Sequoia 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 | $18.6M | Sell |
102,997
-1,716
| -2% | -$298K | 0.09% | 143 |
|
|
2026
Q1 | $17.3M | Buy |
104,713
+1,763
| +2% | +$306K | 0.1% | 142 |
|
|
2025
Q4 | $16.5M | Buy |
102,950
+1,490
| +1% | +$231K | 0.09% | 150 |
|
|
2025
Q3 | $16.5M | Buy |
101,460
+2,504
| +3% | +$421K | 0.1% | 143 |
|
|
2025
Q2 | $18M | Buy |
98,956
+9,801
| +11% | +$1.68M | 0.12% | 128 |
|
|
2025
Q1 | $14.2M | Buy |
89,155
+1,682
| +2% | +$238K | 0.11% | 158 |
|
|
2024
Q4 | $10.5M | Buy |
87,473
+51,277
| +142% | +$6.47M | 0.1% | 170 |
|
|
2024
Q3 | $4.39M | Buy |
36,196
+4,605
| +15% | +$535K | 0.05% | 228 |
|
|
2024
Q2 | $3.2M | Buy |
31,591
+4,793
| +18% | +$469K | 0.04% | 249 |
|
|
2024
Q1 | $2.46M | Sell |
26,798
-5,305
| -17% | -$489K | 0.03% | 293 |
|
|
2023
Q4 | $3.02M | Buy |
32,103
+15,528
| +94% | +$1.43M | 0.04% | 277 |
|
|
2023
Q3 | $1.53M | Sell |
16,575
-19
| -0.1% | -$1.83K | 0.03% | 269 |
|
|
2023
Q2 | $1.62M | Buy |
16,594
+267
| +2% | +$25.5K | 0.03% | 266 |
|
|
2023
Q1 | $1.59M | Sell |
16,327
-222
| -1% | -$22.1K | 0.04% | 242 |
|
|
2022
Q4 | $1.67M | Buy |
16,549
+6,946
| +72% | +$655K | 0.04% | 219 |
|
|
2022
Q3 | $797K | Sell |
9,603
-5,980
| -38% | -$570K | 0.03% | 233 |
|
|
2022
Q2 | $1.54M | Buy |
15,583
+3,394
| +28% | +$346K | 0.04% | 197 |
|
|
2022
Q1 | $1.15M | Buy |
12,189
+1,646
| +16% | +$165K | 0.03% | 241 |
|
|
2021
Q4 | $1M | Buy |
+10,543
| New | +$985K | 0.03% | 240 |
|
|
2021
Q3 | – | Sell |
-9,131
| Closed | -$905K | – | 396 |
|
|
2021
Q2 | $905K | Buy |
9,131
+2,707
| +42% | +$260K | 0.03% | 213 |
|
|
2021
Q1 | $570K | Buy |
6,424
+947
| +17% | +$80.4K | 0.02% | 243 |
|
|
2020
Q4 | $453K | Buy |
5,477
+153
| +3% | +$11.9K | 0.02% | 263 |
|
|
2020
Q3 | $399K | Sell |
5,324
-92
| -2% | -$7.1K | 0.02% | 256 |
|
|
2020
Q2 | $379K | Sell |
5,416
-5,972
| -52% | -$435K | 0.02% | 260 |
|
|
2020
Q1 | $831K | Buy |
11,388
+5,976
| +110% | +$492K | 0.06% | 140 |
|
|
2019
Q4 | $460K | Sell |
5,412
-235
| -4% | -$19.4K | 0.03% | 232 |
|
|
2019
Q3 | $429K | Buy |
5,647
+223
| +4% | +$17.7K | 0.03% | 213 |
|
|
2019
Q2 | $426K | Sell |
5,424
-217
| -4% | -$17.9K | 0.03% | 221 |
|
|
2019
Q1 | $499K | Buy |
+5,641
| New | +$454K | 0.04% | 183 |
|
|
2018
Q3 | – | Sell |
-3,656
| Closed | -$295K | – | 330 |
|
|
2018
Q2 | $295K | Buy |
3,656
+916
| +33% | +$77.7K | 0.03% | 230 |
|
|
2018
Q1 | $272K | Buy |
2,740
+524
| +24% | +$54.6K | 0.03% | 236 |
|
|
2017
Q4 | $234K | Buy |
2,216
+121
| +6% | +$12.9K | 0.02% | 257 |
|
|
2017
Q3 | $233K | Buy |
2,095
+105
| +5% | +$12.2K | 0.03% | 245 |
|
|
2017
Q2 | $234K | Buy |
1,990
+46
| +2% | +$5.33K | 0.03% | 240 |
|
|
2017
Q1 | $219K | Buy |
+1,944
| New | +$201K | 0.03% | 245 |
|
Other funds holding PM
Sequoia Financial Advisors's PM Position: Q2 2026 in Review
Sequoia Financial Advisors reduced its Philip Morris (PM) stake by 1.6% in Q2 2026, selling an estimated $298K and leaving 102,997 shares worth $18.6M. The position accounts for 0.09% of the portfolio, ranked #143.
Sequoia Financial Advisors first reported a position in PM in Q1 2017 and has held it in 35 quarters since. 2,918 funds tracked by Wall St. Rank hold PM as of Q2 2026.
- Sequoia Financial Advisors held 102,997 shares of Philip Morris worth $18.6M as of Q2 2026.
- Sequoia Financial Advisors sold 1,716 Philip Morris shares in Q2 2026, an estimated $298K.
- Philip Morris made up 0.09% of Sequoia Financial Advisors's portfolio in Q2 2026, its #143 holding.
- Sequoia Financial Advisors first reported a position in Philip Morris in Q1 2017 and has held it in 35 quarters since.
- 2,918 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.
Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.