Seneca House 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
Q1 | $1.35M | Buy |
8,154
+75
| +0.9% | +$13K | 0.54% | 39 |
|
|
2025
Q4 | $1.3M | Buy |
8,079
+24
| +0.3% | +$3.72K | 0.48% | 41 |
|
|
2025
Q3 | $1.31M | Sell |
8,055
-118
| -1% | -$19.9K | 0.53% | 37 |
|
|
2025
Q2 | $1.49M | Buy |
8,173
+164
| +2% | +$28.2K | 0.63% | 28 |
|
|
2025
Q1 | $1.27M | Buy |
8,009
+30
| +0.4% | +$4.25K | 0.54% | 32 |
|
|
2024
Q4 | $960K | Buy |
7,979
+58
| +0.7% | +$7.32K | 0.38% | 40 |
|
|
2024
Q3 | $962K | Buy |
7,921
+55
| +0.7% | +$6.39K | 0.41% | 38 |
|
|
2024
Q2 | $797K | Sell |
7,866
-302
| -4% | -$29.5K | 0.35% | 42 |
|
|
2024
Q1 | $748K | Sell |
8,168
-1,273
| -13% | -$117K | 0.33% | 49 |
|
|
2023
Q4 | $888K | Sell |
9,441
-82
| -0.9% | -$7.55K | 0.41% | 39 |
|
|
2023
Q3 | $879K | Buy |
9,523
+152
| +2% | +$14.6K | 0.46% | 37 |
|
|
2023
Q2 | $915K | Sell |
9,371
-131
| -1% | -$12.5K | 0.46% | 41 |
|
|
2023
Q1 | $924K | Buy |
9,502
+57
| +0.6% | +$5.68K | 0.48% | 42 |
|
|
2022
Q4 | $956K | Sell |
9,445
-192
| -2% | -$18.1K | 0.53% | 41 |
|
|
2022
Q3 | $800K | Buy |
9,637
+1,367
| +17% | +$130K | 0.59% | 45 |
|
|
2022
Q2 | $817K | Buy |
8,270
+166
| +2% | +$16.9K | 0.53% | 46 |
|
|
2022
Q1 | $761K | Buy |
8,104
+6
| +0.1% | +$600 | 0.4% | 51 |
|
|
2021
Q4 | $769K | Buy |
8,098
+7
| +0.1% | +$654 | 0.41% | 52 |
|
|
2021
Q3 | $767K | Sell |
8,091
-105
| -1% | -$10.6K | 0.46% | 46 |
|
|
2021
Q2 | $812K | Sell |
8,196
-89
| -1% | -$8.54K | 0.53% | 31 |
|
|
2021
Q1 | $735K | Buy |
8,285
+24
| +0.3% | +$2.04K | 0.52% | 35 |
|
|
2020
Q4 | $684K | Buy |
8,261
+1
| +0% | +$78 | 0.5% | 37 |
|
|
2020
Q3 | $619K | Sell |
8,260
-313
| -4% | -$24.1K | 0.49% | 36 |
|
|
2020
Q2 | $601K | Buy |
8,573
+94
| +1% | +$6.85K | 0.51% | 35 |
|
|
2020
Q1 | $621K | Sell |
8,479
-102
| -1% | -$8.39K | 0.66% | 31 |
|
|
2019
Q4 | $739K | Sell |
8,581
-448
| -5% | -$36.9K | 0.64% | 42 |
|
|
2019
Q3 | $686K | Sell |
9,029
-344
| -4% | -$27.3K | 0.65% | 46 |
|
|
2019
Q2 | $801K | Buy |
9,373
+91
| +1% | +$7.52K | 0.73% | 38 |
|
|
2019
Q1 | $820K | Sell |
9,282
-3,588
| -28% | -$289K | 0.71% | 44 |
|
|
2018
Q4 | $864K | Buy |
12,870
+3,946
| +44% | +$330K | 0.81% | 37 |
|
|
2018
Q3 | $728K | Sell |
8,924
-6,681
| -43% | -$548K | 0.57% | 48 |
|
|
2018
Q2 | $1.26M | Buy |
15,605
+382
| +3% | +$32.4K | 1.03% | 27 |
|
|
2018
Q1 | $1.51M | Sell |
15,223
-1,823
| -11% | -$190K | 1.27% | 25 |
|
|
2017
Q4 | $1.8M | Buy |
+17,046
| New | +$1.82M | 1.54% | 22 |
|
Other funds holding PM
VCM
Seneca House Advisors's PM Position: Q1 2026 in Review
Seneca House Advisors increased its Philip Morris (PM) stake by 0.93% in Q1 2026, buying an estimated $13K and bringing the position to 8,154 shares worth $1.35M. The position accounts for 0.54% of the portfolio, ranked #39.
Seneca House Advisors first reported a position in PM in Q4 2017 and has held it in 34 quarters since. The position peaked at $1.8M in Q4 2017. 2,852 funds tracked by Wall St. Rank hold PM as of Q1 2026.
- Seneca House Advisors held 8,154 shares of Philip Morris worth $1.35M as of Q1 2026.
- Seneca House Advisors bought 75 Philip Morris shares in Q1 2026, an estimated $13K.
- Philip Morris made up 0.54% of Seneca House Advisors's portfolio in Q1 2026, its #39 holding.
- Seneca House Advisors first reported a position in Philip Morris in Q4 2017 and has held it in 34 quarters since.
- Seneca House Advisors's Philip Morris position peaked at $1.8M in Q4 2017.
- 2,852 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.
Based on Seneca House Advisors's 13F filing for Q1 2026, filed 1 May 2026.