WG
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Welch Group’s Philip Morris PM Stock Holding History

Welch Group’s Portfolio PM Stock Details PM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.93M Buy
21,747
+281
+1% +$48.7K 0.13% 70
2026
Q1 		$3.55M Sell
21,466
-314
-1% -$54.6K 0.13% 72
2025
Q4 		$3.49M Buy
21,780
+64
+0.3% +$9.91K 0.13% 72
2025
Q3 		$3.52M Buy
21,716
+60
+0.3% +$10.1K 0.14% 64
2025
Q2 		$3.94M Buy
21,656
+59
+0.3% +$10.1K 0.16% 61
2025
Q1 		$3.35M Buy
21,597
+11
+0.1% +$1.56K 0.15% 61
2024
Q4 		$2.59M Buy
21,586
+9
+0% +$1.14K 0.12% 67
2024
Q3 		$2.62M Buy
21,577
+10
+0% +$1.16K 0.11% 65
2024
Q2 		$2.19M Buy
21,567
+311
+1% +$30.4K 0.11% 66
2024
Q1 		$1.95M Buy
21,256
+835
+4% +$77K 0.1% 67
2023
Q4 		$1.92M Buy
20,421
+13
+0.1% +$1.2K 0.1% 70
2023
Q3 		$1.89M Buy
20,408
+10
+0% +$962 0.11% 65
2023
Q2 		$1.99M Buy
20,398
+9
+0% +$860 0.11% 66
2023
Q1 		$1.98M Buy
20,389
+11
+0.1% +$1.1K 0.12% 64
2022
Q4 		$2.06M Buy
20,378
+104
+0.5% +$9.81K 0.12% 69
2022
Q3 		$1.68M Buy
20,274
+546
+3% +$52.1K 0.11% 66
2022
Q2 		$1.95M Sell
19,728
-36
-0.2% -$3.67K 0.12% 64
2022
Q1 		$1.86M Sell
19,764
-68
-0.3% -$6.8K 0.11% 70
2021
Q4 		$1.88M Buy
19,832
+2
+0% +$187 0.11% 72
2021
Q3 		$1.88M Sell
19,830
-62
-0.3% -$6.24K 0.13% 68
2021
Q2 		$1.97M Sell
19,892
-27
-0.1% -$2.59K 0.13% 66
2021
Q1 		$1.77M Buy
19,919
+2,245
+13% +$191K 0.13% 65
2020
Q4 		$1.46M Buy
17,674
+809
+5% +$63K 0.12% 62
2020
Q3 		$1.26M Sell
16,865
-2,586
-13% -$200K 0.11% 57
2020
Q2 		$1.36M Buy
19,451
+2,373
+14% +$173K 0.13% 52
2020
Q1 		$1.25M Buy
17,078
+11,296
+195% +$930K 0.13% 53
2019
Q4 		$492K Buy
5,782
+1,080
+23% +$89K 0.05% 79
2019
Q3 		$357K Buy
4,702
+120
+3% +$9.51K 0.04% 87
2019
Q2 		$360K Sell
4,582
-212
-4% -$17.5K 0.04% 85
2019
Q1 		$424K Sell
4,794
-530
-10% -$42.7K 0.05% 77
2018
Q4 		$355K Sell
5,324
-41
-0.8% -$3.42K 0.04% 81
2018
Q3 		$437 Sell
5,365
-2,379
-31% -$195K 0.05% 79
2018
Q2 		$625K Sell
7,744
-890
-10% -$75.5K 0.08% 60
2018
Q1 		$858K Buy
8,634
+1,551
+22% +$162K 0.11% 56
2017
Q4 		$748K Buy
7,083
+249
+4% +$26.5K 0.12% 55
2017
Q3 		$759K Sell
6,834
-207
-3% -$24.1K 0.13% 52
2017
Q2 		$827K Buy
7,041
+198
+3% +$22.9K 0.14% 53
2017
Q1 		$773K Buy
6,843
+161
+2% +$16.6K 0.15% 48
2016
Q4 		$611K Sell
6,682
-169
-2% -$15.7K 0.12% 55
2016
Q3 		$666K Buy
6,851
+184
+3% +$18.4K 0.13% 55
2016
Q2 		$678K Sell
6,667
-12,636
-65% -$1.26M 0.14% 47
2016
Q1 		$1.89M Sell
19,303
-52
-0.3% -$4.77K 0.32% 42
2015
Q4 		$1.7M Hold
19,355
– – 0.31% 43
2015
Q3 		$1.53M Buy
19,355
+1,643
+9% +$135K 0.3% 42
2015
Q2 		$1.42M Buy
17,712
+125
+0.7% +$10.3K 0.27% 44
2015
Q1 		$1.32K Buy
17,587
+301
+2% +$24.4K 0.24% 44
2014
Q4 		$1.41M Sell
17,286
-65
-0.4% -$5.58K 0.27% 41
2014
Q3 		$1.45M Buy
17,351
+95
+0.6% +$8.04K 0.3% 42
2014
Q2 		$1.46M Buy
17,256
+53
+0.3% +$4.56K 0.3% 44
2014
Q1 		$1.41M Buy
17,203
+81
+0.5% +$6.54K 0.32% 42
2013
Q4 		$1.49M Buy
17,122
+891
+5% +$77.8K 0.34% 39
2013
Q3 		$1.41M Buy
16,231
+144
+0.9% +$12.6K 0.35% 39
2013
Q2 		$1.39M Buy
+16,087
New +$1.49M 0.36% 39

Other funds holding PM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Welch Group's PM Position: Q2 2026 in Review

Welch Group increased its Philip Morris (PM) stake by 1.3% in Q2 2026, buying an estimated $48.7K and bringing the position to 21,747 shares worth $3.93M. The position accounts for 0.13% of the portfolio, ranked #70.

Welch Group first reported a position in PM in Q2 2013 and has held it in 53 quarters since. The position peaked at $3.94M in Q2 2025. 1,241 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Welch Group held 21,747 shares of Philip Morris worth $3.93M as of Q2 2026.
  • Welch Group bought 281 Philip Morris shares in Q2 2026, an estimated $48.7K.
  • Philip Morris made up 0.13% of Welch Group's portfolio in Q2 2026, its #70 holding.
  • Welch Group first reported a position in Philip Morris in Q2 2013 and has held it in 53 quarters since.
  • Welch Group's Philip Morris position peaked at $3.94M in Q2 2025.
  • 1,241 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Welch Group's 13F filing for Q2 2026, filed 23 Jul 2026.