Pinion 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 | $1M | Sell |
6,070
-900
| -13% | -$156K | 0.23% | 69 |
|
|
2025
Q4 | $1.12M | Sell |
6,970
-510
| -7% | -$79K | 0.27% | 56 |
|
|
2025
Q3 | $1.18M | Buy |
7,480
+536
| +8% | +$90.2K | 0.32% | 53 |
|
|
2025
Q2 | $1.26M | Sell |
6,944
-139
| -2% | -$23.9K | 0.44% | 40 |
|
|
2025
Q1 | $1.12M | Buy |
7,083
+53
| +0.8% | +$7.51K | 0.25% | 62 |
|
|
2024
Q4 | $846K | Sell |
7,030
-199
| -3% | -$25.1K | 0.34% | 55 |
|
|
2024
Q3 | $878K | Buy |
7,229
+514
| +8% | +$59.7K | 0.37% | 54 |
|
|
2024
Q2 | $680K | Sell |
6,715
-469
| -7% | -$45.9K | 0.34% | 56 |
|
|
2024
Q1 | $658K | Buy |
7,184
+188
| +3% | +$17.3K | 0.34% | 56 |
|
|
2023
Q4 | $658K | Buy |
6,996
+15
| +0.2% | +$1.38K | 0.4% | 49 |
|
|
2023
Q3 | $646K | Buy |
6,981
+360
| +5% | +$34.6K | 0.42% | 53 |
|
|
2023
Q2 | $646K | Buy |
6,621
+932
| +16% | +$89K | 0.44% | 47 |
|
|
2023
Q1 | $553K | Sell |
5,689
-136
| -2% | -$13.6K | 0.52% | 55 |
|
|
2022
Q4 | $590K | Sell |
5,825
-843
| -13% | -$79.6K | 0.56% | 51 |
|
|
2022
Q3 | $554K | Buy |
6,668
+281
| +4% | +$26.8K | 0.48% | 58 |
|
|
2022
Q2 | $631K | Buy |
6,387
+2,002
| +46% | +$204K | 0.53% | 56 |
|
|
2022
Q1 | $412K | Sell |
4,385
-42
| -0.9% | -$4.2K | 0.29% | 113 |
|
|
2021
Q4 | $421K | Sell |
4,427
-75
| -2% | -$7.01K | 0.28% | 104 |
|
|
2021
Q3 | $427K | Sell |
4,502
-293
| -6% | -$29.5K | 0.34% | 94 |
|
|
2021
Q2 | $475K | Sell |
4,795
-154
| -3% | -$14.8K | 0.38% | 93 |
|
|
2021
Q1 | $439K | Buy |
4,949
+233
| +5% | +$19.8K | 0.41% | 92 |
|
|
2020
Q4 | $390K | Buy |
4,716
+748
| +19% | +$58.2K | 0.41% | 81 |
|
|
2020
Q3 | $278K | Hold |
3,968
| – | – | 0.42% | 92 |
|
|
2020
Q2 | $278K | Sell |
3,968
-940
| -19% | -$68.5K | 0.42% | 92 |
|
|
2020
Q1 | $358K | Buy |
4,908
+913
| +23% | +$75.1K | 0.77% | 64 |
|
|
2019
Q4 | $340K | Buy |
3,995
+18
| +0.5% | +$1.48K | 0.63% | 79 |
|
|
2019
Q3 | $302K | Buy |
3,977
+374
| +10% | +$29.6K | 0.62% | 88 |
|
|
2019
Q2 | $283K | Sell |
3,603
-126
| -3% | -$10.4K | 0.61% | 88 |
|
|
2019
Q1 | $330K | Buy |
3,729
+424
| +13% | +$34.1K | 0.58% | 88 |
|
|
2018
Q4 | $221K | Sell |
3,305
-530
| -14% | -$44.3K | 0.46% | 101 |
|
|
2018
Q3 | $313K | Sell |
3,835
-20
| -0.5% | -$1.64K | 0.6% | 87 |
|
|
2018
Q2 | $311K | Sell |
3,855
-2,110
| -35% | -$179K | 0.6% | 84 |
|
|
2018
Q1 | $593K | Buy |
+5,965
| New | +$621K | 1.27% | 18 |
|
Other funds holding PM
VCM
Pinion Investment Advisors's PM Position: Q1 2026 in Review
Pinion Investment Advisors reduced its Philip Morris (PM) stake by 13% in Q1 2026, selling an estimated $156K and leaving 6,070 shares worth $1M. The position accounts for 0.23% of the portfolio, ranked #69.
Pinion Investment Advisors first reported a position in PM in Q1 2018 and has held it in 33 quarters since. The position peaked at $1.26M in Q2 2025. 2,854 funds tracked by Wall St. Rank hold PM as of Q1 2026.
- Pinion Investment Advisors held 6,070 shares of Philip Morris worth $1M as of Q1 2026.
- Pinion Investment Advisors sold 900 Philip Morris shares in Q1 2026, an estimated $156K.
- Philip Morris made up 0.23% of Pinion Investment Advisors's portfolio in Q1 2026, its #69 holding.
- Pinion Investment Advisors first reported a position in Philip Morris in Q1 2018 and has held it in 33 quarters since.
- Pinion Investment Advisors's Philip Morris position peaked at $1.26M in Q2 2025.
- 2,854 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.
Based on Pinion Investment Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.