Simon Quick 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 | $558K | Sell |
3,084
-200
| -6% | -$34.7K | 0.02% | 254 |
|
|
2026
Q1 | $543K | Buy |
3,284
+407
| +14% | +$70.7K | 0.02% | 240 |
|
|
2025
Q4 | $461K | Sell |
2,877
-2,018
| -41% | -$313K | 0.02% | 258 |
|
|
2025
Q3 | $794K | Buy |
4,895
+242
| +5% | +$40.7K | 0.04% | 216 |
|
|
2025
Q2 | $847K | Sell |
4,653
-9,308
| -67% | -$1.6M | 0.04% | 201 |
|
|
2025
Q1 | $2.22M | Buy |
13,961
+2,373
| +20% | +$336K | 0.13% | 80 |
|
|
2024
Q4 | $1.39M | Buy |
11,588
+431
| +4% | +$54.4K | 0.08% | 105 |
|
|
2024
Q3 | $1.35M | Buy |
11,157
+1,443
| +15% | +$168K | 0.09% | 107 |
|
|
2024
Q2 | $984K | Buy |
9,714
+113
| +1% | +$11K | 0.07% | 134 |
|
|
2024
Q1 | $880K | Sell |
9,601
-608
| -6% | -$56.1K | 0.07% | 136 |
|
|
2023
Q4 | $960K | Buy |
10,209
+631
| +7% | +$58.1K | 0.08% | 114 |
|
|
2023
Q3 | $887K | Buy |
9,578
+3,581
| +60% | +$345K | 0.08% | 117 |
|
|
2023
Q2 | $585K | Sell |
5,997
-2,395
| -29% | -$229K | 0.05% | 144 |
|
|
2023
Q1 | $816K | Buy |
8,392
+3,768
| +81% | +$376K | 0.09% | 110 |
|
|
2022
Q4 | $468K | Buy |
+4,624
| New | +$436K | 0.06% | 135 |
|
|
2022
Q2 | – | Sell |
-168
| Closed | -$16K | – | 339 |
|
|
2022
Q1 | $16K | Buy |
168
+12
| +8% | +$1.2K | ﹤0.01% | 285 |
|
|
2021
Q4 | $15K | Sell |
156
-522
| -77% | -$48.8K | ﹤0.01% | 301 |
|
|
2021
Q3 | $64K | Buy |
678
+14
| +2% | +$1.41K | 0.02% | 221 |
|
|
2021
Q2 | $65K | Sell |
664
-217
| -25% | -$20.8K | 0.02% | 203 |
|
|
2021
Q1 | $78K | Buy |
881
+685
| +349% | +$58.2K | 0.02% | 172 |
|
|
2020
Q4 | $16K | Buy |
196
+81
| +70% | +$6.31K | ﹤0.01% | 344 |
|
|
2020
Q3 | $9K | Hold |
115
| – | – | ﹤0.01% | 338 |
|
|
2020
Q2 | $8K | Sell |
115
-75
| -39% | -$5.47K | ﹤0.01% | 332 |
|
|
2020
Q1 | $14K | Sell |
190
-35
| -16% | -$2.88K | 0.01% | 302 |
|
|
2019
Q4 | $19K | Buy |
225
+150
| +200% | +$12.4K | 0.01% | 330 |
|
|
2019
Q3 | $6K | Sell |
75
-73
| -49% | -$5.79K | ﹤0.01% | 291 |
|
|
2019
Q2 | $11.6K | Buy |
148
+73
| +97% | +$6.03K | 0.01% | 217 |
|
|
2019
Q1 | $7K | Sell |
75
-2,958
| -98% | -$238K | ﹤0.01% | 353 |
|
|
2018
Q4 | $202K | Buy |
3,033
+2,815
| +1,291% | +$235K | 0.07% | 69 |
|
|
2018
Q3 | $18K | Buy |
218
+21
| +11% | +$1.72K | 0.01% | 227 |
|
|
2018
Q2 | $15K | Buy |
197
+53
| +37% | +$4.5K | 0.01% | 249 |
|
|
2018
Q1 | $14K | Sell |
144
-43
| -23% | -$4.48K | 0.01% | 225 |
|
|
2017
Q4 | $20K | Buy |
187
+112
| +149% | +$11.9K | 0.01% | 295 |
|
|
2017
Q3 | $8K | Hold |
75
| – | – | ﹤0.01% | 440 |
|
|
2017
Q2 | $9K | Sell |
75
-81
| -52% | -$9.38K | 0.01% | 241 |
|
|
2017
Q1 | $18K | Buy |
156
+75
| +93% | +$7.74K | 0.01% | 220 |
|
|
2016
Q4 | $7K | Buy |
+81
| New | +$7.51K | 0.01% | 206 |
|
Other funds holding PM
Simon Quick Advisors's PM Position: Q2 2026 in Review
Simon Quick Advisors reduced its Philip Morris (PM) stake by 6.1% in Q2 2026, selling an estimated $34.7K and leaving 3,084 shares worth $558K. The position accounts for 0.02% of the portfolio, ranked #254.
Simon Quick Advisors first reported a position in PM in Q4 2016 and has held it in 37 quarters since. The position peaked at $2.22M in Q1 2025. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.
- Simon Quick Advisors held 3,084 shares of Philip Morris worth $558K as of Q2 2026.
- Simon Quick Advisors sold 200 Philip Morris shares in Q2 2026, an estimated $34.7K.
- Philip Morris made up 0.02% of Simon Quick Advisors's portfolio in Q2 2026, its #254 holding.
- Simon Quick Advisors first reported a position in Philip Morris in Q4 2016 and has held it in 37 quarters since.
- Simon Quick Advisors's Philip Morris position peaked at $2.22M in Q1 2025.
- 2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.
Based on Simon Quick Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.