Prime Capital 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
Q2 | $5.83M | Sell |
32,240
-1,719
| -5% | -$298K | 0.06% | 213 |
|
|
2026
Q1 | $5.61M | Buy |
33,959
+9,086
| +37% | +$1.58M | 0.06% | 206 |
|
|
2025
Q4 | $3.99M | Sell |
24,873
-1,611
| -6% | -$250K | 0.05% | 235 |
|
|
2025
Q3 | $4.3M | Buy |
26,484
+8,271
| +45% | +$1.39M | 0.05% | 222 |
|
|
2025
Q2 | $3.32M | Sell |
18,213
-7,576
| -29% | -$1.3M | 0.04% | 257 |
|
|
2025
Q1 | $4.09M | Buy |
25,789
+9,312
| +57% | +$1.32M | 0.05% | 253 |
|
|
2024
Q4 | $1.98M | Buy |
16,477
+23
| +0.1% | +$2.9K | 0.03% | 304 |
|
|
2024
Q3 | $2M | Sell |
16,454
-1,492
| -8% | -$173K | 0.03% | 313 |
|
|
2024
Q2 | $1.82M | Buy |
17,946
+1,919
| +12% | +$188K | 0.03% | 325 |
|
|
2024
Q1 | $1.47M | Sell |
16,027
-711
| -4% | -$65.6K | 0.02% | 398 |
|
|
2023
Q4 | $1.57M | Buy |
16,738
+5,248
| +46% | +$483K | 0.02% | 366 |
|
|
2023
Q3 | $1.06M | Buy |
11,490
+694
| +6% | +$66.8K | 0.02% | 335 |
|
|
2023
Q2 | $1.05M | Buy |
10,796
+2,907
| +37% | +$278K | 0.02% | 348 |
|
|
2023
Q1 | $767K | Buy |
7,889
+727
| +10% | +$72.5K | 0.03% | 284 |
|
|
2022
Q4 | $725K | Buy |
7,162
+2,351
| +49% | +$222K | 0.03% | 273 |
|
|
2022
Q3 | $399K | Buy |
4,811
+801
| +20% | +$76.4K | 0.02% | 265 |
|
|
2022
Q2 | $396K | Buy |
4,010
+480
| +14% | +$48.9K | 0.02% | 256 |
|
|
2022
Q1 | $335K | Hold |
3,530
| – | – | 0.02% | 284 |
|
|
2021
Q4 | $335K | Buy |
3,530
+1,023
| +41% | +$95.6K | 0.02% | 284 |
|
|
2021
Q3 | $238K | Sell |
2,507
-2,363
| -49% | -$238K | 0.01% | 274 |
|
|
2021
Q2 | $483K | Buy |
4,870
+2,215
| +83% | +$213K | 0.03% | 249 |
|
|
2021
Q1 | $236K | Sell |
2,655
-242
| -8% | -$20.6K | 0.02% | 237 |
|
|
2020
Q4 | $240K | Sell |
2,897
-9
| -0.3% | -$701 | 0.02% | 223 |
|
|
2020
Q3 | $218K | Buy |
2,906
+1,520
| +110% | +$117K | 0.02% | 237 |
|
|
2020
Q2 | $97K | Buy |
1,386
+112
| +9% | +$8.17K | 0.01% | 277 |
|
|
2020
Q1 | $93K | Buy |
1,274
+101
| +9% | +$8.31K | 0.01% | 245 |
|
|
2019
Q4 | $100K | Sell |
1,173
-32
| -3% | -$2.64K | 0.01% | 248 |
|
|
2019
Q3 | $92K | Buy |
1,205
+281
| +30% | +$22.3K | 0.01% | 255 |
|
|
2019
Q2 | $73K | Sell |
924
-1
| -0.1% | -$83 | 0.01% | 220 |
|
|
2019
Q1 | $82K | Sell |
925
-1,083
| -54% | -$87.2K | 0.02% | 167 |
|
|
2018
Q4 | $134K | Buy |
+2,008
| New | +$168K | 0.05% | 126 |
|
|
2018
Q3 | – | Sell |
-166
| Closed | -$13K | – | 330 |
|
|
2018
Q2 | $13K | Hold |
166
| – | – | 0.01% | 259 |
|
|
2018
Q1 | $17K | Buy |
+166
| New | +$17.3K | 0.01% | 195 |
|
Other funds holding PM
N
Prime Capital Investment Advisors's PM Position: Q2 2026 in Review
Prime Capital Investment Advisors reduced its Philip Morris (PM) stake by 5.1% in Q2 2026, selling an estimated $298K and leaving 32,240 shares worth $5.83M. The position accounts for 0.06% of the portfolio, ranked #213.
Prime Capital Investment Advisors first reported a position in PM in Q1 2018 and has held it in 33 quarters since. 2,343 funds tracked by Wall St. Rank hold PM as of Q2 2026.
- Prime Capital Investment Advisors held 32,240 shares of Philip Morris worth $5.83M as of Q2 2026.
- Prime Capital Investment Advisors sold 1,719 Philip Morris shares in Q2 2026, an estimated $298K.
- Philip Morris made up 0.06% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #213 holding.
- Prime Capital Investment Advisors first reported a position in Philip Morris in Q1 2018 and has held it in 33 quarters since.
- 2,343 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.
Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.