Welch & Forbes’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 | $2.64M | Sell |
14,603
-4,968
| -25% | -$862K | 0.03% | 168 |
|
|
2026
Q1 | $3.24M | Buy |
19,571
+299
| +2% | +$52K | 0.04% | 152 |
|
|
2025
Q4 | $3.09M | Sell |
19,272
-1,919
| -9% | -$297K | 0.04% | 158 |
|
|
2025
Q3 | $3.44M | Sell |
21,191
-515
| -2% | -$86.6K | 0.04% | 148 |
|
|
2025
Q2 | $3.95M | Buy |
21,706
+88
| +0.4% | +$15.1K | 0.05% | 140 |
|
|
2025
Q1 | $3.43M | Sell |
21,618
-243
| -1% | -$34.4K | 0.04% | 143 |
|
|
2024
Q4 | $2.63M | Buy |
21,861
+1,174
| +6% | +$148K | 0.03% | 166 |
|
|
2024
Q3 | $2.51M | Buy |
20,687
+122
| +0.6% | +$14.2K | 0.03% | 173 |
|
|
2024
Q2 | $2.09M | Sell |
20,565
-5,234
| -20% | -$512K | 0.03% | 180 |
|
|
2024
Q1 | $2.36M | Sell |
25,799
-1,118
| -4% | -$103K | 0.03% | 182 |
|
|
2023
Q4 | $2.53M | Sell |
26,917
-76
| -0.3% | -$7K | 0.04% | 168 |
|
|
2023
Q3 | $2.5M | Sell |
26,993
-540
| -2% | -$52K | 0.04% | 164 |
|
|
2023
Q2 | $2.69M | Sell |
27,533
-764
| -3% | -$73K | 0.04% | 161 |
|
|
2023
Q1 | $2.75M | Sell |
28,297
-475
| -2% | -$47.3K | 0.05% | 153 |
|
|
2022
Q4 | $2.91M | Sell |
28,772
-351
| -1% | -$33.1K | 0.05% | 153 |
|
|
2022
Q3 | $2.42M | Buy |
29,123
+5,883
| +25% | +$561K | 0.05% | 158 |
|
|
2022
Q2 | $2.29M | Buy |
23,240
+689
| +3% | +$70.2K | 0.04% | 166 |
|
|
2022
Q1 | $2.12M | Sell |
22,551
-382
| -2% | -$38.2K | 0.03% | 178 |
|
|
2021
Q4 | $2.18M | Sell |
22,933
-429
| -2% | -$40.1K | 0.03% | 174 |
|
|
2021
Q3 | $2.21M | Buy |
23,362
+229
| +1% | +$23K | 0.04% | 171 |
|
|
2021
Q2 | $2.29M | Sell |
23,133
-976
| -4% | -$93.6K | 0.04% | 167 |
|
|
2021
Q1 | $2.14M | Sell |
24,109
-1,097
| -4% | -$93.2K | 0.04% | 165 |
|
|
2020
Q4 | $2.09M | Buy |
25,206
+1,754
| +7% | +$137K | 0.04% | 162 |
|
|
2020
Q3 | $1.76M | Buy |
23,452
+2,077
| +10% | +$160K | 0.04% | 167 |
|
|
2020
Q2 | $1.5M | Buy |
21,375
+383
| +2% | +$27.9K | 0.04% | 173 |
|
|
2020
Q1 | $1.53M | Sell |
20,992
-1,839
| -8% | -$151K | 0.04% | 160 |
|
|
2019
Q4 | $1.94M | Buy |
22,831
+1,672
| +8% | +$138K | 0.04% | 172 |
|
|
2019
Q3 | $1.61M | Buy |
21,159
+480
| +2% | +$38K | 0.04% | 175 |
|
|
2019
Q2 | $1.62M | Sell |
20,679
-2,149
| -9% | -$178K | 0.04% | 175 |
|
|
2019
Q1 | $2.02M | Sell |
22,828
-730
| -3% | -$58.8K | 0.05% | 168 |
|
|
2018
Q4 | $1.57M | Buy |
23,558
+2,665
| +13% | +$223K | 0.04% | 172 |
|
|
2018
Q3 | $1.7M | Sell |
20,893
-600
| -3% | -$49.3K | 0.04% | 176 |
|
|
2018
Q2 | $1.74M | Sell |
21,493
-925
| -4% | -$78.5K | 0.04% | 172 |
