Valmark Advisers’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 | $968K | Sell |
5,353
-109
| -2% | -$18.9K | 0.01% | 361 |
|
|
2026
Q1 | $903K | Sell |
5,462
-62
| -1% | -$10.8K | 0.01% | 366 |
|
|
2025
Q4 | $886K | Buy |
5,524
+21
| +0.4% | +$3.25K | 0.01% | 355 |
|
|
2025
Q3 | $893K | Buy |
5,503
+69
| +1% | +$11.6K | 0.01% | 349 |
|
|
2025
Q2 | $990K | Buy |
5,434
+779
| +17% | +$134K | 0.01% | 335 |
|
|
2025
Q1 | $739K | Buy |
4,655
+185
| +4% | +$26.2K | 0.01% | 365 |
|
|
2024
Q4 | $538K | Buy |
4,470
+688
| +18% | +$86.8K | 0.01% | 402 |
|
|
2024
Q3 | $459K | Buy |
3,782
+265
| +8% | +$30.8K | 0.01% | 429 |
|
|
2024
Q2 | $356K | Sell |
3,517
-796
| -18% | -$77.8K | 0.01% | 444 |
|
|
2024
Q1 | $395K | Buy |
4,313
+69
| +2% | +$6.36K | 0.01% | 414 |
|
|
2023
Q4 | $399K | Sell |
4,244
-511
| -11% | -$47.1K | 0.01% | 387 |
|
|
2023
Q3 | $440K | Sell |
4,755
-30
| -0.6% | -$2.89K | 0.01% | 344 |
|
|
2023
Q2 | $467K | Sell |
4,785
-21,922
| -82% | -$2.09M | 0.01% | 341 |
|
|
2023
Q1 | $2.6M | Buy |
26,707
+642
| +2% | +$64K | 0.06% | 120 |
|
|
2022
Q4 | $2.64M | Buy |
26,065
+645
| +3% | +$60.9K | 0.06% | 118 |
|
|
2022
Q3 | $2.11M | Sell |
25,420
-123
| -0.5% | -$11.7K | 0.04% | 118 |
|
|
2022
Q2 | $2.52M | Sell |
25,543
-70
| -0.3% | -$7.14K | 0.05% | 104 |
|
|
2022
Q1 | $2.41M | Buy |
25,613
+60
| +0.2% | +$6K | 0.04% | 109 |
|
|
2021
Q4 | $2.43M | Buy |
25,553
+1,029
| +4% | +$96.2K | 0.04% | 107 |
|
|
2021
Q3 | $2.33M | Buy |
24,524
+930
| +4% | +$93.5K | 0.04% | 106 |
|
|
2021
Q2 | $2.34M | Sell |
23,594
-124
| -0.5% | -$11.9K | 0.04% | 105 |
|
|
2021
Q1 | $2.1M | Buy |
23,718
+957
| +4% | +$81.3K | 0.04% | 107 |
|
|
2020
Q4 | $1.88M | Buy |
22,761
+138
| +0.6% | +$10.7K | 0.04% | 107 |
|
|
2020
Q3 | $1.7M | Buy |
22,623
+104
| +0.5% | +$8.02K | 0.04% | 92 |
|
|
2020
Q2 | $1.58M | Buy |
22,519
+36
| +0.2% | +$2.63K | 0.04% | 89 |
|
|
2020
Q1 | $1.64M | Sell |
22,483
-905
| -4% | -$74.5K | 0.04% | 74 |
|
|
2019
Q4 | $1.99M | Sell |
23,388
-1,003
| -4% | -$82.7K | 0.04% | 66 |
|
|
2019
Q3 | $1.85M | Buy |
24,391
+1,493
| +7% | +$118K | 0.04% | 69 |
|
|
2019
Q2 | $1.8M | Buy |
22,898
+297
| +1% | +$24.5K | 0.04% | 67 |
|
|
2019
Q1 | $2M | Sell |
22,601
-3
| -0% | -$242 | 0.04% | 59 |
|
|
2018
Q4 | $1.51M | Buy |
22,604
+112
| +0.5% | +$9.35K | 0.04% | 62 |
|
|
2018
Q3 | $1.83M | Sell |
22,492
-364
| -2% | -$29.9K | 0.04% | 52 |
|
|
2018
Q2 | $1.84M | Buy |
22,856
+1
| +0% | +$85 | 0.04% | 54 |
|
|
2018
Q1 | $2.27M | Sell |
22,855
-1,011
| -4% | -$105K | 0.05% | 49 |
|
|
2017
Q4 | $2.52M | Buy |
+23,866
| New | +$2.54M | 0.05% | 46 |
|
Other funds holding PM
Valmark Advisers's PM Position: Q2 2026 in Review
Valmark Advisers reduced its Philip Morris (PM) stake by 2% in Q2 2026, selling an estimated $18.9K and leaving 5,353 shares worth $968K. The position accounts for 0.01% of the portfolio, ranked #361.
Valmark Advisers first reported a position in PM in Q4 2017 and has held it in 35 quarters since. The position peaked at $2.64M in Q4 2022. 2,918 funds tracked by Wall St. Rank hold PM as of Q2 2026.
- Valmark Advisers held 5,353 shares of Philip Morris worth $968K as of Q2 2026.
- Valmark Advisers sold 109 Philip Morris shares in Q2 2026, an estimated $18.9K.
- Philip Morris made up 0.01% of Valmark Advisers's portfolio in Q2 2026, its #361 holding.
- Valmark Advisers first reported a position in Philip Morris in Q4 2017 and has held it in 35 quarters since.
- Valmark Advisers's Philip Morris position peaked at $2.64M in Q4 2022.
- 2,918 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.
Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.