Stifel Financial’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 | $260M | Buy |
1,434,462
+61,061
| +4% | +$10.6M | 0.22% | 110 |
|
|
2026
Q1 | $227M | Buy |
1,373,401
+15,320
| +1% | +$2.66M | 0.21% | 113 |
|
|
2025
Q4 | $218M | Sell |
1,358,081
-46,621
| -3% | -$7.22M | 0.2% | 123 |
|
|
2025
Q3 | $228M | Buy |
1,404,702
+54,700
| +4% | +$9.2M | 0.21% | 115 |
|
|
2025
Q2 | $246M | Sell |
1,350,002
-51,312
| -4% | -$8.81M | 0.24% | 93 |
|
|
2025
Q1 | $222M | Sell |
1,401,314
-443,500
| -24% | -$62.8M | 0.24% | 93 |
|
|
2024
Q4 | $222M | Sell |
1,844,814
-15,938
| -0.9% | -$2.01M | 0.23% | 96 |
|
|
2024
Q3 | $226M | Sell |
1,860,752
-43,418
| -2% | -$5.04M | 0.24% | 97 |
|
|
2024
Q2 | $193M | Buy |
1,904,170
+90,086
| +5% | +$8.81M | 0.22% | 102 |
|
|
2024
Q1 | $166M | Buy |
1,814,084
+199,737
| +12% | +$18.4M | 0.19% | 125 |
|
|
2023
Q4 | $152M | Sell |
1,614,347
-4,889
| -0.3% | -$450K | 0.19% | 122 |
|
|
2023
Q3 | $150M | Sell |
1,619,236
-1,186
| -0.1% | -$114K | 0.21% | 107 |
|
|
2023
Q2 | $158M | Buy |
1,620,422
+11,626
| +0.7% | +$1.11M | 0.22% | 105 |
|
|
2023
Q1 | $156M | Buy |
1,608,796
+21,861
| +1% | +$2.18M | 0.22% | 108 |
|
|
2022
Q4 | $161M | Buy |
1,586,935
+17,642
| +1% | +$1.66M | 0.24% | 96 |
|
|
2022
Q3 | $130M | Buy |
1,569,293
+49,222
| +3% | +$4.69M | 0.21% | 111 |
|
|
2022
Q2 | $150M | Buy |
1,520,071
+51,095
| +3% | +$5.21M | 0.23% | 101 |
|
|
2022
Q1 | $138M | Buy |
1,468,976
+28,871
| +2% | +$2.89M | 0.19% | 126 |
|
|
2021
Q4 | $137M | Buy |
1,440,105
+36,417
| +3% | +$3.4M | 0.18% | 126 |
|
|
2021
Q3 | $133M | Buy |
1,403,688
+10,841
| +0.8% | +$1.09M | 0.2% | 118 |
|
|
2021
Q2 | $138M | Buy |
1,392,847
+31,526
| +2% | +$3.02M | 0.21% | 113 |
|
|
2021
Q1 | $121M | Sell |
1,361,321
-14,339
| -1% | -$1.22M | 0.2% | 113 |
|
|
2020
Q4 | $114M | Sell |
1,375,660
-43,348
| -3% | -$3.37M | 0.2% | 112 |
|
|
2020
Q3 | $106M | Sell |
1,419,008
-48,409
| -3% | -$3.73M | 0.22% | 110 |
|
|
2020
Q2 | $103M | Sell |
1,467,417
-312,962
| -18% | -$22.8M | 0.24% | 107 |
|
|
2020
Q1 | $130M | Sell |
1,780,379
-205,645
| -10% | -$16.9M | 0.36% | 79 |
|
|
2019
Q4 | $169M | Buy |
1,986,024
+63,566
| +3% | +$5.24M | 0.35% | 74 |
|
|
2019
Q3 | $146M | Buy |
1,922,458
+68,814
| +4% | +$5.45M | 0.37% | 57 |
|
|
2019
Q2 | $146M | Sell |
1,853,644
-14,763
| -0.8% | -$1.22M | 0.38% | 57 |
|
|
2019
Q1 | $165M | Buy |
1,868,407
+341,634
| +22% | +$27.5M | 0.47% | 43 |
|
|
2018
Q4 | $102M | Sell |
