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Salem Investment Counselors’s Philip Morris PM Stock Holding History

Salem Investment Counselors’s Portfolio PM Stock Details PM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.15M Sell
22,752
-500
-2% -$86.7K 0.1% 117
2026
Q1 		$3.86M Sell
23,252
-163
-0.7% -$28.3K 0.11% 109
2025
Q4 		$3.79M Sell
23,415
-1,500
-6% -$232K 0.11% 110
2025
Q3 		$4.04M Buy
24,915
+460
+2% +$77.4K 0.12% 102
2025
Q2 		$4.48M Buy
24,455
+238
+1% +$40.9K 0.14% 94
2025
Q1 		$3.88M Buy
24,217
+1,215
+5% +$172K 0.13% 100
2024
Q4 		$2.8M Hold
23,002
– – 0.09% 119
2024
Q3 		$2.81M Buy
23,002
+1,667
+8% +$194K 0.08% 125
2024
Q2 		$2.18M Buy
21,335
+225
+1% +$22K 0.07% 142
2024
Q1 		$1.95M Buy
21,110
+12
+0.1% +$1.11K 0.06% 145
2023
Q4 		$2M Sell
21,098
-116
-0.5% -$10.7K 0.07% 133
2023
Q3 		$1.99M Sell
21,214
-2,223
-9% -$214K 0.08% 128
2023
Q2 		$2.3M Sell
23,437
-8,180
-26% -$782K 0.08% 124
2023
Q1 		$3.1M Buy
31,617
+551
+2% +$54.9K 0.12% 105
2022
Q4 		$3.17M Sell
31,066
-100
-0.3% -$9.44K 0.14% 102
2022
Q3 		$2.61M Buy
31,166
+100
+0.3% +$9.54K 0.12% 110
2022
Q2 		$3.09M Sell
31,066
-95
-0.3% -$9.69K 0.14% 101
2022
Q1 		$2.93M Sell
31,161
-6,295
-17% -$630K 0.11% 112
2021
Q4 		$3.56M Buy
37,456
+2,494
+7% +$233K 0.12% 99
2021
Q3 		$3.31M Sell
34,962
-822
-2% -$82.7K 0.18% 99
2021
Q2 		$3.55M Buy
35,784
+5,163
+17% +$495K 0.2% 101
2021
Q1 		$2.72M Sell
30,621
-5,726
-16% -$486K 0.17% 103
2020
Q4 		$3.01M Buy
36,347
+684
+2% +$53.2K 0.2% 96
2020
Q3 		$2.67M Buy
35,663
+600
+2% +$46.3K 0.2% 91
2020
Q2 		$2.46M Sell
35,063
-1,150
-3% -$83.9K 0.21% 95
2020
Q1 		$2.64M Sell
36,213
-60
-0.2% -$4.94K 0.27% 78
2019
Q4 		$3.09M Sell
36,273
-450
-1% -$37.1K 0.26% 88
2019
Q3 		$2.79M Sell
36,723
-318
-0.9% -$25.2K 0.26% 86
2019
Q2 		$2.91M Sell
37,041
-1,063
-3% -$87.8K 0.27% 89
2019
Q1 		$3.11M Buy
38,104
+1,360
+4% +$110K 0.32% 72
2018
Q4 		$2.45M Sell
36,744
-1,360
-4% -$114K 0.31% 71
2018
Q3 		$3.11M Buy
38,104
+600
+2% +$49.3K 0.32% 72
2018
Q2 		$3.03M Buy
37,504
+8,800
+31% +$747K 0.28% 70
2018
Q1 		$2.85M Sell
28,704
-870
-3% -$90.6K 0.32% 71
2017
Q4 		$3.12M Sell
29,574
-175
-0.6% -$18.6K 0.34% 70
2017
Q3 		$3.31M Sell
29,749
-7,470
-20% -$869K 0.39% 63
2017
Q2 		$4.37M Buy
37,219
+7,270
+24% +$842K 0.51% 51
2017
Q1 		$3.38M Sell
29,949
-109
-0.4% -$11.2K 0.36% 69
2016
Q4 		$2.75M Sell
30,058
-563
-2% -$52.2K 0.32% 79
2016
Q3 		$29.8K Sell
30,621
-50
-0.2% -$5.01K 0.39% 65
2016
Q2 		$3.12M Sell
30,671
-500
-2% -$49.9K 0.37% 73
2016
Q1 		$3.06M Sell
31,171
-14,759
-32% -$1.35M 0.38% 71
2015
Q4 		$4.04M Sell
45,930
-5,071
-10% -$440K 0.51% 56
2015
Q3 		$4.01M Sell
51,001
-1,205
-2% -$99.2K 0.52% 55
2015
Q2 		$4.18M Buy
52,206
+50
+0.1% +$4.11K 0.51% 58
2015
Q1 		$3.93M Sell
52,156
-55,182
-51% -$4.48M 0.47% 57
2014
Q4 		$8.74M Buy
107,338
+356
+0.3% +$30.6K 1.04% 28
2014
Q3 		$8.92M Buy
106,982
+8,827
+9% +$747K 1.07% 23
2014
Q2 		$8.28M Sell
98,155
-10,910
-10% -$939K 1% 29
2014
Q1 		$8.93M Buy
109,065
+2,375
+2% +$192K 1.1% 20
2013
Q4 		$9.3M Buy
106,690
+550
+0.5% +$48K 1.21% 21
2013
Q3 		$9.19M Buy
106,140
+1,385
+1% +$121K 1.28% 22
2013
Q2 		$9.07M Buy
+104,755
New +$9.73M 1.31% 21

Other funds holding PM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CIPU
Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return
NONA
Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

Salem Investment Counselors's PM Position: Q2 2026 in Review

Salem Investment Counselors reduced its Philip Morris (PM) stake by 2.2% in Q2 2026, selling an estimated $86.7K and leaving 22,752 shares worth $4.15M. The position accounts for 0.1% of the portfolio, ranked #117.

Salem Investment Counselors first reported a position in PM in Q2 2013 and has held it in 53 quarters since. The position peaked at $9.3M in Q4 2013. 1,041 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Salem Investment Counselors held 22,752 shares of Philip Morris worth $4.15M as of Q2 2026.
  • Salem Investment Counselors sold 500 Philip Morris shares in Q2 2026, an estimated $86.7K.
  • Philip Morris made up 0.1% of Salem Investment Counselors's portfolio in Q2 2026, its #117 holding.
  • Salem Investment Counselors first reported a position in Philip Morris in Q2 2013 and has held it in 53 quarters since.
  • Salem Investment Counselors's Philip Morris position peaked at $9.3M in Q4 2013.
  • 1,041 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Salem Investment Counselors's 13F filing for Q2 2026, filed 14 Jul 2026.