SimplyRich’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 | – | Sell |
-2,427
| Closed | -$401K | – | 192 |
|
|
2026
Q1 | $401K | Hold |
2,427
| – | – | 0.1% | 174 |
|
|
2025
Q4 | $389K | Hold |
2,427
| – | – | 0.1% | 155 |
|
|
2025
Q3 | $393K | Hold |
2,427
| – | – | 0.11% | 159 |
|
|
2025
Q2 | $442K | Hold |
2,427
| – | – | 0.12% | 152 |
|
|
2025
Q1 | $385K | Hold |
2,427
| – | – | 0.11% | 156 |
|
|
2024
Q4 | $292K | Hold |
2,427
| – | – | 0.08% | 187 |
|
|
2024
Q3 | $294K | Hold |
2,427
| – | – | 0.08% | 181 |
|
|
2024
Q2 | $245K | Hold |
2,427
| – | – | 0.08% | 163 |
|
|
2024
Q1 | $223K | Sell |
2,427
-4
| -0.2% | -$369 | 0.07% | 175 |
|
|
2023
Q4 | $229K | Hold |
2,431
| – | – | 0.08% | 162 |
|
|
2023
Q3 | $225K | Hold |
2,431
| – | – | 0.11% | 137 |
|
|
2023
Q2 | $237K | Hold |
2,431
| – | – | 0.08% | 164 |
|
|
2023
Q1 | $236K | Hold |
2,431
| – | – | 0.09% | 161 |
|
|
2022
Q4 | $246K | Hold |
2,431
| – | – | 0.1% | 156 |
|
|
2022
Q3 | $201K | Hold |
2,431
| – | – | 0.09% | 153 |
|
|
2022
Q2 | $240K | Hold |
2,431
| – | – | 0.1% | 142 |
|
|
2022
Q1 | $228K | Hold |
2,431
| – | – | 0.08% | 164 |
|
|
2021
Q4 | $231K | Hold |
2,431
| – | – | 0.08% | 165 |
|
|
2021
Q3 | $230K | Hold |
2,431
| – | – | 0.08% | 162 |
|
|
2021
Q2 | $240K | Hold |
2,431
| – | – | 0.11% | 143 |
|
|
2021
Q1 | $216K | Hold |
2,431
| – | – | 0.09% | 161 |
|
|
2020
Q4 | $201K | Buy |
+2,431
| New | +$189K | 0.09% | 151 |
|
|
2020
Q1 | – | Sell |
-2,837
| Closed | -$243K | – | 142 |
|
|
2019
Q4 | $243K | Hold |
2,837
| – | – | 0.12% | 140 |
|
|
2019
Q3 | $213K | Hold |
2,837
| – | – | 0.12% | 144 |
|
|
2019
Q2 | $223K | Buy |
+2,837
| New | +$234K | 0.12% | 144 |
|
|
2018
Q4 | – | Sell |
-2,837
| Closed | -$231K | – | 127 |
|
|
2018
Q3 | $231K | Sell |
2,837
-320
| -10% | -$26.3K | 0.13% | 144 |
|
|
2018
Q2 | $255K | Hold |
3,157
| – | – | 0.15% | 143 |
|
|
2018
Q1 | $314K | Hold |
3,157
| – | – | 0.18% | 139 |
|
|
2017
Q4 | $334K | Buy |
+3,157
| New | +$336K | 0.19% | 134 |
|
Other funds holding PM
SimplyRich's PM Position: Q2 2026 in Review
SimplyRich sold out of Philip Morris (PM) in Q2 2026, closing a stake of 2,427 shares — an estimated $401K sold.
SimplyRich first reported a position in PM in Q4 2017 and held it in 29 quarters. The position peaked at $442K in Q2 2025. 2,930 funds tracked by Wall St. Rank hold PM as of Q2 2026.
- SimplyRich reported no remaining Philip Morris position as of Q2 2026 after selling out during the quarter.
- SimplyRich sold 2,427 Philip Morris shares in Q2 2026, an estimated $401K.
- SimplyRich first reported a position in Philip Morris in Q4 2017 and held it in 29 quarters.
- SimplyRich's Philip Morris position peaked at $442K in Q2 2025.
- 2,930 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.
Based on SimplyRich's 13F filing for Q2 2026, filed 3 Aug 2026.