1,526,773
-24,040
| -2% | -$2.01M | 0.33% | 70 |
|
|
2018
Q3 | $126M | Buy |
1,550,813
+93,309
| +6% | +$7.66M | 0.36% | 60 |
|
|
2018
Q2 | $118M | Buy |
1,457,504
+90,583
| +7% | +$7.69M | 0.36% | 61 |
|
|
2018
Q1 | $136M | Buy |
1,366,921
+44,108
| +3% | +$4.59M | 0.43% | 46 |
|
|
2017
Q4 | $140M | Buy |
1,322,813
+8,866
| +0.7% | +$945K | 0.44% | 43 |
|
|
2017
Q3 | $146M | Buy |
1,313,947
+52,175
| +4% | +$6.07M | 0.51% | 39 |
|
|
2017
Q2 | $148M | Buy |
1,261,772
+41,406
| +3% | +$4.8M | 0.55% | 33 |
|
|
2017
Q1 | $138M | Buy |
1,220,366
+48,615
| +4% | +$5.02M | 0.53% | 33 |
|
|
2016
Q4 | $107M | Buy |
1,171,751
+79,661
| +7% | +$7.38M | 0.45% | 43 |
|
|
2016
Q3 | $106M | Sell |
1,092,090
-68,194
| -6% | -$6.83M | 0.48% | 35 |
|
|
2016
Q2 | $118M | Sell |
1,160,284
-85,772
| -7% | -$8.55M | 0.55% | 29 |
|
|
2016
Q1 | $122M | Buy |
1,246,056
+55,595
| +5% | +$5.1M | 0.65% | 25 |
|
|
2015
Q4 | $105M | Buy |
1,190,461
+85,607
| +8% | +$7.43M | 0.54% | 30 |
|
|
2015
Q3 | $87.7M | Buy |
1,104,854
+191,473
| +21% | +$15.8M | 0.49% | 39 |
|
|
2015
Q2 | $73.1M | Buy |
913,381
+48,556
| +6% | +$3.99M | 0.38% | 53 |
|
|
2015
Q1 | $65.2M | Buy |
864,825
+14,332
| +2% | +$1.16M | 0.36% | 54 |
|
|
2014
Q4 | $69.3M | Buy |
850,493
+124,035
| +17% | +$10.7M | 0.38% | 46 |
|
|
2014
Q3 | $60.6M | Buy |
726,458
+144,768
| +25% | +$12.2M | 0.53% | 23 |
|
|
2014
Q2 | $49M | Buy |
581,690
+10,134
| +2% | +$872K | 0.44% | 31 |
|
|
2014
Q1 | $46.8M | Buy |
+571,556
| New | +$46.2M | 0.45% | 31 |
|
Other funds holding PM
Stifel Financial's PM Position: Q2 2026 in Review
Stifel Financial increased its Philip Morris (PM) stake by 4.4% in Q2 2026, buying an estimated $10.6M and bringing the position to 1,434,462 shares worth $260M. The position accounts for 0.22% of the portfolio, ranked #110.
Stifel Financial first reported a position in PM in Q1 2014 and has held it in 50 quarters since. 2,918 funds tracked by Wall St. Rank hold PM as of Q2 2026.
- Stifel Financial held 1,434,462 shares of Philip Morris worth $260M as of Q2 2026.
- Stifel Financial bought 61,061 Philip Morris shares in Q2 2026, an estimated $10.6M.
- Philip Morris made up 0.22% of Stifel Financial's portfolio in Q2 2026, its #110 holding.
- Stifel Financial first reported a position in Philip Morris in Q1 2014 and has held it in 50 quarters since.
- 2,918 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.
Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.