Principle Wealth Partners’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 | $6.4M | Buy |
35,368
+352
| +1% | +$61K | 0.32% | 62 |
|
|
2026
Q1 | $5.79M | Sell |
35,016
-28
| -0.1% | -$4.87K | 0.33% | 61 |
|
|
2025
Q4 | $5.62M | Buy |
35,044
+869
| +3% | +$135K | 0.32% | 60 |
|
|
2025
Q3 | $5.54M | Sell |
34,175
-248
| -0.7% | -$41.7K | 0.32% | 61 |
|
|
2025
Q2 | $6.27M | Sell |
34,423
-273
| -0.8% | -$46.9K | 0.39% | 51 |
|
|
2025
Q1 | $5.51M | Sell |
34,696
-487
| -1% | -$69K | 0.39% | 60 |
|
|
2024
Q4 | $4.23M | Sell |
35,183
-372
| -1% | -$46.9K | 0.3% | 76 |
|
|
2024
Q3 | $4.32M | Sell |
35,555
-136
| -0.4% | -$15.8K | 0.31% | 76 |
|
|
2024
Q2 | $3.62M | Buy |
35,691
+276
| +0.8% | +$27K | 0.28% | 86 |
|
|
2024
Q1 | $3.24M | Buy |
35,415
+792
| +2% | +$73K | 0.25% | 92 |
|
|
2023
Q4 | $3.26M | Sell |
34,623
-635
| -2% | -$58.5K | 0.28% | 85 |
|
|
2023
Q3 | $3.26M | Buy |
35,258
+314
| +0.9% | +$30.2K | 0.33% | 73 |
|
|
2023
Q2 | $3.41M | Sell |
34,944
-1,515
| -4% | -$145K | 0.34% | 67 |
|
|
2023
Q1 | $3.55M | Sell |
36,459
-387
| -1% | -$38.6K | 0.38% | 63 |
|
|
2022
Q4 | $3.73M | Sell |
36,846
-3
| -0% | -$283 | 0.42% | 59 |
|
|
2022
Q3 | $3.06M | Buy |
36,849
+1,164
| +3% | +$111K | 0.29% | 60 |
|
|
2022
Q2 | $3.52M | Sell |
35,685
-1,583
| -4% | -$161K | 0.42% | 58 |
|
|
2022
Q1 | $3.5M | Buy |
37,268
+836
| +2% | +$83.6K | 0.37% | 63 |
|
|
2021
Q4 | $3.46M | Buy |
36,432
+38
| +0.1% | +$3.55K | 0.36% | 62 |
|
|
2021
Q3 | $3.45M | Sell |
36,394
-37
| -0.1% | -$3.72K | 0.4% | 58 |
|
|
2021
Q2 | $3.61M | Sell |
36,431
-2,477
| -6% | -$238K | 0.41% | 56 |
|
|
2021
Q1 | $3.45M | Buy |
38,908
+1,459
| +4% | +$124K | 0.4% | 58 |
|
|
2020
Q4 | $3.1M | Buy |
37,449
+30,251
| +420% | +$2.35M | 0.41% | 54 |
|
|
2020
Q3 | $540K | Sell |
7,198
-680
| -9% | -$52.5K | 0.15% | 81 |
|
|
2020
Q2 | $552K | Sell |
7,878
-114
| -1% | -$8.31K | 0.16% | 79 |
|
|
2020
Q1 | $583K | Sell |
7,992
-925
| -10% | -$76.1K | 0.22% | 72 |
|
|
2019
Q4 | $759K | Buy |
8,917
+529
| +6% | +$43.6K | 0.24% | 71 |
|
|
2019
Q3 | $637K | Buy |
8,388
+2,108
| +34% | +$167K | 0.22% | 80 |
|
|
2019
Q2 | $493K | Buy |
6,280
+2,404
| +62% | +$199K | 0.25% | 77 |
|
|
2019
Q1 | $343K | Sell |
3,876
-1,305
| -25% | -$105K | 0.2% | 92 |
|
|
2018
Q4 | $346K | Buy |
+5,181
| New | +$433K | 0.29% | 80 |
|
Other funds holding PM
Principle Wealth Partners's PM Position: Q2 2026 in Review
Principle Wealth Partners increased its Philip Morris (PM) stake by 1% in Q2 2026, buying an estimated $61K and bringing the position to 35,368 shares worth $6.4M. The position accounts for 0.32% of the portfolio, ranked #62.
Principle Wealth Partners first reported a position in PM in Q4 2018 and has held it in 31 quarters since. 2,926 funds tracked by Wall St. Rank hold PM as of Q2 2026.
- Principle Wealth Partners held 35,368 shares of Philip Morris worth $6.4M as of Q2 2026.
- Principle Wealth Partners bought 352 Philip Morris shares in Q2 2026, an estimated $61K.
- Philip Morris made up 0.32% of Principle Wealth Partners's portfolio in Q2 2026, its #62 holding.
- Principle Wealth Partners first reported a position in Philip Morris in Q4 2018 and has held it in 31 quarters since.
- 2,926 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.
Based on Principle Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.