PKS Advisory 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
Q1
$480K Buy
2,904
+15
+0.5% +$2.61K 0.11% 164
2025
Q4
$463K Sell
2,889
-414
-13% -$64.1K 0.11% 161
2025
Q3
$536K Buy
3,303
+441
+15% +$74.2K 0.11% 149
2025
Q2
$521K Sell
2,862
-478
-14% -$82.1K 0.13% 151
2025
Q1
$537K Buy
3,340
+491
+17% +$69.5K 0.15% 128
2024
Q4
$343K Buy
+2,849
New +$359K 0.09% 174

Other funds holding PM

PKS Advisory Services's PM Position: Q1 2026 in Review

PKS Advisory Services increased its Philip Morris (PM) stake by 0.52% in Q1 2026, buying an estimated $2.61K and bringing the position to 2,904 shares worth $480K. The position accounts for 0.11% of the portfolio, ranked #164.

PKS Advisory Services first reported a position in PM in Q4 2024 and has held it in 6 quarters since. The position peaked at $537K in Q1 2025. 2,852 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • PKS Advisory Services held 2,904 shares of Philip Morris worth $480K as of Q1 2026.
  • PKS Advisory Services bought 15 Philip Morris shares in Q1 2026, an estimated $2.61K.
  • Philip Morris made up 0.11% of PKS Advisory Services's portfolio in Q1 2026, its #164 holding.
  • PKS Advisory Services first reported a position in Philip Morris in Q4 2024 and has held it in 6 quarters since.
  • PKS Advisory Services's Philip Morris position peaked at $537K in Q1 2025.
  • 2,852 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on PKS Advisory Services's 13F filing for Q1 2026, filed 13 May 2026.