Sheaff Brock Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $6.85M | Buy |
43,183
+109
| +0.3% | +$15.4K | 0.63% | 51 |
|
|
2024
Q4 | $5.18M | Buy |
43,074
+104
| +0.2% | +$13.1K | 0.45% | 56 |
|
|
2024
Q3 | $5.22M | Sell |
42,970
-291
| -0.7% | -$33.8K | 0.46% | 57 |
|
|
2024
Q2 | $4.38M | Sell |
43,261
-3,474
| -7% | -$340K | 0.41% | 59 |
|
|
2024
Q1 | $4.28M | Sell |
46,735
-131
| -0.3% | -$12.1K | 0.27% | 63 |
|
|
2023
Q4 | $4.41M | Buy |
46,866
+4,119
| +10% | +$379K | 0.34% | 62 |
|
|
2023
Q3 | $3.96M | Sell |
42,747
-2,267
| -5% | -$218K | 0.36% | 58 |
|
|
2023
Q2 | $4.39M | Buy |
45,014
+740
| +2% | +$70.7K | 0.37% | 58 |
|
|
2023
Q1 | $4.31M | Buy |
44,274
+186
| +0.4% | +$18.5K | 0.4% | 54 |
|
|
2022
Q4 | $4.46M | Buy |
44,088
+226
| +0.5% | +$21.3K | 0.44% | 52 |
|
|
2022
Q3 | $3.64M | Buy |
43,862
+313
| +0.7% | +$29.9K | 0.39% | 57 |
|
|
2022
Q2 | $4.3M | Buy |
43,549
+436
| +1% | +$44.5K | 0.36% | 56 |
|
|
2022
Q1 | $4.05M | Buy |
43,113
+694
| +2% | +$69.4K | 0.28% | 64 |
|
|
2021
Q4 | $4.03M | Buy |
42,419
+937
| +2% | +$87.6K | 0.27% | 65 |
|
|
2021
Q3 | $3.93M | Buy |
41,482
+889
| +2% | +$89.4K | 0.29% | 63 |
|
|
2021
Q2 | $4.02M | Buy |
40,593
+91
| +0.2% | +$8.73K | 0.29% | 64 |
|
|
2021
Q1 | $3.59M | Buy |
40,502
+349
| +0.9% | +$29.6K | 0.28% | 68 |
|
|
2020
Q4 | $3.32M | Sell |
40,153
-624
| -2% | -$48.6K | 0.28% | 69 |
|
|
2020
Q3 | $3.06M | Buy |
40,777
+111
| +0.3% | +$8.56K | 0.28% | 68 |
|
|
2020
Q2 | $2.85M | Sell |
40,666
-7,974
| -16% | -$581K | 0.28% | 68 |
|
|
2020
Q1 | $3.55M | Sell |
48,640
-1,373
| -3% | -$113K | 0.47% | 44 |
|
|
2019
Q4 | $4.26M | Sell |
50,013
-10,768
| -18% | -$887K | 0.41% | 52 |
|
|
2019
Q3 | $4.62M | Sell |
60,781
-3,578
| -6% | -$284K | 0.5% | 43 |
|
|
2019
Q2 | $5.05M | Buy |
64,359
+6,590
| +11% | +$544K | 0.54% | 39 |
|
|
2019
Q1 | $5.11M | Sell |
57,769
-1,961
| -3% | -$158K | 0.62% | 39 |
|
|
2018
Q4 | $3.99M | Sell |
59,730
-7,524
| -11% | -$628K | 0.63% | 42 |
|
|
2018
Q3 | $5.48M | Buy |
67,254
+309
| +0.5% | +$25.4K | 0.52% | 40 |
|
|
2018
Q2 | $5.41M | Sell |
66,945
-2,651
| -4% | -$225K | 0.53% | 39 |
|
|
2018
Q1 | $6.92M | Sell |
69,596
-1,064
| -2% | -$111K | 0.72% | 25 |
|
|
2017
Q4 | $7.46M | Sell |
70,660
-781
| -1% | -$83.2K | 0.97% | 23 |
|
|
2017
Q3 | $7.93M | Sell |
71,441
-2,461
| -3% | -$286K | 1.04% | 18 |
|
|
2017
Q2 | $8.68M | Sell |
73,902
-774
| -1% | -$89.6K | 1.14% | 12 |
|
|
2017
Q1 | $8.43M | Sell |
74,676
-3,026
| -4% | -$312K | 1.1% | 15 |
|
|
2016
Q4 | $7.11M | Sell |
77,702
-1,614
| -2% | -$150K | 0.9% | 21 |
|
|
2016
Q3 | $7.71M | Buy |
79,316
+1,553
| +2% | +$156K | 1.03% | 15 |
|
|
2016
Q2 | $7.91M | Buy |
77,763
+309
| +0.4% | +$30.8K | 1% | 18 |
|
|
2016
Q1 | $7.6M | Sell |
77,454
-749
| -1% | -$68.7K | 0.93% | 20 |
|
|
2015
Q4 | $6.88M | Buy |
+78,203
| New | +$6.79M | 0.78% | 23 |
|
Other funds holding PM
Sheaff Brock Investment Advisors's PM Position: Q1 2025 in Review
Sheaff Brock Investment Advisors increased its Philip Morris (PM) stake by 0.25% in Q1 2025, buying an estimated $15.4K and bringing the position to 43,183 shares worth $6.85M. The position accounts for 0.63% of the portfolio, ranked #51.
Sheaff Brock Investment Advisors first reported a position in PM in Q4 2015 and has held it in 38 quarters since. The position peaked at $8.68M in Q2 2017. 2,708 funds tracked by Wall St. Rank hold PM as of Q1 2025.
- Sheaff Brock Investment Advisors held 43,183 shares of Philip Morris worth $6.85M as of Q1 2025.
- Sheaff Brock Investment Advisors bought 109 Philip Morris shares in Q1 2025, an estimated $15.4K.
- Philip Morris made up 0.63% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #51 holding.
- Sheaff Brock Investment Advisors first reported a position in Philip Morris in Q4 2015 and has held it in 38 quarters since.
- Sheaff Brock Investment Advisors's Philip Morris position peaked at $8.68M in Q2 2017.
- 2,708 funds tracked by Wall St. Rank held Philip Morris as of Q1 2025.
Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.