Planning Alternatives’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 | $1.94M | Buy |
10,749
+632
| +6% | +$110K | 0.21% | 29 |
|
|
2026
Q1 | $1.67M | Buy |
10,117
+245
| +2% | +$42.6K | 0.22% | 27 |
|
|
2025
Q4 | $1.58M | Sell |
9,872
-725
| -7% | -$112K | 0.2% | 27 |
|
|
2025
Q3 | $1.72M | Buy |
10,597
+161
| +2% | +$27.1K | 0.22% | 25 |
|
|
2025
Q2 | $1.9M | Buy |
10,436
+263
| +3% | +$45.2K | 0.26% | 22 |
|
|
2025
Q1 | $1.61M | Buy |
10,173
+456
| +5% | +$64.6K | 0.25% | 23 |
|
|
2024
Q4 | $1.17M | Hold |
9,717
| – | – | 0.18% | 26 |
|
|
2024
Q3 | $1.18M | Sell |
9,717
-45
| -0.5% | -$5.23K | 0.18% | 26 |
|
|
2024
Q2 | $989K | Buy |
9,762
+45
| +0.5% | +$4.4K | 0.16% | 26 |
|
|
2024
Q1 | $890K | Hold |
9,717
| – | – | 0.15% | 27 |
|
|
2023
Q4 | $914K | Hold |
9,717
| – | – | 0.16% | 27 |
|
|
2023
Q3 | $900K | Hold |
9,717
| – | – | 0.17% | 26 |
|
|
2023
Q2 | $949K | Hold |
9,717
| – | – | 0.17% | 26 |
|
|
2023
Q1 | $945K | Hold |
9,717
| – | – | 0.18% | 24 |
|
|
2022
Q4 | $983K | Sell |
9,717
-265
| -3% | -$25K | 0.18% | 25 |
|
|
2022
Q3 | $829K | Hold |
9,982
| – | – | 0.17% | 24 |
|
|
2022
Q2 | $986K | Hold |
9,982
| – | – | 0.19% | 23 |
|
|
2022
Q1 | $938K | Hold |
9,982
| – | – | 0.15% | 28 |
|
|
2021
Q4 | $948K | Hold |
9,982
| – | – | 0.15% | 28 |
|
|
2021
Q3 | $946K | Hold |
9,982
| – | – | 0.16% | 28 |
|
|
2021
Q2 | $989K | Hold |
9,982
| – | – | 0.16% | 27 |
|
|
2021
Q1 | $886K | Hold |
9,982
| – | – | 0.15% | 29 |
|
|
2020
Q4 | $826K | Sell |
9,982
-3,000
| -23% | -$234K | 0.15% | 30 |
|
|
2020
Q3 | $974K | Sell |
12,982
-550
| -4% | -$42.4K | 0.18% | 29 |
|
|
2020
Q2 | $948K | Hold |
13,532
| – | – | 0.19% | 29 |
|
|
2020
Q1 | $987K | Hold |
13,532
| – | – | 0.23% | 27 |
|
|
2019
Q4 | $1.15M | Hold |
13,532
| – | – | 0.2% | 30 |
|
|
2019
Q3 | $1.03M | Sell |
13,532
-582
| -4% | -$46.1K | 0.19% | 30 |
|
|
2019
Q2 | $1.11M | Sell |
14,114
-2,800
| -17% | -$231K | 0.2% | 30 |
|
|
2019
Q1 | $1.5M | Buy |
+16,914
| New | +$1.36M | 0.27% | 28 |
|
|
2017
Q3 | – | Sell |
-2,116
| Closed | -$249K | – | 54 |
|
|
2017
Q2 | $249K | Hold |
2,116
| – | – | 0.05% | 44 |
|
|
2017
Q1 | $239K | Sell |
2,116
-200
| -9% | -$20.6K | 0.05% | 44 |
|
|
2016
Q4 | $212K | Hold |
2,316
| – | – | 0.04% | 45 |
|
|
2016
Q3 | $225K | Hold |
2,316
| – | – | 0.05% | 42 |
|
|
2016
Q2 | $236K | Hold |
2,316
| – | – | 0.05% | 44 |
|
|
2016
Q1 | $227K | Hold |
2,316
| – | – | 0.05% | 44 |
|
|
2015
Q4 | $204K | Buy |
+2,316
| New | +$201K | 0.05% | 47 |
|
|
2015
Q1 | – | Sell |
-2,682
| Closed | -$218K | – | 46 |
|
|
2014
Q4 | $218K | Hold |
2,682
| – | – | 0.05% | 43 |
|
|
2014
Q3 | $224K | Buy |
+2,682
| New | +$227K | 0.06% | 44 |
|
|
2014
Q1 | – | Sell |
-2,682
| Closed | -$208K | – | 46 |
|
|
2013
Q4 | $208K | Buy |
+2,682
| New | +$234K | 0.06% | 35 |
|
Other funds holding PM
Planning Alternatives's PM Position: Q2 2026 in Review
Planning Alternatives increased its Philip Morris (PM) stake by 6.2% in Q2 2026, buying an estimated $110K and bringing the position to 10,749 shares worth $1.94M. The position accounts for 0.21% of the portfolio, ranked #29.
Planning Alternatives first reported a position in PM in Q4 2013 and has held it in 40 quarters since. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.
- Planning Alternatives held 10,749 shares of Philip Morris worth $1.94M as of Q2 2026.
- Planning Alternatives bought 632 Philip Morris shares in Q2 2026, an estimated $110K.
- Philip Morris made up 0.21% of Planning Alternatives's portfolio in Q2 2026, its #29 holding.
- Planning Alternatives first reported a position in Philip Morris in Q4 2013 and has held it in 40 quarters since.
- 2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.
Based on Planning Alternatives's 13F filing for Q2 2026, filed 12 Aug 2026.