Toth Financial Advisory’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 | $541K | Sell |
2,988
-146
| -5% | -$25.3K | 0.05% | 172 |
|
|
2026
Q1 | $518K | Sell |
3,134
-32
| -1% | -$5.56K | 0.06% | 161 |
|
|
2025
Q4 | $508K | Buy |
3,166
+5
| +0.2% | +$775 | 0.06% | 165 |
|
|
2025
Q3 | $513K | Hold |
3,161
| – | – | 0.06% | 164 |
|
|
2025
Q2 | $576K | Sell |
3,161
-24
| -0.8% | -$4.12K | 0.07% | 151 |
|
|
2025
Q1 | $506K | Sell |
3,185
-33
| -1% | -$4.67K | 0.06% | 154 |
|
|
2024
Q4 | $387K | Sell |
3,218
-495
| -13% | -$62.4K | 0.05% | 173 |
|
|
2024
Q3 | $451K | Sell |
3,713
-288
| -7% | -$33.5K | 0.05% | 164 |
|
|
2024
Q2 | $405K | Sell |
4,001
-19
| -0.5% | -$1.86K | 0.05% | 164 |
|
|
2024
Q1 | $368K | Sell |
4,020
-35
| -0.9% | -$3.23K | 0.05% | 175 |
|
|
2023
Q4 | $381K | Sell |
4,055
-112
| -3% | -$10.3K | 0.05% | 176 |
|
|
2023
Q3 | $386K | Buy |
4,167
+146
| +4% | +$14.1K | 0.06% | 159 |
|
|
2023
Q2 | $393K | Sell |
4,021
-5
| -0.1% | -$478 | 0.06% | 154 |
|
|
2023
Q1 | $392K | Hold |
4,026
| – | – | 0.06% | 154 |
|
|
2022
Q4 | $407K | Sell |
4,026
-335
| -8% | -$31.6K | 0.07% | 162 |
|
|
2022
Q3 | $362K | Sell |
4,361
-4,480
| -51% | -$427K | 0.07% | 148 |
|
|
2022
Q2 | $873K | Buy |
8,841
+4,409
| +99% | +$450K | 0.15% | 110 |
|
|
2022
Q1 | $416K | Sell |
4,432
-73
| -2% | -$7.3K | 0.06% | 163 |
|
|
2021
Q4 | $428K | Sell |
4,505
-111
| -2% | -$10.4K | 0.06% | 179 |
|
|
2021
Q3 | $438K | Sell |
4,616
-84
| -2% | -$8.45K | 0.07% | 163 |
|
|
2021
Q2 | $466K | Sell |
4,700
-302
| -6% | -$29K | 0.07% | 154 |
|
|
2021
Q1 | $444K | Sell |
5,002
-354
| -7% | -$30.1K | 0.07% | 169 |
|
|
2020
Q4 | $443K | Buy |
5,356
+413
| +8% | +$32.2K | 0.08% | 143 |
|
|
2020
Q3 | $371K | Sell |
4,943
-803
| -14% | -$62K | 0.07% | 146 |
|
|
2020
Q2 | $403K | Sell |
5,746
-254
| -4% | -$18.5K | 0.09% | 128 |
|
|
2020
Q1 | $438K | Sell |
6,000
-739
| -11% | -$60.8K | 0.13% | 102 |
|
|
2019
Q4 | $573K | Sell |
6,739
-163
| -2% | -$13.4K | 0.12% | 120 |
|
|
2019
Q3 | $524K | Sell |
6,902
-35
| -0.5% | -$2.77K | 0.11% | 109 |
|
|
2019
Q2 | $545K | Sell |
6,937
-80
| -1% | -$6.61K | 0.12% | 101 |
|
|
2019
Q1 | $620K | Buy |
7,017
+40
| +0.6% | +$3.22K | 0.15% | 98 |
|
|
2018
Q4 | $466K | Sell |
6,977
-620
| -8% | -$51.8K | 0.13% | 99 |
|
|
2018
Q3 | $619K | Sell |
7,597
-65
| -0.8% | -$5.34K | 0.14% | 106 |
|
|
2018
Q2 | $619K | Sell |
7,662
-130
| -2% | -$11K | 0.15% | 110 |
|
|
2018
Q1 | $774K | Buy |
7,792
+442
| +6% | +$46K | 0.19% | 101 |
|
|
2017
Q4 | $777K | Sell |
7,350
-338
| -4% | -$36K | 0.18% | 100 |
|
|
2017
Q3 | $853K | Sell |
7,688
-190
| -2% | -$22.1K | 0.22% | 98 |
|
|
2017
Q2 | $925K | Hold |
7,878
| – | – | 0.24% | 87 |
|
|
2017
Q1 | $889K | Sell |
7,878
-198
| -2% | -$20.4K | 0.24% | 93 |
|
|
2016
Q4 | $739K | Sell |
8,076
-160
| -2% | -$14.8K | 0.21% | 97 |
|
|
2016
Q3 | $801K | Buy |
8,236
+125
| +2% | +$12.5K | 0.24% | 89 |
|
|
2016
Q2 | $825K | Buy |
8,111
+35
| +0.4% | +$3.49K | 0.25% | 85 |
|
|
2016
Q1 | $792K | Sell |
8,076
-80
| -1% | -$7.33K | 0.26% | 74 |
|
|
2015
Q4 | $717K | Sell |
8,156
-110
| -1% | -$9.55K | 0.24% | 74 |
|
|
2015
Q3 | $656K | Hold |
8,266
| – | – | 0.24% | 73 |
|
|
2015
Q2 | $663K | Hold |
8,266
| – | – | 0.22% | 81 |
|
|
2015
Q1 | $623K | Sell |
8,266
-95
| -1% | -$7.71K | 0.21% | 83 |
|
|
2014
Q4 | $681K | Hold |
8,361
| – | – | 0.24% | 79 |
|
|
2014
Q3 | $697K | Sell |
8,361
-201
| -2% | -$17K | 0.26% | 71 |
|
|
2014
Q2 | $722K | Hold |
8,562
| – | – | 0.27% | 69 |
|
|
2014
Q1 | $701K | Sell |
8,562
-395
| -4% | -$31.9K | 0.28% | 67 |
|
|
2013
Q4 | $780K | Sell |
8,957
-175
| -2% | -$15.3K | 0.33% | 66 |
|
|
2013
Q3 | $791K | Hold |
9,132
| – | – | 0.37% | 66 |
|
|
2013
Q2 | $791K | Buy |
+9,132
| New | +$849K | 0.39% | 63 |
|
Other funds holding PM
Toth Financial Advisory's PM Position: Q2 2026 in Review
Toth Financial Advisory reduced its Philip Morris (PM) stake by 4.7% in Q2 2026, selling an estimated $25.3K and leaving 2,988 shares worth $541K. The position accounts for 0.05% of the portfolio, ranked #172.
Toth Financial Advisory first reported a position in PM in Q2 2013 and has held it in 53 quarters since. The position peaked at $925K in Q2 2017. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.
- Toth Financial Advisory held 2,988 shares of Philip Morris worth $541K as of Q2 2026.
- Toth Financial Advisory sold 146 Philip Morris shares in Q2 2026, an estimated $25.3K.
- Philip Morris made up 0.05% of Toth Financial Advisory's portfolio in Q2 2026, its #172 holding.
- Toth Financial Advisory first reported a position in Philip Morris in Q2 2013 and has held it in 53 quarters since.
- Toth Financial Advisory's Philip Morris position peaked at $925K in Q2 2017.
- 2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.
Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.