SevenBridge Financial Group’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 | $1.18M | Sell |
7,172
-75
| -1% | -$13K | 0.18% | 109 |
|
|
2025
Q4 | $1.27M | Buy |
7,247
+125
| +2% | +$19.4K | 0.2% | 103 |
|
|
2025
Q3 | $1.11M | Sell |
7,122
-818
| -10% | -$138K | 0.18% | 112 |
|
|
2025
Q2 | $1.34M | Sell |
7,940
-2,286
| -22% | -$393K | 0.24% | 108 |
|
|
2025
Q1 | $1.69M | Sell |
10,226
-1,124
| -10% | -$159K | 0.33% | 93 |
|
|
2024
Q4 | $1.68M | Sell |
11,350
-40
| -0.4% | -$5.05K | 0.32% | 83 |
|
|
2024
Q3 | $1.42M | Hold |
11,390
| – | – | 0.27% | 90 |
|
|
2024
Q2 | $1.3M | Sell |
11,390
-252
| -2% | -$24.6K | 0.29% | 89 |
|
|
2024
Q1 | $1.13M | Sell |
11,642
-2,340
| -17% | -$216K | 0.26% | 91 |
|
|
2023
Q4 | $1.32M | Hold |
13,982
| – | – | 0.31% | 83 |
|
|
2023
Q3 | $1.29M | Buy |
13,982
+731
| +6% | +$70.4K | 0.33% | 81 |
|
|
2023
Q2 | $1.29M | Buy |
13,251
+2,248
| +20% | +$215K | 0.33% | 82 |
|
|
2023
Q1 | $1.07M | Buy |
11,003
+5,086
| +86% | +$507K | 0.29% | 86 |
|
|
2022
Q4 | $599K | Sell |
5,917
-415
| -7% | -$39.2K | 0.18% | 112 |
|
|
2022
Q3 | $526K | Buy |
6,332
+3,116
| +97% | +$297K | 0.18% | 104 |
|
|
2022
Q2 | $318K | Hold |
3,216
| – | – | 0.13% | 111 |
|
|
2022
Q1 | $302K | Hold |
3,216
| – | – | 0.11% | 130 |
|
|
2021
Q4 | $306K | Buy |
3,216
+147
| +5% | +$13.7K | 0.09% | 143 |
|
|
2021
Q3 | $291K | Hold |
3,069
| – | – | 0.1% | 135 |
|
|
2021
Q2 | $304K | Buy |
3,069
+26
| +0.9% | +$2.5K | 0.1% | 135 |
|
|
2021
Q1 | $270K | Hold |
3,043
| – | – | 0.1% | 133 |
|
|
2020
Q4 | $252K | Hold |
3,043
| – | – | 0.1% | 137 |
|
|
2020
Q3 | $228K | Sell |
3,043
-37
| -1% | -$2.85K | 0.1% | 125 |
|
|
2020
Q2 | $216K | Sell |
3,080
-100
| -3% | -$7.29K | 0.11% | 129 |
|
|
2020
Q1 | $232K | Sell |
3,180
-35
| -1% | -$2.88K | 0.13% | 115 |
|
|
2019
Q4 | $274K | Hold |
3,215
| – | – | 0.07% | 129 |
|
|
2019
Q3 | $244K | Hold |
3,215
| – | – | 0.13% | 123 |
|
|
2019
Q2 | $252K | Sell |
3,215
-300
| -9% | -$24.8K | 0.09% | 131 |
|
|
2019
Q1 | $311K | Sell |
3,515
-77
| -2% | -$6.2K | 0.12% | 108 |
|
|
2018
Q4 | $240K | Sell |
3,592
-673
| -16% | -$56.2K | 0.15% | 106 |
|
|
2018
Q3 | $348K | Sell |
4,265
-580
| -12% | -$47.6K | 0.19% | 90 |
|
|
2018
Q2 | $391K | Sell |
4,845
-752
| -13% | -$63.8K | 0.22% | 90 |
|
|
2018
Q1 | $556K | Sell |
5,597
-653
| -10% | -$68K | 0.32% | 80 |
|
|
2017
Q4 | $660K | Sell |
6,250
-346
| -5% | -$36.9K | 0.37% | 76 |
|
|
2017
Q3 | $732K | Buy |
6,596
+300
| +5% | +$34.9K | 0.42% | 73 |
|
|
2017
Q2 | $746K | Buy |
6,296
+1,807
| +40% | +$209K | 0.46% | 68 |
|
|
2017
Q1 | $510K | Sell |
4,489
-3,017
| -40% | -$311K | 0.34% | 80 |
|
|
2016
Q4 | $722K | Hold |
7,506
| – | – | 0.52% | 55 |
|
|
2016
Q3 | $722K | Buy |
7,506
+3,758
| +100% | +$376K | 0.53% | 55 |
|
|
2016
Q2 | $381K | Buy |
+3,748
| New | +$374K | 0.27% | 94 |
|
Other funds holding PM
VCM
SevenBridge Financial Group's PM Position: Q1 2026 in Review
SevenBridge Financial Group reduced its Philip Morris (PM) stake by 1% in Q1 2026, selling an estimated $13K and leaving 7,172 shares worth $1.18M. The position accounts for 0.18% of the portfolio, ranked #109.
SevenBridge Financial Group first reported a position in PM in Q2 2016 and has held it in 40 quarters since. The position peaked at $1.69M in Q1 2025. 2,855 funds tracked by Wall St. Rank hold PM as of Q1 2026.
- SevenBridge Financial Group held 7,172 shares of Philip Morris worth $1.18M as of Q1 2026.
- SevenBridge Financial Group sold 75 Philip Morris shares in Q1 2026, an estimated $13K.
- Philip Morris made up 0.18% of SevenBridge Financial Group's portfolio in Q1 2026, its #109 holding.
- SevenBridge Financial Group first reported a position in Philip Morris in Q2 2016 and has held it in 40 quarters since.
- SevenBridge Financial Group's Philip Morris position peaked at $1.69M in Q1 2025.
- 2,855 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.
Based on SevenBridge Financial Group's 13F filing for Q1 2026, filed 23 Apr 2026.