Stifel Financial
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Stifel Financial’s Philip Morris PM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$246M Sell
1,350,002
-51,312
-4% -$9.35M 0.24% 93
2025
Q1
$222M Sell
1,401,314
-443,500
-24% -$70.4M 0.24% 93
2024
Q4
$222M Sell
1,844,814
-15,938
-0.9% -$1.92M 0.23% 96
2024
Q3
$226M Sell
1,860,752
-43,418
-2% -$5.27M 0.24% 97
2024
Q2
$193M Buy
1,904,170
+90,086
+5% +$9.13M 0.22% 102
2024
Q1
$166M Buy
1,814,084
+199,737
+12% +$18.3M 0.19% 125
2023
Q4
$152M Sell
1,614,347
-4,889
-0.3% -$460K 0.19% 122
2023
Q3
$150M Sell
1,619,236
-1,186
-0.1% -$110K 0.21% 107
2023
Q2
$158M Buy
1,620,422
+11,626
+0.7% +$1.13M 0.22% 105
2023
Q1
$156M Buy
1,608,796
+21,861
+1% +$2.13M 0.22% 108
2022
Q4
$161M Buy
1,586,935
+17,642
+1% +$1.79M 0.24% 96
2022
Q3
$130M Buy
1,569,293
+49,222
+3% +$4.09M 0.21% 111
2022
Q2
$150M Buy
1,520,071
+51,095
+3% +$5.05M 0.23% 101
2022
Q1
$138M Buy
1,468,976
+28,871
+2% +$2.71M 0.19% 126
2021
Q4
$137M Buy
1,440,105
+36,417
+3% +$3.46M 0.18% 126
2021
Q3
$133M Buy
1,403,688
+10,841
+0.8% +$1.03M 0.2% 118
2021
Q2
$138M Buy
1,392,847
+31,526
+2% +$3.12M 0.21% 113
2021
Q1
$121M Sell
1,361,321
-14,339
-1% -$1.27M 0.2% 113
2020
Q4
$114M Sell
1,375,660
-43,348
-3% -$3.59M 0.2% 112
2020
Q3
$106M Sell
1,419,008
-48,409
-3% -$3.63M 0.22% 110
2020
Q2
$103M Sell
1,467,417
-312,962
-18% -$21.9M 0.24% 107
2020
Q1
$130M Sell
1,780,379
-205,645
-10% -$15M 0.36% 79
2019
Q4
$169M Buy
1,986,024
+63,566
+3% +$5.41M 0.35% 74
2019
Q3
$146M Buy
1,922,458
+68,814
+4% +$5.23M 0.37% 57
2019
Q2
$146M Sell
1,853,644
-14,763
-0.8% -$1.16M 0.38% 57
2019
Q1
$165M Buy
1,868,407
+341,634
+22% +$30.2M 0.47% 43
2018
Q4
$102M Sell
1,526,773
-24,040
-2% -$1.6M 0.33% 70
2018
Q3
$126M Buy
1,550,813
+93,309
+6% +$7.61M 0.36% 60
2018
Q2
$118M Buy
1,457,504
+90,583
+7% +$7.32M 0.36% 61
2018
Q1
$136M Buy
1,366,921
+44,108
+3% +$4.38M 0.43% 46
2017
Q4
$140M Buy
1,322,813
+8,866
+0.7% +$936K 0.44% 43
2017
Q3
$146M Buy
1,313,947
+52,175
+4% +$5.79M 0.51% 39
2017
Q2
$148M Buy
1,261,772
+41,406
+3% +$4.87M 0.55% 33
2017
Q1
$138M Buy
1,220,366
+48,615
+4% +$5.49M 0.53% 33
2016
Q4
$107M Buy
1,171,751
+79,661
+7% +$7.28M 0.45% 43
2016
Q3
$106M Sell
1,092,090
-68,194
-6% -$6.62M 0.48% 35
2016
Q2
$118M Sell
1,160,284
-85,772
-7% -$8.72M 0.55% 29
2016
Q1
$122M Buy
1,246,056
+55,595
+5% +$5.45M 0.65% 25
2015
Q4
$105M Buy
1,190,461
+85,607
+8% +$7.53M 0.54% 30
2015
Q3
$87.7M Buy
1,104,854
+191,473
+21% +$15.2M 0.49% 39
2015
Q2
$73.1M Buy
913,381
+48,556
+6% +$3.89M 0.38% 53
2015
Q1
$65.2M Buy
864,825
+14,332
+2% +$1.08M 0.36% 54
2014
Q4
$69.3M Buy
850,493
+124,035
+17% +$10.1M 0.38% 46
2014
Q3
$60.6M Buy
726,458
+144,768
+25% +$12.1M 0.53% 23
2014
Q2
$49M Buy
581,690
+10,134
+2% +$854K 0.44% 31
2014
Q1
$46.8M Buy
+571,556
New +$46.8M 0.45% 31