West Paces Advisors’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 | $579K | Buy |
3,203
+337
| +12% | +$58.4K | 0.1% | 93 |
|
|
2026
Q1 | $474K | Buy |
2,866
+1,401
| +96% | +$243K | 0.09% | 96 |
|
|
2025
Q4 | $235K | Buy |
1,465
+164
| +13% | +$25.4K | 0.05% | 147 |
|
|
2025
Q3 | $211K | Buy |
1,301
+90
| +7% | +$15.1K | 0.04% | 146 |
|
|
2025
Q2 | $221K | Hold |
1,211
| – | – | 0.05% | 142 |
|
|
2025
Q1 | $192K | Hold |
1,211
| – | – | 0.04% | 138 |
|
|
2024
Q4 | $146K | Hold |
1,211
| – | – | 0.04% | 165 |
|
|
2024
Q3 | $147K | Sell |
1,211
-186
| -13% | -$21.6K | 0.04% | 169 |
|
|
2024
Q2 | $142K | Hold |
1,397
| – | – | 0.04% | 151 |
|
|
2024
Q1 | $128K | Buy |
1,397
+28
| +2% | +$2.58K | 0.03% | 164 |
|
|
2023
Q4 | $129K | Sell |
1,369
-13
| -0.9% | -$1.2K | 0.04% | 153 |
|
|
2023
Q3 | $128K | Sell |
1,382
-160
| -10% | -$15.4K | 0.04% | 146 |
|
|
2023
Q2 | $151K | Hold |
1,542
| – | – | 0.04% | 143 |
|
|
2023
Q1 | $150K | Buy |
1,542
+24
| +2% | +$2.39K | 0.05% | 140 |
|
|
2022
Q4 | $154K | Sell |
1,518
-178
| -10% | -$16.8K | 0.05% | 132 |
|
|
2022
Q3 | $141K | Hold |
1,696
| – | – | 0.05% | 139 |
|
|
2022
Q2 | $167K | Hold |
1,696
| – | – | 0.06% | 131 |
|
|
2022
Q1 | $159K | Buy |
1,696
+5
| +0.3% | +$500 | 0.05% | 137 |
|
|
2021
Q4 | $161K | Sell |
1,691
-111
| -6% | -$10.4K | 0.05% | 130 |
|
|
2021
Q3 | $171K | Buy |
1,802
+1,075
| +148% | +$108K | 0.06% | 123 |
|
|
2021
Q2 | $72.1K | Buy |
727
+60
| +9% | +$5.76K | 0.03% | 178 |
|
|
2021
Q1 | $59.2K | Sell |
667
-50
| -7% | -$4.25K | 0.02% | 176 |
|
|
2020
Q4 | $59.4K | Sell |
717
-22
| -3% | -$1.71K | 0.03% | 171 |
|
|
2020
Q3 | $55.4K | Hold |
739
| – | – | 0.03% | 170 |
|
|
2020
Q2 | $51.8K | Buy |
739
+50
| +7% | +$3.65K | 0.03% | 171 |
|
|
2020
Q1 | $50.3K | Sell |
689
-186
| -21% | -$15.3K | 0.03% | 167 |
|
|
2019
Q4 | $74.5K | Hold |
875
| – | – | 0.04% | 163 |
|
|
2019
Q3 | $66.4K | Hold |
875
| – | – | 0.04% | 161 |
|
|
2019
Q2 | $68.7K | Sell |
875
-849
| -49% | -$70.1K | 0.04% | 155 |
|
|
2019
Q1 | $152K | Hold |
1,724
| – | – | 0.11% | 113 |
|
|
2018
Q4 | $115K | Hold |
1,724
| – | – | 0.09% | 124 |
|
|
2018
Q3 | $141K | Sell |
1,724
-6,646
| -79% | -$546K | 0.1% | 120 |
|
|
2018
Q2 | $676K | Sell |
8,370
-1,183
| -12% | -$100K | 0.51% | 50 |
|
|
2018
Q1 | $950K | Sell |
9,553
-153
| -2% | -$15.9K | 0.71% | 27 |
|
|
2017
Q4 | $1.03M | Sell |
9,706
-17
| -0.2% | -$1.81K | 0.76% | 25 |
|
|
2017
Q3 | $1.08M | Sell |
9,723
-217
| -2% | -$25.3K | 0.81% | 23 |
|
|
2017
Q2 | $1.17M | Sell |
9,940
-7
| -0.1% | -$811 | 0.93% | 20 |
|
|
2017
Q1 | $1.12M | Buy |
9,947
+850
| +9% | +$87.7K | 0.9% | 24 |
|
|
2016
Q4 | $832K | Buy |
+9,097
| New | +$843K | 0.78% | 27 |
|
Other funds holding PM
West Paces Advisors's PM Position: Q2 2026 in Review
West Paces Advisors increased its Philip Morris (PM) stake by 12% in Q2 2026, buying an estimated $58.4K and bringing the position to 3,203 shares worth $579K. The position accounts for 0.1% of the portfolio, ranked #93.
West Paces Advisors first reported a position in PM in Q4 2016 and has held it in 39 quarters since. The position peaked at $1.17M in Q2 2017. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.
- West Paces Advisors held 3,203 shares of Philip Morris worth $579K as of Q2 2026.
- West Paces Advisors bought 337 Philip Morris shares in Q2 2026, an estimated $58.4K.
- Philip Morris made up 0.1% of West Paces Advisors's portfolio in Q2 2026, its #93 holding.
- West Paces Advisors first reported a position in Philip Morris in Q4 2016 and has held it in 39 quarters since.
- West Paces Advisors's Philip Morris position peaked at $1.17M in Q2 2017.
- 2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.
Based on West Paces Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.