United Services Automobile Association’s Philip Morris PM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-36,264
Closed -$5.63M 769
2025
Q1
$5.63M Sell
36,264
-466,285
-93% -$66M 0.17% 71
2024
Q4
$60.5M Hold
502,549
1.97% 16
2024
Q3
$61M Sell
502,549
-160,212
-24% -$18.6M 1.56% 16
2024
Q2
$67.2M Sell
662,761
-19,854
-3% -$1.94M 1.7% 16
2024
Q1
$62.5M Hold
682,615
1.54% 19
2023
Q4
$64.2M Buy
682,615
+337,897
+98% +$31.1M 1.42% 17
2023
Q3
$31.9M Buy
344,718
+6,169
+2% +$594K 0.8% 26
2023
Q2
$33M Buy
338,549
+385
+0.1% +$36.8K 0.95% 28
2023
Q1
$32.9M Sell
338,164
-21,932
-6% -$2.19M 1.06% 25
2022
Q4
$36.4M Sell
360,096
-2,603
-0.7% -$246K 0.83% 30
2022
Q3
$30.1M Buy
362,699
+2,257
+0.6% +$215K 0.84% 29
2022
Q2
$35.6M Sell
360,442
-210,867
-37% -$21.5M 0.93% 30
2022
Q1
$53.7M Hold
571,309
1% 16
2021
Q4
$54.3M Sell
571,309
-2,700
-0.5% -$252K 0.91% 19
2021
Q3
$54.4M Hold
574,009
0.95% 19
2021
Q2
$56.9M Sell
574,009
-11,817
-2% -$1.13M 1.04% 19
2021
Q1
$52M Sell
585,826
-41,757
-7% -$3.55M 0.95% 25
2020
Q4
$51.9M Buy
627,583
+41,757
+7% +$3.25M 0.88% 25
2020
Q3
$43.9M Buy
585,826
+53,534
+10% +$4.13M 0.85% 28
2020
Q2
$37.8M Sell
532,292
-113,551
-18% -$8.28M 0.8% 27
2020
Q1
$48.5M Buy
645,843
+38,706
+6% +$3.19M 0.65% 33
2019
Q4
$51.5M Sell
607,137
-3,471
-0.6% -$286K 0.59% 36
2019
Q3
$46.4M Sell
610,608
-1,175,932
-66% -$93.2M 0.58% 35
2019
Q2
$140M Buy
1,786,540
+346,020
+24% +$28.6M 0.35% 59
2019
Q1
$127M Buy
1,440,520
+48,205
+3% +$3.88M 0.33% 67
2018
Q4
$93M Sell
1,392,315
-26,501
-2% -$2.21M 0.27% 90
2018
Q3
$116M Sell
1,418,816
-24,924
-2% -$2.05M 0.29% 85
2018
Q2
$117M Sell
1,443,740
-80,124
-5% -$6.8M 0.31% 78
2018
Q1
$151M Buy
1,523,864
+116,341
+8% +$12.1M 0.41% 48
2017
Q4
$149M Buy
1,407,523
+18,486
+1% +$1.97M 0.41% 52
2017
Q3
$154M Buy
1,389,037
+22,305
+2% +$2.6M 0.45% 43
2017
Q2
$161M Sell
1,366,732
-82,076
-6% -$9.51M 0.49% 40
2017
Q1
$164M Sell
1,448,808
-46,112
-3% -$4.76M 0.52% 37
2016
Q4
$137M Sell
1,494,920
-21,610
-1% -$2M 0.46% 47
2016
Q3
$147M Sell
1,516,530
-24,037
-2% -$2.41M 0.5% 42
2016
Q2
$157M Buy
1,540,567
+21,060
+1% +$2.1M 0.56% 36
2016
Q1
$149M Sell
1,519,507
-120,595
-7% -$11.1M 0.54% 35
2015
Q4
$144M Buy
1,640,102
+56,581
+4% +$4.91M 0.51% 38
2015
Q3
$126M Buy
1,583,521
+72,570
+5% +$5.97M 0.47% 41
2015
Q2
$121M Sell
1,510,951
-32,055
-2% -$2.64M 0.42% 44
2015
Q1
$116M Sell
1,543,006
-53,715
-3% -$4.36M 0.41% 52
2014
Q4
$130M Buy
1,596,721
+62,171
+4% +$5.34M 0.46% 46
2014
Q3
$128M Buy
1,534,550
+12,616
+0.8% +$1.07M 0.46% 44
2014
Q2
$128M Sell
1,521,934
-85,084
-5% -$7.33M 0.47% 49
2014
Q1
$132M Buy
1,607,018
+85,756
+6% +$6.93M 0.51% 38
2013
Q4
$133M Buy
1,521,262
+57,409
+4% +$5.01M 0.53% 35
2013
Q3
$127M Buy
1,463,853
+10,173
+0.7% +$889K 0.54% 32
2013
Q2
$126M Buy
+1,453,680
New +$135M 0.59% 29

Other funds holding PM

United Services Automobile Association's PM Position: Q2 2025 in Review

United Services Automobile Association sold out of Philip Morris (PM) in Q2 2025, closing a stake of 36,264 shares — an estimated $5.63M sold.

United Services Automobile Association first reported a position in PM in Q2 2013 and held it in 48 quarters. The position peaked at $164M in Q1 2017. 2,842 funds tracked by Wall St. Rank hold PM as of Q2 2025.

  • United Services Automobile Association reported no remaining Philip Morris position as of Q2 2025 after selling out during the quarter.
  • United Services Automobile Association sold 36,264 Philip Morris shares in Q2 2025, an estimated $5.63M.
  • United Services Automobile Association first reported a position in Philip Morris in Q2 2013 and held it in 48 quarters.
  • United Services Automobile Association's Philip Morris position peaked at $164M in Q1 2017.
  • 2,842 funds tracked by Wall St. Rank held Philip Morris as of Q2 2025.

Based on United Services Automobile Association's 13F filing for Q2 2025, filed 15 Aug 2025.