Register 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
$667K Sell
3,688
-24
-0.6% -$4.16K 0.2% 116
2026
Q1
$614K Buy
3,712
+1,218
+49% +$212K 0.23% 106
2025
Q4
$400K Sell
2,494
-309
-11% -$47.9K 0.16% 130
2025
Q3
$455K Buy
2,803
+15
+0.5% +$2.52K 0.18% 120
2025
Q2
$508K Hold
2,788
0.22% 101
2025
Q1
$443K Hold
2,788
0.23% 100
2024
Q4
$336K Sell
2,788
-400
-13% -$50.5K 0.17% 128
2024
Q3
$387K Hold
3,188
0.2% 114
2024
Q2
$323K Hold
3,188
0.16% 124
2024
Q1
$292K Buy
3,188
+1
+0% +$92 0.15% 135
2023
Q4
$300K Buy
3,187
+249
+8% +$22.9K 0.2% 120
2023
Q3
$272K Hold
2,938
0.2% 110
2023
Q2
$287K Buy
2,938
+2,854
+3,398% +$273K 0.2% 110
2023
Q1
$8.17K Hold
84
0.01% 417
2022
Q4
$8.48K Buy
+84
New +$7.93K 0.01% 630

Other funds holding PM

Register Financial Advisors's PM Position: Q2 2026 in Review

Register Financial Advisors reduced its Philip Morris (PM) stake by 0.65% in Q2 2026, selling an estimated $4.16K and leaving 3,688 shares worth $667K. The position accounts for 0.2% of the portfolio, ranked #116.

Register Financial Advisors first reported a position in PM in Q4 2022 and has held it in 15 quarters since. 1,393 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Register Financial Advisors held 3,688 shares of Philip Morris worth $667K as of Q2 2026.
  • Register Financial Advisors sold 24 Philip Morris shares in Q2 2026, an estimated $4.16K.
  • Philip Morris made up 0.2% of Register Financial Advisors's portfolio in Q2 2026, its #116 holding.
  • Register Financial Advisors first reported a position in Philip Morris in Q4 2022 and has held it in 15 quarters since.
  • 1,393 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Register Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.