SeaCrest Wealth Management’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 | $2.66M | Sell |
14,711
-538
| -4% | -$93.3K | 0.29% | 62 |
|
|
2026
Q1 | $2.52M | Sell |
15,249
-599
| -4% | -$104K | 0.27% | 68 |
|
|
2025
Q4 | $2.46M | Sell |
15,848
-2,272
| -13% | -$352K | 0.25% | 74 |
|
|
2025
Q3 | $2.81M | Sell |
18,120
-1,355
| -7% | -$228K | 0.3% | 60 |
|
|
2025
Q2 | $3.55M | Sell |
19,475
-2,409
| -11% | -$414K | 0.39% | 44 |
|
|
2025
Q1 | $3.47M | Sell |
21,884
-702
| -3% | -$99.4K | 0.39% | 39 |
|
|
2024
Q4 | $2.72M | Buy |
22,586
+137
| +0.6% | +$17.3K | 0.29% | 52 |
|
|
2024
Q3 | $2.73M | Buy |
22,449
+304
| +1% | +$35.3K | 0.29% | 55 |
|
|
2024
Q2 | $2.24M | Sell |
22,145
-23
| -0.1% | -$2.25K | 0.26% | 68 |
|
|
2024
Q1 | $2.03M | Sell |
22,168
-5,959
| -21% | -$550K | 0.25% | 73 |
|
|
2023
Q4 | $2.68M | Buy |
28,127
+6,820
| +32% | +$628K | 0.33% | 49 |
|
|
2023
Q3 | $1.97M | Sell |
21,307
-2,059
| -9% | -$198K | 0.26% | 75 |
|
|
2023
Q2 | $2.28M | Sell |
23,366
-229
| -1% | -$21.9K | 0.29% | 63 |
|
|
2023
Q1 | $2.29M | Sell |
23,595
-556
| -2% | -$55.4K | 0.31% | 61 |
|
|
2022
Q4 | $2.44M | Buy |
24,151
+21
| +0.1% | +$1.98K | 0.35% | 52 |
|
|
2022
Q3 | $2M | Sell |
24,130
-386
| -2% | -$36.8K | 0.3% | 61 |
|
|
2022
Q2 | $2.42M | Buy |
24,516
+1,738
| +8% | +$177K | 0.3% | 54 |
|
|
2022
Q1 | $2.14M | Sell |
22,778
-2,010
| -8% | -$201K | 0.25% | 70 |
|
|
2021
Q4 | $2.35M | Sell |
24,788
-4,363
| -15% | -$408K | 0.26% | 69 |
|
|
2021
Q3 | $2.76M | Buy |
29,151
+549
| +2% | +$55.2K | 0.33% | 61 |
|
|
2021
Q2 | $2.83M | Buy |
28,602
+814
| +3% | +$78.1K | 0.34% | 59 |
|
|
2021
Q1 | $2.47M | Sell |
27,788
-328
| -1% | -$27.9K | 0.33% | 63 |
|
|
2020
Q4 | $2.33M | Sell |
28,116
-550
| -2% | -$42.8K | 0.33% | 66 |
|
|
2020
Q3 | $2.15M | Buy |
28,666
+823
| +3% | +$63.5K | 0.34% | 61 |
|
|
2020
Q2 | $1.95M | Buy |
27,843
+1,267
| +5% | +$92.4K | 0.34% | 60 |
|
|
2020
Q1 | $1.94M | Sell |
26,576
-520
| -2% | -$42.8K | 0.42% | 56 |
|
|
2019
Q4 | $2.31M | Buy |
27,096
+2,248
| +9% | +$185K | 0.39% | 59 |
|
|
2019
Q3 | $1.89M | Sell |
24,848
-81
| -0.3% | -$6.42K | 0.35% | 64 |
|
|
2019
Q2 | $1.96M | Sell |
24,929
-2,679
| -10% | -$221K | 0.4% | 61 |
|
|
2019
Q1 | $2.44M | Buy |
27,608
+2,928
| +12% | +$236K | 0.42% | 45 |
|
|
2018
Q4 | $1.65M | Sell |
24,680
-2,620
| -10% | -$219K | 0.34% | 62 |
|
|
2018
Q3 | $2.23M | Sell |
27,300
-1,645
| -6% | -$135K | 0.38% | 51 |
|
|
2018
Q2 | $2.34M | Sell |
28,945
-1,125
| -4% | -$95.5K | 0.42% | 45 |
|
|
2018
Q1 | $2.99M | Sell |
30,070
-734
| -2% | -$76.4K | 0.55% | 35 |
|
|
2017
Q4 | $3.25M | Buy |
+30,804
| New | +$3.28M | 0.59% | 30 |
|
Other funds holding PM
SeaCrest Wealth Management's PM Position: Q2 2026 in Review
SeaCrest Wealth Management reduced its Philip Morris (PM) stake by 3.5% in Q2 2026, selling an estimated $93.3K and leaving 14,711 shares worth $2.66M. The position accounts for 0.29% of the portfolio, ranked #62.
SeaCrest Wealth Management first reported a position in PM in Q4 2017 and has held it in 35 quarters since. The position peaked at $3.55M in Q2 2025. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.
- SeaCrest Wealth Management held 14,711 shares of Philip Morris worth $2.66M as of Q2 2026.
- SeaCrest Wealth Management sold 538 Philip Morris shares in Q2 2026, an estimated $93.3K.
- Philip Morris made up 0.29% of SeaCrest Wealth Management's portfolio in Q2 2026, its #62 holding.
- SeaCrest Wealth Management first reported a position in Philip Morris in Q4 2017 and has held it in 35 quarters since.
- SeaCrest Wealth Management's Philip Morris position peaked at $3.55M in Q2 2025.
- 2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.
Based on SeaCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.