Plante Moran Financial 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
Q2 | $24.2K | Sell |
134
-206
| -61% | -$35.7K | ﹤0.01% | 447 |
|
|
2026
Q1 | $56.2K | Sell |
340
-3,553
| -91% | -$617K | ﹤0.01% | 296 |
|
|
2025
Q4 | $624K | Buy |
3,893
+50
| +1% | +$7.75K | 0.04% | 78 |
|
|
2025
Q3 | $623K | Hold |
3,843
| – | – | 0.04% | 68 |
|
|
2025
Q2 | $700K | Sell |
3,843
-1,865
| -33% | -$320K | 0.05% | 65 |
|
|
2025
Q1 | $906K | Sell |
5,708
-5
| -0.1% | -$708 | 0.08% | 44 |
|
|
2024
Q4 | $688K | Sell |
5,713
-98
| -2% | -$12.4K | 0.06% | 69 |
|
|
2024
Q3 | $706K | Buy |
5,811
+103
| +2% | +$12K | 0.06% | 63 |
|
|
2024
Q2 | $578K | Hold |
5,708
| – | – | 0.06% | 74 |
|
|
2024
Q1 | $523K | Sell |
5,708
-228
| -4% | -$21K | 0.06% | 78 |
|
|
2023
Q4 | $558K | Buy |
5,936
+3
| +0.1% | +$276 | 0.06% | 79 |
|
|
2023
Q3 | $549K | Sell |
5,933
-557
| -9% | -$53.6K | 0.07% | 68 |
|
|
2023
Q2 | $634K | Buy |
6,490
+3
| +0% | +$287 | 0.08% | 65 |
|
|
2023
Q1 | $631K | Buy |
6,487
+3
| +0% | +$299 | 0.09% | 66 |
|
|
2022
Q4 | $656K | Sell |
6,484
-834
| -11% | -$78.7K | 0.1% | 65 |
|
|
2022
Q3 | $608K | Sell |
7,318
-137
| -2% | -$13.1K | 0.1% | 63 |
|
|
2022
Q2 | $736K | Buy |
7,455
+4,368
| +141% | +$445K | 0.12% | 58 |
|
|
2022
Q1 | $290K | Sell |
3,087
-469
| -13% | -$46.9K | 0.05% | 128 |
|
|
2021
Q4 | $338K | Sell |
3,556
-2,590
| -42% | -$242K | 0.06% | 126 |
|
|
2021
Q3 | $583K | Buy |
6,146
+1,936
| +46% | +$195K | 0.13% | 76 |
|
|
2021
Q2 | $417K | Sell |
4,210
-28
| -0.7% | -$2.69K | 0.1% | 95 |
|
|
2021
Q1 | $376K | Sell |
4,238
-567
| -12% | -$48.1K | 0.1% | 99 |
|
|
2020
Q4 | $398K | Buy |
4,805
+306
| +7% | +$23.8K | 0.12% | 100 |
|
|
2020
Q3 | $337K | Sell |
4,499
-247
| -5% | -$19.1K | 0.12% | 97 |
|
|
2020
Q2 | $332K | Sell |
4,746
-7
| -0.1% | -$510 | 0.13% | 89 |
|
|
2020
Q1 | $347K | Sell |
4,753
-675
| -12% | -$55.5K | 0.16% | 83 |
|
|
2019
Q4 | $462K | Buy |
5,428
+1,427
| +36% | +$118K | 0.16% | 88 |
|
|
2019
Q3 | $304K | Sell |
4,001
-337
| -8% | -$26.7K | 0.09% | 121 |
|
|
2019
Q2 | $341K | Buy |
4,338
+873
| +25% | +$72.1K | 0.1% | 111 |
|
|
2019
Q1 | $306K | Buy |
3,465
+700
| +25% | +$56.4K | 0.09% | 113 |
|
|
2018
Q4 | $185K | Sell |
2,765
-1,109
| -29% | -$92.6K | 0.06% | 139 |
|
|
2018
Q3 | $316K | Buy |
3,874
+161
| +4% | +$13.2K | 0.1% | 109 |
|
|
2018
Q2 | $300K | Sell |
3,713
-709
| -16% | -$60.2K | 0.15% | 111 |
|
|
2018
Q1 | $440K | Sell |
4,422
-237
| -5% | -$24.7K | 0.24% | 81 |
|
|
