Strategic Wealth Partners’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
Q1 | $15.4M | Buy |
93,038
+5,263
| +6% | +$915K | 1.07% | 22 |
|
|
2025
Q4 | $14.1M | Buy |
87,775
+3,337
| +4% | +$517K | 0.96% | 24 |
|
|
2025
Q3 | $13.7M | Buy |
84,438
+7,837
| +10% | +$1.32M | 1.02% | 19 |
|
|
2025
Q2 | $14M | Buy |
+76,601
| New | +$13.2M | 1.1% | 20 |
|
|
2024
Q4 | $11M | Buy |
73,646
+16,542
| +29% | +$2.09M | 0.91% | 30 |
|
|
2024
Q3 | $6.93M | Buy |
57,104
+1,674
| +3% | +$195K | 0.67% | 53 |
|
|
2024
Q2 | $5.62M | Buy |
55,430
+1,366
| +3% | +$134K | 0.59% | 58 |
|
|
2024
Q1 | $4.95M | Buy |
54,064
+14,375
| +36% | +$1.33M | 0.54% | 62 |
|
|
2023
Q4 | $3.73M | Buy |
39,689
+9,282
| +31% | +$855K | 0.46% | 73 |
|
|
2023
Q3 | $2.82M | Buy |
30,407
+302
| +1% | +$29.1K | 0.37% | 78 |
|
|
2023
Q2 | $2.94M | Buy |
30,105
+1,254
| +4% | +$120K | 0.38% | 80 |
|
|
2023
Q1 | $2.81M | Buy |
28,851
+2,086
| +8% | +$208K | 0.43% | 66 |
|
|
2022
Q4 | $2.71M | Buy |
26,765
+2,924
| +12% | +$276K | 0.5% | 57 |
|
|
2022
Q3 | $1.98M | Buy |
23,841
+1,165
| +5% | +$111K | 0.42% | 82 |
|
|
2022
Q2 | $2.24M | Buy |
22,676
+2,936
| +15% | +$299K | 0.48% | 73 |
|
|
2022
Q1 | $1.85M | Buy |
19,740
+3,691
| +23% | +$369K | 0.36% | 92 |
|
|
2021
Q4 | $1.52M | Buy |
16,049
+2,246
| +16% | +$210K | 0.29% | 112 |
|
|
2021
Q3 | $1.31M | Buy |
13,803
+1,454
| +12% | +$146K | 0.38% | 77 |
|
|
2021
Q2 | $1.22M | Sell |
12,349
-731
| -6% | -$70.1K | 0.4% | 68 |
|
|
2021
Q1 | $1.16M | Sell |
13,080
-704
| -5% | -$59.8K | 0.46% | 57 |
|
|
2020
Q4 | $1.14M | Sell |
13,784
-670
| -5% | -$52.2K | 0.48% | 62 |
|
|
2020
Q3 | $1.08M | Buy |
14,454
+1,386
| +11% | +$107K | 0.55% | 57 |
|
|
2020
Q2 | $916K | Buy |
13,068
+1,348
| +12% | +$98.3K | 0.47% | 65 |
|
|
2020
Q1 | $997K | Hold |
11,720
| – | – | 0.52% | 56 |
|
|
2019
Q4 | $997K | Sell |
11,720
-1,183
| -9% | -$97.5K | 0.52% | 56 |
|
|
2019
Q3 | $126K | Buy |
12,903
+12,396
| +2,445% | +$982K | 0.65% | 46 |
|
|
2019
Q2 | $39K | Sell |
507
-140
| -22% | -$11.6K | 0.02% | 253 |
|
|
2019
Q1 | $57K | Sell |
647
-117
| -15% | -$9.42K | 0.03% | 224 |
|
|
2018
Q4 | $54K | Sell |
764
-70
| -8% | -$5.85K | 0.03% | 220 |
|
|
2018
Q3 | $68K | Sell |
834
-87
| -9% | -$7.14K | 0.04% | 211 |
|
|
2018
Q2 | $185K | Sell |
921
-5,623
| -86% | -$477K | 0.11% | 142 |
|
|
2018
Q1 | $650K | Sell |
6,544
-686
| -9% | -$71.5K | 0.34% | 103 |
|
|
2017
Q4 | $741K | Buy |
+7,230
| New | +$770K | 0.41% | 91 |
|
Other funds holding PM
VCM
Strategic Wealth Partners's PM Position: Q1 2026 in Review
Strategic Wealth Partners increased its Philip Morris (PM) stake by 6% in Q1 2026, buying an estimated $915K and bringing the position to 93,038 shares worth $15.4M. The position accounts for 1.07% of the portfolio, ranked #22.
Strategic Wealth Partners first reported a position in PM in Q4 2017 and has held it in 33 quarters since. 2,852 funds tracked by Wall St. Rank hold PM as of Q1 2026.
- Strategic Wealth Partners held 93,038 shares of Philip Morris worth $15.4M as of Q1 2026.
- Strategic Wealth Partners bought 5,263 Philip Morris shares in Q1 2026, an estimated $915K.
- Philip Morris made up 1.07% of Strategic Wealth Partners's portfolio in Q1 2026, its #22 holding.
- Strategic Wealth Partners first reported a position in Philip Morris in Q4 2017 and has held it in 33 quarters since.
- 2,852 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.
Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.