|
|
2018
Q1 | $2.23M | Sell |
22,418
-637
| -3% | -$66.3K | 0.06% | 172 |
|
|
2017
Q4 | $2.44M | Sell |
23,055
-651
| -3% | -$69.4K | 0.07% | 152 |
|
|
2017
Q3 | $2.63M | Buy |
23,706
+649
| +3% | +$75.5K | 0.07% | 153 |
|
|
2017
Q2 | $2.71M | Sell |
23,057
-62
| -0.3% | -$7.18K | 0.08% | 143 |
|
|
2017
Q1 | $2.61M | Buy |
23,119
+92
| +0.4% | +$9.49K | 0.07% | 145 |
|
|
2016
Q4 | $2.11M | Sell |
23,027
-789
| -3% | -$73.1K | 0.06% | 158 |
|
|
2016
Q3 | $2.32M | Buy |
23,816
+32
| +0.1% | +$3.21K | 0.08% | 135 |
|
|
2016
Q2 | $2.42M | Sell |
23,784
-1,926
| -7% | -$192K | 0.07% | 146 |
|
|
2016
Q1 | $2.52M | Hold |
25,710
| – | – | 0.08% | 143 |
|
|
2015
Q4 | $2.26M | Buy |
25,710
+67
| +0.3% | +$5.82K | 0.07% | 147 |
|
|
2015
Q3 | $2.03M | Sell |
25,643
-3
| -0% | -$247 | 0.07% | 157 |
|
|
2015
Q2 | $2.06M | Sell |
25,646
-1,100
| -4% | -$90.5K | 0.06% | 165 |
|
|
2015
Q1 | $2.02M | Sell |
26,746
-1,800
| -6% | -$146K | 0.06% | 167 |
|
|
2014
Q4 | $2.33M | Sell |
28,546
-581
| -2% | -$49.9K | 0.07% | 158 |
|
|
2014
Q3 | $2.43M | Buy |
29,127
+1,065
| +4% | +$90.1K | 0.07% | 158 |
|
|
2014
Q2 | $2.37M | Sell |
28,062
-848
| -3% | -$73K | 0.07% | 148 |
|
|
2014
Q1 | $2.37M | Sell |
28,910
-3,322
| -10% | -$268K | 0.08% | 152 |
|
|
2013
Q4 | $2.81M | Sell |
32,232
-708
| -2% | -$61.8K | 0.09% | 140 |
|
|
2013
Q3 | $2.85M | Sell |
32,940
-269
| -0.8% | -$23.5K | 0.1% | 138 |
|
|
2013
Q2 | $2.88M | Buy |
+33,209
| New | +$3.09M | 0.1% | 134 |
|
Other funds holding PM
Welch & Forbes's PM Position: Q2 2026 in Review
Welch & Forbes reduced its Philip Morris (PM) stake by 25% in Q2 2026, selling an estimated $862K and leaving 14,603 shares worth $2.64M. The position accounts for 0.03% of the portfolio, ranked #168.
Welch & Forbes first reported a position in PM in Q2 2013 and has held it in 53 quarters since. The position peaked at $3.95M in Q2 2025. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.
- Welch & Forbes held 14,603 shares of Philip Morris worth $2.64M as of Q2 2026.
- Welch & Forbes sold 4,968 Philip Morris shares in Q2 2026, an estimated $862K.
- Philip Morris made up 0.03% of Welch & Forbes's portfolio in Q2 2026, its #168 holding.
- Welch & Forbes first reported a position in Philip Morris in Q2 2013 and has held it in 53 quarters since.
- Welch & Forbes's Philip Morris position peaked at $3.95M in Q2 2025.
- 2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.
Based on Welch & Forbes's 13F filing for Q2 2026, filed 30 Jul 2026.