SC
PM icon

Stolper & Co’s Philip Morris PM Stock Holding History

Stolper & Co’s Portfolio PM Stock Details PM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.11M Sell
17,188
-45,607
-73% -$7.91M 0.8% 36
2026
Q1 		$1.76M Buy
62,795
+45,800
+269% +$7.96M 0.5% 56
2025
Q4 		$2.73M Buy
16,995
+140
+0.8% +$21.7K 0.8% 36
2025
Q3 		$2.73M Buy
16,855
+119
+0.7% +$20K 0.83% 34
2025
Q2 		$3.05M Sell
16,736
-61
-0.4% -$10.5K 1% 31
2025
Q1 		$2.67M Sell
16,797
-143
-0.8% -$20.3K 0.87% 34
2024
Q4 		$2.04M Buy
16,940
+50
+0.3% +$6.31K 0.68% 42
2024
Q3 		$2.05M Sell
16,890
-183
-1% -$21.3K 0.67% 44
2024
Q2 		$1.73M Buy
17,073
+165
+1% +$16.1K 0.61% 50
2024
Q1 		$1.55M Buy
16,908
+257
+2% +$23.7K 0.56% 53
2023
Q4 		$1.57M Sell
16,651
-210
-1% -$19.3K 0.63% 48
2023
Q3 		$1.56M Buy
16,861
+364
+2% +$35K 0.68% 45
2023
Q2 		$1.61M Buy
16,497
+252
+2% +$24.1K 0.68% 49
2023
Q1 		$1.58M Buy
16,245
+282
+2% +$28.1K 0.68% 52
2022
Q4 		$1.62M Sell
15,963
-2,827
-15% -$267K 0.71% 47
2022
Q3 		$1.56M Buy
18,790
+1,384
+8% +$132K 0.77% 50
2022
Q2 		$1.72M Buy
17,406
+773
+5% +$78.8K 0.81% 48
2022
Q1 		$1.56M Buy
16,633
+631
+4% +$63.1K 0.66% 55
2021
Q4 		$1.52M Buy
16,002
+300
+2% +$28K 0.68% 46
2021
Q3 		$1.49M Buy
15,702
+104
+0.7% +$10.5K 0.71% 47
2021
Q2 		$1.55M Buy
15,598
+299
+2% +$28.7K 0.73% 43
2021
Q1 		$1.36M Sell
15,299
-8
-0.1% -$679 0.7% 46
2020
Q4 		$1.27M Buy
15,307
+380
+3% +$29.6K 0.71% 46
2020
Q3 		$1.12M Sell
14,927
-965
-6% -$74.4K 0.72% 44
2020
Q2 		$1.11M Sell
15,892
-974
-6% -$71K 0.73% 48
2020
Q1 		$1.23M Buy
+16,866
New +$1.39M 0.88% 43

Other funds holding PM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CIPU
Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return
NONA
Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Stolper & Co's PM Position: Q2 2026 in Review

Stolper & Co reduced its Philip Morris (PM) stake by 73% in Q2 2026, selling an estimated $7.91M and leaving 17,188 shares worth $3.11M. The position accounts for 0.8% of the portfolio, ranked #36.

Stolper & Co first reported a position in PM in Q1 2020 and has held it in 26 quarters since. 600 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Stolper & Co held 17,188 shares of Philip Morris worth $3.11M as of Q2 2026.
  • Stolper & Co sold 45,607 Philip Morris shares in Q2 2026, an estimated $7.91M.
  • Philip Morris made up 0.8% of Stolper & Co's portfolio in Q2 2026, its #36 holding.
  • Stolper & Co first reported a position in Philip Morris in Q1 2020 and has held it in 26 quarters since.
  • 600 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Stolper & Co's 13F filing for Q2 2026, filed 14 Jul 2026.