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Sigma Investment Counselors’s Philip Morris PM Stock Holding History

Sigma Investment Counselors’s Portfolio PM Stock Details PM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$526K Sell
3,181
-358
-10% -$62.2K 0.03% 124
2025
Q4 		$568K Sell
3,539
-27
-0.8% -$4.18K 0.03% 126
2025
Q3 		$578K Buy
3,566
+78
+2% +$13.1K 0.03% 123
2025
Q2 		$635K Sell
3,488
-39
-1% -$6.7K 0.04% 116
2025
Q1 		$560K Buy
3,527
+56
+2% +$7.93K 0.03% 119
2024
Q4 		$418K Sell
3,471
-41
-1% -$5.17K 0.02% 139
2024
Q3 		$426K Buy
3,512
+189
+6% +$22K 0.03% 132
2024
Q2 		$337K Sell
3,323
-113
-3% -$11K 0.02% 149
2024
Q1 		$315K Buy
3,436
+11
+0.3% +$1.01K 0.02% 157
2023
Q4 		$322K Buy
3,425
+11
+0.3% +$1.01K 0.02% 160
2023
Q3 		$316K Buy
3,414
+10
+0.3% +$962 0.02% 158
2023
Q2 		$332K Sell
3,404
-66
-2% -$6.31K 0.02% 148
2023
Q1 		$337K Buy
3,470
+60
+2% +$5.98K 0.03% 151
2022
Q4 		$345K Buy
3,410
+12
+0.4% +$1.13K 0.03% 144
2022
Q3 		$282K Buy
3,398
+10
+0.3% +$954 0.02% 149
2022
Q2 		$335K Buy
3,388
+1,059
+45% +$108K 0.03% 142
2022
Q1 		$219K Sell
2,329
-40
-2% -$4K 0.02% 180
2021
Q4 		$225K Buy
2,369
+9
+0.4% +$841 0.02% 183
2021
Q3 		$224K Sell
2,360
-22
-0.9% -$2.21K 0.02% 180
2021
Q2 		$236K Buy
+2,382
New +$229K 0.02% 176
2019
Q2 		– Sell
-2,312
Closed -$204K – 164
2019
Q1 		$204K Buy
+2,312
New +$186K 0.03% 153
2017
Q3 		– Sell
-1,762
Closed -$207K – 137
2017
Q2 		$207K Buy
+1,762
New +$204K 0.03% 126
2016
Q4 		– Sell
-2,673
Closed -$260K – 127
2016
Q3 		$260K Buy
+2,673
New +$268K 0.04% 110
2015
Q1 		– Sell
-2,503
Closed -$204K – 113
2014
Q4 		$204K Buy
+2,503
New +$215K 0.04% 112

Other funds holding PM

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sigma Investment Counselors's PM Position: Q1 2026 in Review

Sigma Investment Counselors reduced its Philip Morris (PM) stake by 10% in Q1 2026, selling an estimated $62.2K and leaving 3,181 shares worth $526K. The position accounts for 0.03% of the portfolio, ranked #124.

Sigma Investment Counselors first reported a position in PM in Q4 2014 and has held it in 24 quarters since. The position peaked at $635K in Q2 2025. 2,854 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Sigma Investment Counselors held 3,181 shares of Philip Morris worth $526K as of Q1 2026.
  • Sigma Investment Counselors sold 358 Philip Morris shares in Q1 2026, an estimated $62.2K.
  • Philip Morris made up 0.03% of Sigma Investment Counselors's portfolio in Q1 2026, its #124 holding.
  • Sigma Investment Counselors first reported a position in Philip Morris in Q4 2014 and has held it in 24 quarters since.
  • Sigma Investment Counselors's Philip Morris position peaked at $635K in Q2 2025.
  • 2,854 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Sigma Investment Counselors's 13F filing for Q1 2026, filed 29 Apr 2026.