WealthPLAN Partners’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 | – | Sell |
-1,716
| Closed | -$275K | – | 254 |
|
|
2025
Q4 | $275K | Buy |
1,716
+174
| +11% | +$27K | 0.04% | 240 |
|
|
2025
Q3 | $250K | Buy |
1,542
+31
| +2% | +$5.22K | 0.04% | 230 |
|
|
2025
Q2 | $275K | Sell |
1,511
-292
| -16% | -$50.1K | 0.04% | 227 |
|
|
2025
Q1 | $286K | Buy |
1,803
+45
| +3% | +$6.37K | 0.04% | 219 |
|
|
2024
Q4 | $212K | Buy |
1,758
+30
| +2% | +$3.79K | 0.03% | 233 |
|
|
2024
Q3 | $210K | Buy |
+1,728
| New | +$201K | 0.03% | 248 |
|
|
2023
Q3 | – | Sell |
-1,717
| Closed | -$168K | – | 914 |
|
|
2023
Q2 | $168K | Sell |
1,717
-59
| -3% | -$5.64K | 0.02% | 320 |
|
|
2023
Q1 | $173K | Sell |
1,776
-743
| -29% | -$74K | 0.02% | 332 |
|
|
2022
Q4 | $256K | Buy |
+2,519
| New | +$238K | 0.02% | 335 |
|
|
2022
Q1 | $229K | Sell |
2,289
-189
| -8% | -$18.9K | 0.02% | 359 |
|
|
2021
Q4 | $255K | Sell |
2,478
-90
| -4% | -$8.41K | 0.02% | 342 |
|
|
2021
Q3 | $232K | Buy |
+2,568
| New | +$258K | 0.02% | 348 |
|
|
2020
Q1 | – | Sell |
-3,606
| Closed | -$317K | – | 276 |
|
|
2019
Q4 | $317K | Buy |
3,606
+312
| +9% | +$25.7K | 0.04% | 196 |
|
|
2019
Q3 | $279K | Sell |
3,294
-72
| -2% | -$5.71K | 0.04% | 199 |
|
|
2019
Q2 | $283K | Sell |
3,366
-2,509
| -43% | -$207K | 0.04% | 193 |
|
|
2019
Q1 | $502K | Sell |
5,875
-360
| -6% | -$29K | 0.08% | 165 |
|
|
2018
Q4 | $521K | Buy |
6,235
+808
| +15% | +$67.5K | 0.08% | 147 |
|
|
2018
Q3 | $470K | Buy |
5,427
+595
| +12% | +$48.8K | 0.09% | 150 |
|
|
2018
Q2 | $390K | Sell |
4,832
-2,075
| -30% | -$176K | 0.08% | 168 |
|
|
2018
Q1 | $687K | Buy |
6,907
+2,391
| +53% | +$249K | 0.15% | 118 |
|
|
2017
Q4 | $477K | Buy |
4,516
+1,041
| +30% | +$111K | 0.13% | 132 |
|
|
2017
Q3 | $386K | Buy |
3,475
+444
| +15% | +$51.7K | 0.11% | 129 |
|
|
2017
Q2 | $356K | Buy |
3,031
+2,926
| +2,787% | +$339K | 0.1% | 125 |
|
|
2017
Q1 | $11.9K | Buy |
+105
| New | +$10.8K | 0.04% | 245 |
|
|
2016
Q3 | $415K | Sell |
4,323
-2,509
| -37% | -$251K | 0.14% | 94 |
|
|
2016
Q2 | $357K | Buy |
+6,832
| New | +$681K | 0.05% | 256 |
|
|
2015
Q4 | $183K | Buy |
+6,954
| New | +$604K | 0.03% | 283 |
|
|
2015
Q2 | $265K | Sell |
3,310
-8
| -0.2% | -$658 | 0.12% | 81 |
|
|
2015
Q1 | $250K | Buy |
+3,318
| New | +$269K | 0.12% | 103 |
|
Other funds holding PM
WealthPLAN Partners's PM Position: Q1 2026 in Review
WealthPLAN Partners sold out of Philip Morris (PM) in Q1 2026, closing a stake of 1,716 shares — an estimated $275K sold.
WealthPLAN Partners first reported a position in PM in Q1 2015 and held it in 29 quarters. The position peaked at $687K in Q1 2018. 2,865 funds tracked by Wall St. Rank hold PM as of Q1 2026.
- WealthPLAN Partners reported no remaining Philip Morris position as of Q1 2026 after selling out during the quarter.
- WealthPLAN Partners sold 1,716 Philip Morris shares in Q1 2026, an estimated $275K.
- WealthPLAN Partners first reported a position in Philip Morris in Q1 2015 and held it in 29 quarters.
- WealthPLAN Partners's Philip Morris position peaked at $687K in Q1 2018.
- 2,865 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.
Based on WealthPLAN Partners's 13F filing for Q1 2026, filed 29 Apr 2026.