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Successful Portfolios’s Philip Morris PM Stock Holding History

Successful Portfolios’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 		$351K Hold
1,937
– – 0.16% 122
2026
Q1 		$320K Sell
1,937
-916
-32% -$159K 0.18% 120
2025
Q4 		$464K Buy
2,853
+675
+31% +$105K 0.24% 87
2025
Q3 		$353K Hold
2,178
– – 0.21% 101
2025
Q2 		$397K Hold
2,178
– – 0.24% 86
2025
Q1 		$346K Hold
2,178
– – 0.24% 90
2024
Q4 		$262K Sell
2,178
-14
-0.6% -$1.77K 0.18% 119
2024
Q3 		$266K Sell
2,192
-14
-0.6% -$1.63K 0.18% 120
2024
Q2 		$224K Sell
2,206
-72
-3% -$7.04K 0.16% 136
2024
Q1 		$209K Sell
2,278
-1,121
-33% -$103K 0.14% 155
2023
Q4 		$320K Buy
3,399
+307
+10% +$28.3K 0.24% 96
2023
Q3 		$286K Hold
3,092
– – 0.25% 94
2023
Q2 		$302K Sell
3,092
-150
-5% -$14.3K 0.26% 85
2023
Q1 		$315K Sell
3,242
-405
-11% -$40.4K 0.2% 130
2022
Q4 		$369K Buy
3,647
+150
+4% +$14.2K 0.24% 112
2022
Q3 		$290K Hold
3,497
– – 0.21% 128
2022
Q2 		$345K Sell
3,497
-1
-0% -$102 0.23% 114
2022
Q1 		$329K Sell
3,498
-2
-0.1% -$200 0.19% 137
2021
Q4 		$333K Buy
3,500
+100
+3% +$9.35K 0.18% 133
2021
Q3 		$322K Hold
3,400
– – 0.19% 132
2021
Q2 		$337K Hold
3,400
– – 0.2% 125
2021
Q1 		$302K Hold
3,400
– – 0.2% 131
2020
Q4 		$281K Hold
3,400
– – 0.2% 132
2020
Q3 		$255K Hold
3,400
– – 0.2% 130
2020
Q2 		$238K Buy
3,400
+87
+3% +$6.34K 0.21% 130
2020
Q1 		$242K Sell
3,313
-319
-9% -$26.3K 0.24% 111
2019
Q4 		$309K Sell
3,632
-7
-0.2% -$577 0.28% 103
2019
Q3 		$276K Buy
3,639
+497
+16% +$39.4K 0.26% 109
2019
Q2 		$247K Sell
3,142
-10
-0.3% -$826 0.27% 108
2019
Q1 		$279K Buy
3,152
+10
+0.3% +$805 0.31% 99
2018
Q4 		$210K Sell
3,142
-100
-3% -$8.35K 0.27% 111
2018
Q3 		$264K Buy
3,242
+10
+0.3% +$821 0.29% 108
2018
Q2 		$261K Buy
3,232
+65
+2% +$5.52K 0.3% 104
2018
Q1 		$315K Sell
3,167
-58
-2% -$6.04K 0.38% 86
2017
Q4 		$341K Buy
+3,225
New +$344K 0.42% 80

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

Successful Portfolios's PM Position: Q2 2026 in Review

Successful Portfolios held its Philip Morris (PM) position steady in Q2 2026 at 1,937 shares worth $351K. The position accounts for 0.16% of the portfolio, ranked #122.

Successful Portfolios first reported a position in PM in Q4 2017 and has held it in 35 quarters since. The position peaked at $464K in Q4 2025. 508 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Successful Portfolios held 1,937 shares of Philip Morris worth $351K as of Q2 2026.
  • Successful Portfolios left its Philip Morris share count unchanged in Q2 2026.
  • Philip Morris made up 0.16% of Successful Portfolios's portfolio in Q2 2026, its #122 holding.
  • Successful Portfolios first reported a position in Philip Morris in Q4 2017 and has held it in 35 quarters since.
  • Successful Portfolios's Philip Morris position peaked at $464K in Q4 2025.
  • 508 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Successful Portfolios's 13F filing for Q2 2026, filed 14 Jul 2026.