Q4	$2.38M	Buy	19,745 +6,200	+46%	+$782K	0.44%	56
2024 Q3	$1.64M	Sell	13,545 -175	-1%	-$20.3K	0.3%	71
2024 Q2	$1.39M	Sell	13,720 -712	-5%	-$69.6K	0.27%	73
2024 Q1	$1.32M	Sell	14,432 -250	-2%	-$23.1K	0.26%	75
2023 Q4	$1.38M	Hold	14,682	–	–	0.3%	72
2023 Q3	$1.36M	Sell	14,682 -98	-0.7%	-$9.43K	0.32%	67
2023 Q2	$1.44M	Hold	14,780	–	–	0.33%	64
2023 Q1	$1.44M	Hold	14,780	–	–	0.35%	66
2022 Q4	$1.5M	Hold	14,780	–	–	0.37%	62
2022 Q3	$1.23M	Hold	14,780	–	–	0.33%	68
2022 Q2	$1.46M	Buy	14,780 +1,375	+10%	+$140K	0.35%	66
2022 Q1	$1.26M	Sell	13,405 -51	-0.4%	-$5.1K	0.27%	73
2021 Q4	$1.28M	Sell	13,456 -85	-0.6%	-$7.95K	0.26%	72
2021 Q3	$1.28M	Sell	13,541 -122	-0.9%	-$12.3K	0.29%	71
2021 Q2	$1.35M	Sell	13,663 -267	-2%	-$25.6K	0.3%	71
2021 Q1	$1.24M	Hold	13,930	–	–	0.29%	70
2020 Q4	$1.15M	Hold	13,930	–	–	0.29%	70
2020 Q3	$1.04M	Sell	13,930 -670	-5%	-$51.7K	0.31%	68
2020 Q2	$1.02M	Hold	14,600	–	–	0.33%	63
2020 Q1	$1.06M	Buy	14,600 +230	+2%	+$18.9K	0.4%	59
2019 Q4	$1.22M	Sell	14,370 -638	-4%	-$52.6K	0.35%	64
2019 Q3	$1.14M	Buy	15,008 +150	+1%	+$11.9K	0.35%	65
2019 Q2	$1.17M	Buy	14,858 +700	+5%	+$57.8K	0.36%	65
2019 Q1	$1.25M	Buy	14,158 +1,258	+10%	+$101K	0.41%	60
2018 Q4	$861K	Sell	12,900 -1,457	-10%	-$122K	0.32%	67
2018 Q3	$1.17M	Hold	14,357	–	–	0.38%	69
2018 Q2	$1.16M	Sell	14,357 -77	-0.5%	-$6.54K	0.4%	68
2018 Q1	$1.44M	Buy	14,434 +1,039	+8%	+$108K	0.52%	60
2017 Q4	$1.42M	Sell	13,395 -1,185	-8%	-$126K	0.51%	60
2017 Q3	$1.62M	Sell	14,580 -353	-2%	-$41.1K	0.6%	55
2017 Q2	$1.75M	Hold	14,933	–	–	0.65%	52
2017 Q1	$1.69M	Hold	14,933	–	–	0.63%	54
2016 Q4	$1.37M	Sell	14,933 -250	-2%	-$23.2K	0.53%	58
2016 Q3	$1.48M	Hold	15,183	–	–	0.7%	48
2016 Q2	$1.54M	Sell	15,183 -215	-1%	-$21.4K	0.61%	53
2016 Q1	$1.51M	Buy	15,398 +1,536	+11%	+$141K	0.62%	55
2015 Q4	$1.22M	Buy	13,862 +2,876	+26%	+$250K	0.52%	58
2015 Q3	$872K	Sell	10,986 -390	-3%	-$32.1K	0.4%	69
2015 Q2	$912K	Buy	11,376 +50	+0.4%	+$4.11K	0.38%	72
2015 Q1	$853K	Sell	11,326 -550	-5%	-$44.6K	0.35%	74
2014 Q4	$967K	Buy	11,876 +217	+2%	+$18.6K	0.4%	72
2014 Q3	$972K	Sell	11,659 -75	-0.6%	-$6.34K	0.42%	68
2014 Q2	$989K	Buy	11,734 +125	+1%	+$10.8K	0.43%	71
2014 Q1	$950K	Buy	11,609 +2,856	+33%	+$231K	0.43%	72
2013 Q4	$763K	Sell	8,753 -75	-0.8%	-$6.55K	0.45%	70
2013 Q3	$764K	Hold	8,828	–	–	0.47%	70
2013 Q2	$765K	Buy	+8,828	New	+$820K	0.48%	64

Other funds holding PM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Pettyjohn Wood & White's PM Position: Q2 2026 in Review

Pettyjohn Wood & White held its Philip Morris (PM) position steady in Q2 2026 at 9,936 shares worth $1.8M. The position accounts for 0.26% of the portfolio, ranked #74.

Pettyjohn Wood & White first reported a position in PM in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.38M in Q4 2024. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Pettyjohn Wood & White held 9,936 shares of Philip Morris worth $1.8M as of Q2 2026.
Pettyjohn Wood & White left its Philip Morris share count unchanged in Q2 2026.
Philip Morris made up 0.26% of Pettyjohn Wood & White's portfolio in Q2 2026, its #74 holding.
Pettyjohn Wood & White first reported a position in Philip Morris in Q2 2013 and has held it in 53 quarters since.
Pettyjohn Wood & White's Philip Morris position peaked at $2.38M in Q4 2024.
2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Pettyjohn Wood & White's 13F filing for Q2 2026, filed 12 Aug 2026.