Smith Shellnut Wilson’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
Q3 | $991K | Sell |
6,110
-20
| -0.3% | -$3.37K | 0.38% | 54 |
|
|
2025
Q2 | $1.12M | Hold |
6,130
| – | – | 0.48% | 47 |
|
|
2025
Q1 | $973K | Buy |
6,130
+391
| +7% | +$55.4K | 0.45% | 49 |
|
|
2024
Q4 | $691K | Buy |
5,739
+83
| +1% | +$10.5K | 0.31% | 57 |
|
|
2024
Q3 | $687K | Sell |
5,656
-1,000
| -15% | -$116K | 0.31% | 57 |
|
|
2024
Q2 | $674K | Buy |
6,656
+550
| +9% | +$53.8K | 0.33% | 53 |
|
|
2024
Q1 | $559K | Hold |
6,106
| – | – | 0.3% | 60 |
|
|
2023
Q4 | $574K | Hold |
6,106
| – | – | 0.33% | 54 |
|
|
2023
Q3 | $565K | Hold |
6,106
| – | – | 0.35% | 50 |
|
|
2023
Q2 | $596K | Hold |
6,106
| – | – | 0.34% | 56 |
|
|
2023
Q1 | $594K | Hold |
6,106
| – | – | 0.36% | 52 |
|
|
2022
Q4 | $618K | Sell |
6,106
-247
| -4% | -$23.3K | 0.38% | 52 |
|
|
2022
Q3 | $527K | Hold |
6,353
| – | – | 0.35% | 54 |
|
|
2022
Q2 | $627K | Hold |
6,353
| – | – | 0.39% | 49 |
|
|
2022
Q1 | $597K | Sell |
6,353
-371
| -6% | -$37.1K | 0.31% | 59 |
|
|
2021
Q4 | $639K | Buy |
6,724
+50
| +0.7% | +$4.67K | 0.32% | 59 |
|
|
2021
Q3 | $633K | Buy |
6,674
+400
| +6% | +$40.2K | 0.37% | 53 |
|
|
2021
Q2 | $622K | Hold |
6,274
| – | – | 0.36% | 56 |
|
|
2021
Q1 | $557K | Hold |
6,274
| – | – | 0.34% | 54 |
|
|
2020
Q4 | $519K | Sell |
6,274
-1,654
| -21% | -$129K | 0.31% | 54 |
|
|
2020
Q3 | $595 | Sell |
7,928
-143
| -2% | -$11K | 0.22% | 56 |
|
|
2020
Q2 | $565K | Hold |
8,071
| – | – | 0.4% | 47 |
|
|
2020
Q1 | $589K | Hold |
8,071
| – | – | 0.49% | 39 |
|
|
2019
Q4 | $687K | Buy |
8,071
+2,180
| +37% | +$180K | 0.46% | 42 |
|
|
2019
Q3 | $447K | Hold |
5,891
| – | – | 0.33% | 58 |
|
|
2019
Q2 | $463K | Buy |
5,891
+68
| +1% | +$5.62K | 0.35% | 49 |
|
|
2019
Q1 | $515K | Hold |
5,823
| – | – | 0.41% | 50 |
|
|
2018
Q4 | $389K | Hold |
5,823
| – | – | 0.42% | 45 |
|
|
2018
Q3 | $475K | Buy |
+5,823
| New | +$478K | 0.43% | 42 |
|
|
2018
Q1 | $579K | Buy |
5,823
+420
| +8% | +$43.7K | 0.5% | 38 |
|
|
2017
Q4 | $571K | Hold |
5,403
| – | – | 0.48% | 40 |
|
|
2017
Q3 | $600K | Sell |
5,403
-199
| -4% | -$23.2K | 0.53% | 35 |
|
|
2017
Q2 | $570K | Sell |
5,602
-172
| -3% | -$19.9K | 0.59% | 36 |
|
|
2017
Q1 | $652K | Buy |
5,774
+72
| +1% | +$7.43K | 0.6% | 35 |
|
|
2016
Q4 | $522K | Buy |
+5,702
| New | +$528K | 0.5% | 37 |
|
Other funds holding PM
Smith Shellnut Wilson's PM Position: Q3 2025 in Review
Smith Shellnut Wilson reduced its Philip Morris (PM) stake by 0.33% in Q3 2025, selling an estimated $3.37K and leaving 6,110 shares worth $991K. The position accounts for 0.38% of the portfolio, ranked #54.
Smith Shellnut Wilson first reported a position in PM in Q4 2016 and has held it in 35 quarters since. The position peaked at $1.12M in Q2 2025. 2,731 funds tracked by Wall St. Rank hold PM as of Q3 2025.
- Smith Shellnut Wilson held 6,110 shares of Philip Morris worth $991K as of Q3 2025.
- Smith Shellnut Wilson sold 20 Philip Morris shares in Q3 2025, an estimated $3.37K.
- Philip Morris made up 0.38% of Smith Shellnut Wilson's portfolio in Q3 2025, its #54 holding.
- Smith Shellnut Wilson first reported a position in Philip Morris in Q4 2016 and has held it in 35 quarters since.
- Smith Shellnut Wilson's Philip Morris position peaked at $1.12M in Q2 2025.
- 2,731 funds tracked by Wall St. Rank held Philip Morris as of Q3 2025.
Based on Smith Shellnut Wilson's 13F filing for Q3 2025, filed 27 Oct 2025.