Wedgewood Investors’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 | $2.3M | Sell |
13,939
-60
| -0.4% | -$10.4K | 2.64% | 10 |
|
|
2025
Q4 | $2.25M | Sell |
13,999
-230
| -2% | -$35.6K | 2.56% | 12 |
|
|
2025
Q3 | $2.31M | Sell |
14,229
-325
| -2% | -$54.7K | 2.53% | 11 |
|
|
2025
Q2 | $2.65M | Sell |
14,554
-288
| -2% | -$49.5K | 3.05% | 4 |
|
|
2025
Q1 | $2.36M | Sell |
14,842
-30
| -0.2% | -$4.25K | 2.8% | 5 |
|
|
2024
Q4 | $1.79M | Sell |
14,872
-559
| -4% | -$70.5K | 2.11% | 13 |
|
|
2024
Q3 | $1.87M | Sell |
15,431
-180
| -1% | -$20.9K | 2.05% | 11 |
|
|
2024
Q2 | $1.58M | Buy |
+15,611
| New | +$1.53M | 1.88% | 13 |
|
|
2023
Q4 | $1.51M | Buy |
16,088
+108
| +0.7% | +$9.95K | 1.88% | 11 |
|
|
2023
Q3 | $1.48M | Sell |
15,980
-350
| -2% | -$33.7K | 2% | 10 |
|
|
2023
Q2 | $1.59M | Sell |
16,330
-500
| -3% | -$47.8K | 2.04% | 10 |
|
|
2023
Q1 | $1.64M | Sell |
16,830
-650
| -4% | -$64.8K | 2.14% | 10 |
|
|
2022
Q4 | $1.77M | Sell |
17,480
-50
| -0.3% | -$4.72K | 2.33% | 7 |
|
|
2022
Q3 | $1.46M | Hold |
17,530
| – | – | 2.24% | 8 |
|
|
2022
Q2 | $1.73M | Sell |
17,530
-100
| -0.6% | -$10.2K | 2.45% | 6 |
|
|
2022
Q1 | $1.66M | Sell |
17,630
-200
| -1% | -$20K | 2% | 10 |
|
|
2021
Q4 | $1.69M | Sell |
17,830
-275
| -2% | -$25.7K | 2% | 11 |
|
|
2021
Q3 | $1.72M | Sell |
18,105
-25
| -0.1% | -$2.52K | 2.23% | 7 |
|
|
2021
Q2 | $1.8M | Sell |
18,130
-60
| -0.3% | -$5.76K | 2.26% | 7 |
|
|
2021
Q1 | $1.61M | Buy |
18,190
+150
| +0.8% | +$12.7K | 2.02% | 10 |
|
|
2020
Q4 | $1.49M | Sell |
18,040
-250
| -1% | -$19.5K | 1.95% | 10 |
|
|
2020
Q3 | $1.37M | Sell |
18,290
-875
| -5% | -$67.5K | 2.05% | 11 |
|
|
2020
Q2 | $1.34M | Hold |
19,165
| – | – | 2.17% | 11 |
|
|
2020
Q1 | $1.4M | Sell |
19,165
-750
| -4% | -$61.7K | 2.69% | 7 |
|
|
2019
Q4 | $1.7M | Hold |
19,915
| – | – | 2.42% | 7 |
|
|
2019
Q3 | $1.51M | Hold |
19,915
| – | – | 2.26% | 8 |
|
|
2019
Q2 | $1.56M | Hold |
19,915
| – | – | 2.24% | 8 |
|
|
2019
Q1 | $1.76M | Hold |
19,915
| – | – | 2.73% | 5 |
|
|
2018
Q4 | $1.33M | Buy |
19,915
+66
| +0.3% | +$5.51K | 2.42% | 9 |
|
|
2018
Q3 | $1.62M | Sell |
19,849
-425
| -2% | -$34.9K | 2.56% | 8 |
|
|
2018
Q2 | $1.64M | Sell |
20,274
-175
| -0.9% | -$14.9K | 2.8% | 8 |
|
|
2018
Q1 | $2.03M | Sell |
20,449
-171
| -0.8% | -$17.8K | 1.74% | 12 |
|
|
2017
Q4 | $2.18M | Sell |
20,620
-448