2017
Q4 | $492K | Buy |
4,659
+59
| +1% | +$6.29K | 0.27% | 71 |
|
|
2017
Q3 | $511K | Buy |
4,600
+29
| +0.6% | +$3.38K | 0.3% | 67 |
|
|
2017
Q2 | $537K | Sell |
4,571
-356
| -7% | -$41.2K | 0.34% | 64 |
|
|
2017
Q1 | $556K | Buy |
4,927
+77
| +2% | +$7.94K | 0.34% | 66 |
|
|
2016
Q4 | $444K | Buy |
4,850
+9
| +0.2% | +$834 | 0.28% | 72 |
|
|
2016
Q3 | $471K | Buy |
4,841
+164
| +4% | +$16.4K | 0.32% | 67 |
|
|
2016
Q2 | $476K | Buy |
4,677
+371
| +9% | +$37K | 0.34% | 59 |
|
|
2016
Q1 | $422K | Sell |
4,306
-344
| -7% | -$31.5K | 0.32% | 67 |
|
|
2015
Q4 | $409K | Buy |
4,650
+846
| +22% | +$73.4K | 0.31% | 68 |
|
|
2015
Q3 | $302K | Sell |
3,804
-300
| -7% | -$24.7K | 0.24% | 79 |
|
|
2015
Q2 | $329K | Buy |
4,104
+18
| +0.4% | +$1.48K | 0.24% | 80 |
|
|
2015
Q1 | $308K | Sell |
4,086
-731
| -15% | -$59.3K | 0.21% | 85 |
|
|
2014
Q4 | $392K | Buy |
4,817
+622
| +15% | +$53.4K | 0.29% | 67 |
|
|
2014
Q3 | $350K | Buy |
4,195
+20
| +0.5% | +$1.69K | 0.31% | 64 |
|
|
2014
Q2 | $352K | Buy |
4,175
+1,003
| +32% | +$86.4K | 0.32% | 61 |
|
|
2014
Q1 | $260K | Sell |
3,172
-1,556
| -33% | -$126K | 0.28% | 60 |
|
|
2013
Q4 | $412K | Buy |
4,728
+678
| +17% | +$59.2K | 0.23% | 57 |
|
|
2013
Q3 | $351K | Buy |
4,050
+620
| +18% | +$54.2K | 0.21% | 52 |
|
|
2013
Q2 | $297K | Buy |
+3,430
| New | +$319K | 0.22% | 50 |
|
Other funds holding PM
Plante Moran Financial Advisors's PM Position: Q2 2026 in Review
Plante Moran Financial Advisors reduced its Philip Morris (PM) stake by 61% in Q2 2026, selling an estimated $35.7K and leaving 134 shares worth $24.2K. The position accounts for ﹤0.01% of the portfolio, ranked #447.
Plante Moran Financial Advisors first reported a position in PM in Q2 2013 and has held it in 53 quarters since. The position peaked at $906K in Q1 2025. 1,916 funds tracked by Wall St. Rank hold PM as of Q2 2026.
- Plante Moran Financial Advisors held 134 shares of Philip Morris worth $24.2K as of Q2 2026.
- Plante Moran Financial Advisors sold 206 Philip Morris shares in Q2 2026, an estimated $35.7K.
- Philip Morris made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #447 holding.
- Plante Moran Financial Advisors first reported a position in Philip Morris in Q2 2013 and has held it in 53 quarters since.
- Plante Moran Financial Advisors's Philip Morris position peaked at $906K in Q1 2025.
- 1,916 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.
Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.