Pin Oak 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
Q1 | $196K | Sell |
1,172
-3
| -0.3% | -$521 | 0.14% | 107 |
|
|
2025
Q4 | $215K | Hold |
1,175
| – | – | 0.15% | 105 |
|
|
2025
Q3 | $191K | Hold |
1,175
| – | – | 0.14% | 109 |
|
|
2025
Q2 | $186K | Hold |
1,175
| – | – | 0.16% | 97 |
|
|
2025
Q1 | $182K | Hold |
1,175
| – | – | 0.14% | 105 |
|
|
2024
Q4 | $143K | Hold |
1,175
| – | – | 0.13% | 114 |
|
|
2024
Q3 | $142K | Sell |
1,175
-500
| -30% | -$58.1K | 0.13% | 115 |
|
|
2024
Q2 | $170K | Hold |
1,675
| – | – | 0.16% | 93 |
|
|
2024
Q1 | $153K | Hold |
1,675
| – | – | 0.15% | 105 |
|
|
2023
Q4 | $160K | Hold |
1,675
| – | – | 0.16% | 99 |
|
|
2023
Q3 | $157K | Buy |
1,675
+74
| +5% | +$7.12K | 0.18% | 93 |
|
|
2023
Q2 | $158K | Sell |
1,601
-74
| -4% | -$7.07K | 0.18% | 91 |
|
|
2023
Q1 | $163K | Hold |
1,675
| – | – | 0.2% | 84 |
|
|
2022
Q4 | $170K | Buy |
1,675
+104
| +7% | +$9.81K | 0.21% | 77 |
|
|
2022
Q3 | $130K | Hold |
1,571
| – | – | 0.16% | 90 |
|
|
2022
Q2 | $155K | Hold |
1,571
| – | – | 0.19% | 88 |
|
|
2022
Q1 | $148K | Hold |
1,571
| – | – | 0.16% | 95 |
|
|
2021
Q4 | $149K | Hold |
1,571
| – | – | 0.15% | 96 |
|
|
2021
Q3 | $149K | Hold |
1,571
| – | – | 0.16% | 90 |
|
|
2021
Q2 | $156K | Buy |
1,571
+100
| +7% | +$9.6K | 0.16% | 90 |
|
|
2021
Q1 | $131K | Hold |
1,471
| – | – | 0.11% | 116 |
|
|
2020
Q4 | $122K | Hold |
1,471
| – | – | 0.1% | 125 |
|
|
2020
Q3 | $110K | Hold |
1,471
| – | – | 0.11% | 122 |
|
|
2020
Q2 | $103K | Sell |
1,471
-55
| -4% | -$4.01K | 0.1% | 126 |
|
|
2020
Q1 | $111K | Hold |
1,526
| – | – | 0.12% | 126 |
|
|
2019
Q4 | $130K | Hold |
1,526
| – | – | 0.1% | 126 |
|
|
2019
Q3 | $116K | Sell |
1,526
-349
| -19% | -$27.7K | 0.1% | 140 |
|
|
2019
Q2 | $147K | Buy |
1,875
+206
| +12% | +$17K | 0.11% | 130 |
|
|
2019
Q1 | $148K | Sell |
1,669
-100
| -6% | -$8.05K | 0.12% | 129 |
|
|
2018
Q4 | $118K | Sell |
1,769
-351
| -17% | -$29.3K | 0.1% | 138 |
|
|
2018
Q3 | $173K | Sell |
2,120
-353
| -14% | -$29K | 0.13% | 122 |
|
|
2018
Q2 | $200K | Buy |
2,473
+87
| +4% | +$7.38K | 0.15% | 113 |
|
|
2018
Q1 | $237K | Sell |
2,386
-401
| -14% | -$41.8K | 0.19% | 91 |
|
|
2017
Q4 | $294K | Buy |
+2,787
| New | +$297K | 0.23% | 85 |
|
Other funds holding PM
VCM
Pin Oak Investment Advisors's PM Position: Q1 2026 in Review
Pin Oak Investment Advisors reduced its Philip Morris (PM) stake by 0.26% in Q1 2026, selling an estimated $521 and leaving 1,172 shares worth $196K. The position accounts for 0.14% of the portfolio, ranked #107.
Pin Oak Investment Advisors first reported a position in PM in Q4 2017 and has held it in 34 quarters since. The position peaked at $294K in Q4 2017. 2,854 funds tracked by Wall St. Rank hold PM as of Q1 2026.
- Pin Oak Investment Advisors held 1,172 shares of Philip Morris worth $196K as of Q1 2026.
- Pin Oak Investment Advisors sold 3 Philip Morris shares in Q1 2026, an estimated $521.
- Philip Morris made up 0.14% of Pin Oak Investment Advisors's portfolio in Q1 2026, its #107 holding.
- Pin Oak Investment Advisors first reported a position in Philip Morris in Q4 2017 and has held it in 34 quarters since.
- Pin Oak Investment Advisors's Philip Morris position peaked at $294K in Q4 2017.
- 2,854 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.
Based on Pin Oak Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.