| -2% | -$47.7K | 1.77% | 13 |
|
|
2017
Q3 | $2.34M | Sell |
21,068
-100
| -0.5% | -$11.6K | 1.97% | 12 |
|
|
2017
Q2 | $2.49M | Sell |
21,168
-50
| -0.2% | -$5.79K | 2.14% | 10 |
|
|
2017
Q1 | $2.4M | Hold |
21,218
| – | – | 2.1% | 11 |
|
|
2016
Q4 | $1.94M | Buy |
21,218
+940
| +5% | +$87.1K | 1.79% | 14 |
|
|
2016
Q3 | $1.97M | Hold |
20,278
| – | – | 1.84% | 14 |
|
|
2016
Q2 | $2.06M | Buy |
20,278
+400
| +2% | +$39.9K | 1.96% | 14 |
|
|
2016
Q1 | $1.95M | Sell |
19,878
-100
| -0.5% | -$9.17K | 1.96% | 13 |
|
|
2015
Q4 | $1.76M | Sell |
19,978
-100
| -0.5% | -$8.68K | 1.77% | 14 |
|
|
2015
Q3 | $1.59M | Sell |
20,078
-25
| -0.1% | -$2.06K | 1.63% | 15 |
|
|
2015
Q2 | $1.61M | Hold |
20,103
| – | – | 1.54% | 14 |
|
|
2015
Q1 | $1.51M | Sell |
20,103
-1,700
| -8% | -$138K | 1.47% | 17 |
|
|
2014
Q4 | $1.78M | Buy |
21,803
+240
| +1% | +$20.6K | 1.76% | 14 |
|
|
2014
Q3 | $1.8M | Sell |
21,563
-200
| -0.9% | -$16.9K | 1.86% | 12 |
|
|
2014
Q2 | $1.83M | Buy |
21,763
+160
| +0.7% | +$13.8K | 1.89% | 12 |
|
|
2014
Q1 | $1.77M | Sell |
21,603
-625
| -3% | -$50.5K | 1.91% | 12 |
|
|
2013
Q4 | $1.94M | Sell |
22,228
-900
| -4% | -$78.6K | 2.17% | 12 |
|
|
2013
Q3 | $2M | Hold |
23,128
| – | – | 2.38% | 10 |
|
|
2013
Q2 | $2M | Buy |
+23,128
| New | +$2.15M | 2.58% | 8 |
|
Other funds holding PM
VCM
Wedgewood Investors's PM Position: Q1 2026 in Review
Wedgewood Investors reduced its Philip Morris (PM) stake by 0.43% in Q1 2026, selling an estimated $10.4K and leaving 13,939 shares worth $2.3M. The position accounts for 2.64% of the portfolio, ranked #10.
Wedgewood Investors first reported a position in PM in Q2 2013 and has held it in 51 quarters since. The position peaked at $2.65M in Q2 2025. 2,856 funds tracked by Wall St. Rank hold PM as of Q1 2026.
- Wedgewood Investors held 13,939 shares of Philip Morris worth $2.3M as of Q1 2026.
- Wedgewood Investors sold 60 Philip Morris shares in Q1 2026, an estimated $10.4K.
- Philip Morris made up 2.64% of Wedgewood Investors's portfolio in Q1 2026, its #10 holding.
- Wedgewood Investors first reported a position in Philip Morris in Q2 2013 and has held it in 51 quarters since.
- Wedgewood Investors's Philip Morris position peaked at $2.65M in Q2 2025.
- 2,856 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.
Based on Wedgewood Investors's 13F filing for Q1 2026, filed 5 May 2026.