Van Hulzen Asset Management’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 | $900K | Buy |
5,442
+1,420
| +35% | +$247K | 0.07% | 181 |
|
|
2025
Q4 | $645K | Buy |
4,022
+102
| +3% | +$15.8K | 0.05% | 197 |
|
|
2025
Q3 | $636K | Buy |
3,920
+127
| +3% | +$21.4K | 0.05% | 203 |
|
|
2025
Q2 | $691K | Buy |
3,793
+237
| +7% | +$40.7K | 0.06% | 186 |
|
|
2025
Q1 | $565K | Sell |
3,556
-28
| -0.8% | -$3.97K | 0.05% | 199 |
|
|
2024
Q4 | $431K | Hold |
3,584
| – | – | 0.03% | 233 |
|
|
2024
Q3 | $435K | Sell |
3,584
-113
| -3% | -$13.1K | 0.03% | 223 |
|
|
2024
Q2 | $375K | Buy |
3,697
+1,357
| +58% | +$133K | 0.03% | 225 |
|
|
2024
Q1 | $214K | Buy |
+2,340
| New | +$216K | 0.01% | 301 |
|
|
2022
Q3 | – | Sell |
-74,638
| Closed | -$7.37M | – | 299 |
|
|
2022
Q2 | $7.37M | Buy |
+74,638
| New | +$7.61M | 0.88% | 34 |
|
|
2020
Q1 | – | Sell |
-2,583
| Closed | -$220K | – | 289 |
|
|
2019
Q4 | $220K | Sell |
2,583
-300
| -10% | -$24.7K | 0.04% | 252 |
|
|
2019
Q3 | $219K | Sell |
2,883
-200
| -6% | -$15.8K | 0.05% | 243 |
|
|
2019
Q2 | $242K | Buy |
3,083
+396
| +15% | +$32.7K | 0.05% | 228 |
|
|
2019
Q1 | $238K | Buy |
+2,687
| New | +$216K | 0.06% | 203 |
|
|
2018
Q4 | – | Sell |
-2,600
| Closed | -$212K | – | 240 |
|
|
2018
Q3 | $212K | Hold |
2,600
| – | – | 0.06% | 212 |
|
|
2018
Q2 | $210K | Buy |
2,600
+500
| +24% | +$42.4K | 0.06% | 181 |
|
|
2018
Q1 | $209K | Hold |
2,100
| – | – | 0.06% | 179 |
|
|
2017
Q4 | $222K | Hold |
2,100
| – | – | 0.07% | 187 |
|
|
2017
Q3 | $233K | Sell |
2,100
-96
| -4% | -$11.2K | 0.08% | 153 |
|
|
2017
Q2 | $258K | Buy |
2,196
+274
| +14% | +$31.7K | 0.1% | 112 |
|
|
2017
Q1 | $217K | Sell |
1,922
-610
| -24% | -$62.9K | 0.1% | 115 |
|
|
2016
Q4 | $232K | Buy |
2,532
+600
| +31% | +$55.6K | 0.11% | 114 |
|
|
2016
Q3 | $188K | Sell |
1,932
-20
| -1% | -$2K | 0.1% | 112 |
|
|
2016
Q2 | $199K | Sell |
1,952
-1,340
| -41% | -$134K | 0.11% | 106 |
|
|
2016
Q1 | $323K | Sell |
3,292
-25,895
| -89% | -$2.37M | 0.18% | 87 |
|
|
2015
Q4 | $2.57M | Sell |
29,187
-555
| -2% | -$48.2K | 1.6% | 19 |
|
|
2015
Q3 | $2.36M | Sell |
29,742
-6,403
| -18% | -$527K | 1.52% | 24 |
|
|
2015
Q2 | $2.9M | Buy |
36,145
+1,959
| +6% | +$161K | 1.56% | 17 |
|
|
2015
Q1 | $2.58M | Buy |
34,186
+13,953
| +69% | +$1.13M | 1.58% | 17 |
|
|
2014
Q4 | $1.65M | Buy |
+20,233
| New | +$1.74M | 1.14% | 29 |
|
|
2014
Q2 | – | Sell |
-5,922
| Closed | -$485K | – | 84 |
|
|
2014
Q1 | $485K | Hold |
5,922
| – | – | 0.49% | 57 |
|
|
2013
Q4 | $516K | Buy |
+5,922
| New | +$517K | 0.45% | 62 |
|
Other funds holding PM
VCM
Van Hulzen Asset Management's PM Position: Q1 2026 in Review
Van Hulzen Asset Management increased its Philip Morris (PM) stake by 35% in Q1 2026, buying an estimated $247K and bringing the position to 5,442 shares worth $900K. The position accounts for 0.07% of the portfolio, ranked #181.
Van Hulzen Asset Management first reported a position in PM in Q4 2013 and has held it in 32 quarters since. The position peaked at $7.37M in Q2 2022. 2,855 funds tracked by Wall St. Rank hold PM as of Q1 2026.
- Van Hulzen Asset Management held 5,442 shares of Philip Morris worth $900K as of Q1 2026.
- Van Hulzen Asset Management bought 1,420 Philip Morris shares in Q1 2026, an estimated $247K.
- Philip Morris made up 0.07% of Van Hulzen Asset Management's portfolio in Q1 2026, its #181 holding.
- Van Hulzen Asset Management first reported a position in Philip Morris in Q4 2013 and has held it in 32 quarters since.
- Van Hulzen Asset Management's Philip Morris position peaked at $7.37M in Q2 2022.
- 2,855 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.
Based on Van Hulzen Asset Management's 13F filing for Q1 2026, filed 14 May 2026.