Sigma Planning Corp’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 | $2.84M | Sell |
17,154
-689
| -4% | -$120K | 0.08% | 267 |
|
|
2025
Q4 | $2.87M | Buy |
17,843
+3,492
| +24% | +$541K | 0.08% | 259 |
|
|
2025
Q3 | $2.33M | Sell |
14,351
-3,600
| -20% | -$606K | 0.07% | 286 |
|
|
2025
Q2 | $3.27M | Sell |
17,951
-3,764
| -17% | -$646K | 0.1% | 212 |
|
|
2025
Q1 | $3.45M | Sell |
21,715
-999
| -4% | -$142K | 0.11% | 198 |
|
|
2024
Q4 | $2.73M | Sell |
22,714
-1,322
| -6% | -$167K | 0.09% | 225 |
|
|
2024
Q3 | $2.92M | Sell |
24,036
-898
| -4% | -$104K | 0.09% | 217 |
|
|
2024
Q2 | $2.53M | Sell |
24,934
-1,249
| -5% | -$122K | 0.08% | 238 |
|
|
2024
Q1 | $2.4M | Buy |
26,183
+15,480
| +145% | +$1.43M | 0.08% | 260 |
|
|
2023
Q4 | $1.01M | Sell |
10,703
-19,184
| -64% | -$1.77M | 0.08% | 267 |
|
|
2023
Q3 | $2.77M | Sell |
29,887
-283
| -0.9% | -$27.2K | 0.1% | 201 |
|
|
2023
Q2 | $2.95M | Sell |
30,170
-2,135
| -7% | -$204K | 0.11% | 206 |
|
|
2023
Q1 | $3.14M | Sell |
32,305
-899
| -3% | -$89.6K | 0.1% | 197 |
|
|
2022
Q4 | $3.36M | Sell |
33,204
-98
| -0.3% | -$9.25K | 0.12% | 181 |
|
|
2022
Q3 | $2.76M | Buy |
33,302
+1,112
| +3% | +$106K | 0.11% | 201 |
|
|
2022
Q2 | $3.18M | Buy |
32,190
+13
| +0% | +$1.32K | 0.11% | 195 |
|
|
2022
Q1 | $3.02M | Sell |
32,177
-3,927
| -11% | -$393K | 0.09% | 227 |
|
|
2021
Q4 | $3.43M | Sell |
36,104
-215
| -0.6% | -$20.1K | 0.1% | 221 |
|
|
2021
Q3 | $3.44M | Sell |
36,319
-1,620
| -4% | -$163K | 0.1% | 213 |
|
|
2021
Q2 | $3.76M | Buy |
37,939
+1,225
| +3% | +$118K | 0.11% | 208 |
|
|
2021
Q1 | $3.26M | Sell |
36,714
-550
| -1% | -$46.7K | 0.1% | 228 |
|
|
2020
Q4 | $3.08M | Sell |
37,264
-527
| -1% | -$41K | 0.1% | 205 |
|
|
2020
Q3 | $2.83M | Sell |
37,791
-1,821
| -5% | -$140K | 0.11% | 193 |
|
|
2020
Q2 | $2.77M | Buy |
39,612
+13,122
| +50% | +$957K | 0.12% | 175 |
|
|
2020
Q1 | $1.93M | Buy |
26,490
+3,619
| +16% | +$298K | 0.11% | 179 |
|
|
2019
Q4 | $1.95M | Sell |
22,871
-3,151
| -12% | -$260K | 0.08% | 248 |
|
|
2019
Q3 | $1.98M | Buy |
26,022
+548
| +2% | +$43.4K | 0.09% | 230 |
|
|
2019
Q2 | $2M | Buy |
25,474
+178
| +0.7% | +$14.7K | 0.1% | 209 |
|
|
2019
Q1 | $2.24M | Buy |
25,296
+406
| +2% | +$32.7K | 0.13% | 181 |
|
|
2018
Q4 | $1.66M | Buy |
24,890
+1,138
| +5% | +$95K | 0.12% | 183 |
|
|
2018
Q3 | $1.94M | Sell |
23,752
-3,130
| -12% | -$257K | 0.11% | 190 |
|
|
2018
Q2 | $2.17M | Sell |
26,882
-7,573
| -22% | -$643K | 0.15% | 166 |
|
|
2018
Q1 | $3.42M | Buy |
34,455
+1,303
| +4% | +$136K | 0.25% | 88 |
|
|
2017
Q4 | $3.5M | Buy |
33,152
+4,734
| +17% | +$504K | 0.27% | 84 |
|
|
2017
Q3 | $3.15M | Buy |
28,418
+2,649
| +10% | +$308K | 0.26% | 82 |
|
|
2017
Q2 | $3.03M | Sell |
25,769
-3,828
| -13% | -$443K | 0.28% | 79 |
|
|
2017
Q1 | $3.34M | Sell |
29,597
-571
| -2% | -$58.9K | 0.32% | 63 |
|
|
2016
Q4 | $2.76M | Buy |
30,168
+4,533
| +18% | +$420K | 0.3% | 69 |
|
|
2016
Q3 | $2.49M | Buy |
25,635
+1,252
| +5% | +$125K | 0.3% | 75 |
|
|
2016
Q2 | $2.48M | Buy |
24,383
+588
| +2% | +$58.6K | 0.32% | 67 |
|
|
2016
Q1 | $2.33M | Buy |
23,795
+1,200
| +5% | +$110K | 0.32% | 67 |
|
|
2015
Q4 | $1.99M | Buy |
22,595
+286
| +1% | +$24.8K | 0.28% | 78 |
|
|
2015
Q3 | $1.77M | Buy |
22,309
+766
| +4% | +$63K | 0.28% | 77 |
|
|
2015
Q2 | $1.73M | Sell |
21,543
-753
| -3% | -$61.9K | 0.24% | 101 |
|
|
2015
Q1 | $1.68M | Sell |
22,296
-4,617
| -17% | -$375K | 0.22% | 112 |
|
|
2014
Q4 | $2.19M | Buy |
+26,913
| New | +$2.31M | 0.29% | 89 |
|
Other funds holding PM
VCM
Sigma Planning Corp's PM Position: Q1 2026 in Review
Sigma Planning Corp reduced its Philip Morris (PM) stake by 3.9% in Q1 2026, selling an estimated $120K and leaving 17,154 shares worth $2.84M. The position accounts for 0.08% of the portfolio, ranked #267.
Sigma Planning Corp first reported a position in PM in Q4 2014 and has held it in 46 quarters since. The position peaked at $3.76M in Q2 2021. 2,853 funds tracked by Wall St. Rank hold PM as of Q1 2026.
- Sigma Planning Corp held 17,154 shares of Philip Morris worth $2.84M as of Q1 2026.
- Sigma Planning Corp sold 689 Philip Morris shares in Q1 2026, an estimated $120K.
- Philip Morris made up 0.08% of Sigma Planning Corp's portfolio in Q1 2026, its #267 holding.
- Sigma Planning Corp first reported a position in Philip Morris in Q4 2014 and has held it in 46 quarters since.
- Sigma Planning Corp's Philip Morris position peaked at $3.76M in Q2 2021.
- 2,853 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.
Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.