Savant Capital’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
$14.6M Buy
84,074
+44,564
+113% +$7.73M 0.04% 234
2026
Q1
$6.53M Buy
39,510
+7,507
+23% +$1.3M 0.03% 236
2025
Q4
$5.13M Sell
32,003
-3,409
-10% -$528K 0.03% 245
2025
Q3
$5.74M Sell
35,412
-288
-0.8% -$48.5K 0.03% 219
2025
Q2
$6.5M Buy
35,700
+8,254
+30% +$1.42M 0.05% 189
2025
Q1
$4.36M Sell
27,446
-20,367
-43% -$2.88M 0.04% 209
2024
Q4
$5.75M Buy
47,813
+1,148
+2% +$145K 0.05% 224
2024
Q3
$5.67M Buy
46,665
+2,130
+5% +$247K 0.05% 204
2024
Q2
$4.51M Buy
44,535
+222
+0.5% +$21.7K 0.05% 214
2024
Q1
$4.06M Buy
44,313
+1,591
+4% +$147K 0.05% 211
2023
Q4
$4.02M Buy
42,722
+1,608
+4% +$148K 0.05% 196
2023
Q3
$3.81M Sell
41,114
-11
-0% -$1.06K 0.06% 187
2023
Q2
$4.01M Buy
41,125
+24,314
+145% +$2.32M 0.06% 181
2023
Q1
$1.63M Buy
16,811
+2,219
+15% +$221K 0.03% 254
2022
Q4
$1.26M Buy
14,592
+2,744
+23% +$259K 0.03% 222
2022
Q3
$984K Sell
11,848
-589
-5% -$56.2K 0.03% 229
2022
Q2
$1.23M Buy
12,437
+1,186
+11% +$121K 0.04% 206
2022
Q1
$1.06M Buy
11,251
+780
+7% +$78K 0.03% 232
2021
Q4
$994K Buy
10,471
+632
+6% +$59.1K 0.03% 236
2021
Q3
$933K Buy
9,839
+167
+2% +$16.8K 0.03% 228
2021
Q2
$959K Buy
9,672
+669
+7% +$64.2K 0.04% 210
2021
Q1
$799K Buy
9,003
+214
+2% +$18.2K 0.04% 213
2020
Q4
$728K Sell
8,789
-1,466
-14% -$114K 0.04% 215
2020
Q3
$769K Buy
10,255
+309
+3% +$23.8K 0.05% 198
2020
Q2
$697K Sell
9,946
-280
-3% -$20.4K 0.05% 203
2020
Q1
$746K Buy
10,226
+809
+9% +$66.6K 0.07% 183
2019
Q4
$801K Buy
9,417
+561
+6% +$46.2K 0.1% 157
2019
Q3
$672K Sell
8,856
-642
-7% -$50.9K 0.09% 160
2019
Q2
$746K Sell
9,498
-881
-8% -$72.8K 0.11% 146
2019
Q1
$917K Buy
10,379
+55
+0.5% +$4.43K 0.17% 107
2018
Q4
$689K Sell
10,324
-666
-6% -$55.6K 0.14% 117
2018
Q3
$896K Sell
10,990
-10
-0.1% -$821 0.16% 112
2018
Q2
$888K Sell
11,000
-1,155
-10% -$98K 0.19% 96
2018
Q1
$1.21M Sell
12,155
-109
-0.9% -$11.4K 0.25% 74
2017
Q4
$1.3M Buy
12,264
+377
+3% +$40.2K 0.27% 67
2017
Q3
$1.32M Sell
11,887
-293
-2% -$34.1K 0.3% 55
2017
Q2
$1.43M Buy
12,180
+73
+0.6% +$8.46K 0.34% 52
2017
Q1
$1.37M Buy
12,107
+899
+8% +$92.8K 0.34% 53
2016
Q4
$1.02M Buy
11,208
+31
+0.3% +$2.87K 0.28% 67
2016
Q3
$1.09M Sell
11,177
-80
-0.7% -$8.01K 0.3% 55
2016
Q2
$1.15M Sell
11,257
-264
-2% -$26.3K 0.33% 52
2016
Q1
$1.13M Buy
11,521
+54
+0.5% +$4.95K 0.34% 51
2015
Q4
$1.01M Buy
11,467
+2,270
+25% +$197K 0.31% 51
2015
Q3
$730K Buy
9,197
+270
+3% +$22.2K 0.26% 66
2015
Q2
$716K Buy
8,927
+600
+7% +$49.4K 0.24% 73
2015
Q1
$627K Buy
8,327
+228
+3% +$18.5K 0.22% 83
2014
Q4
$660K Buy
8,099
+475
+6% +$40.8K 0.25% 71
2014
Q3
$636K Buy
7,624
+34
+0.4% +$2.88K 0.27% 65
2014
Q2
$640K Sell
7,590
-190
-2% -$16.4K 0.28% 64
2014
Q1
$637K Buy
7,780
+255
+3% +$20.6K 0.3% 56
2013
Q4
$656K Buy
7,525
+25
+0.3% +$2.18K 0.32% 51
2013
Q3
$649K Buy
7,500
+120
+2% +$10.5K 0.35% 49
2013
Q2
$639K Buy
+7,380
New +$686K 0.37% 49

Other funds holding PM

Savant Capital's PM Position: Q2 2026 in Review

Savant Capital increased its Philip Morris (PM) stake by 113% in Q2 2026, buying an estimated $7.73M and bringing the position to 84,074 shares worth $14.6M. The position accounts for 0.04% of the portfolio, ranked #234.

Savant Capital first reported a position in PM in Q2 2013 and has held it in 53 quarters since. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Savant Capital held 84,074 shares of Philip Morris worth $14.6M as of Q2 2026.
  • Savant Capital bought 44,564 Philip Morris shares in Q2 2026, an estimated $7.73M.
  • Philip Morris made up 0.04% of Savant Capital's portfolio in Q2 2026, its #234 holding.
  • Savant Capital first reported a position in Philip Morris in Q2 2013 and has held it in 53 quarters since.
  • 2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.