Wills Financial Group’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 | $731K | Hold |
3,892
| – | – | 0.28% | 54 |
|
|
2025
Q4 | $624K | Buy |
3,892
+129
| +3% | +$20K | 0.24% | 55 |
|
|
2025
Q3 | $610K | Buy |
3,763
+100
| +3% | +$16.8K | 0.25% | 47 |
|
|
2025
Q2 | $667K | Hold |
3,663
| – | – | 0.29% | 45 |
|
|
2025
Q1 | $581K | Hold |
3,663
| – | – | 0.26% | 47 |
|
|
2024
Q4 | $441K | Buy |
3,663
+200
| +6% | +$25.2K | 0.19% | 51 |
|
|
2024
Q3 | $420K | Hold |
3,463
| – | – | 0.18% | 50 |
|
|
2024
Q2 | $351K | Buy |
3,463
+50
| +1% | +$4.89K | 0.16% | 51 |
|
|
2024
Q1 | $313K | Hold |
3,413
| – | – | 0.15% | 53 |
|
|
2023
Q4 | $321K | Sell |
3,413
-882
| -21% | -$81.3K | 0.16% | 48 |
|
|
2023
Q3 | $398K | Sell |
4,295
-35
| -0.8% | -$3.37K | 0.22% | 53 |
|
|
2023
Q2 | $423K | Sell |
4,330
-175
| -4% | -$16.7K | 0.21% | 52 |
|
|
2023
Q1 | $438K | Hold |
4,505
| – | – | 0.24% | 51 |
|
|
2022
Q4 | $456K | Sell |
4,505
-215
| -5% | -$20.3K | 0.25% | 47 |
|
|
2022
Q3 | $392K | Sell |
4,720
-530
| -10% | -$50.5K | 0.22% | 47 |
|
|
2022
Q2 | $518K | Hold |
5,250
| – | – | 0.25% | 49 |
|
|
2022
Q1 | $493K | Sell |
5,250
-1,634
| -24% | -$163K | 0.21% | 51 |
|
|
2021
Q4 | $654K | Buy |
6,884
+1,723
| +33% | +$161K | 0.26% | 52 |
|
|
2021
Q3 | $489K | Buy |
5,161
+1,381
| +37% | +$139K | 0.22% | 52 |
|
|
2021
Q2 | $374K | Buy |
+3,780
| New | +$363K | 0.16% | 58 |
|
|
2018
Q3 | – | Sell |
-4,037
| Closed | -$326K | – | 70 |
|
|
2018
Q2 | $326K | Sell |
4,037
-288
| -7% | -$24.4K | 0.24% | 61 |
|
|
2018
Q1 | $429K | Sell |
4,325
-279
| -6% | -$29.1K | 0.32% | 52 |
|
|
2017
Q4 | $486K | Sell |
4,604
-188
| -4% | -$20K | 0.34% | 52 |
|
|
2017
Q3 | $532K | Sell |
4,792
-2,389
| -33% | -$278K | 0.39% | 48 |
|
|
2017
Q2 | $843K | Buy |
7,181
+11
| +0.2% | +$1.27K | 0.63% | 44 |
|
|
2017
Q1 | $810K | Sell |
7,170
-181
| -2% | -$18.7K | 0.62% | 43 |
|
|
2016
Q4 | $673K | Sell |
7,351
-97
| -1% | -$8.99K | 0.55% | 44 |
|
|
2016
Q3 | $724K | Buy |
7,448
+636
| +9% | +$63.7K | 0.63% | 40 |
|
|
2016
Q2 | $693K | Buy |
6,812
+12
| +0.2% | +$1.2K | 0.58% | 43 |
|
|
2016
Q1 | $667K | Sell |
6,800
-187
| -3% | -$17.1K | 0.58% | 43 |
|
|
2015
Q4 | $614K | Sell |
6,987
-64
| -0.9% | -$5.56K | 0.54% | 45 |
|
|
2015
Q3 | $559K | Buy |
7,051
+15
| +0.2% | +$1.24K | 0.52% | 48 |
|
|
2015
Q2 | $564K | Buy |
7,036
+633
| +10% | +$52.1K | 0.48% | 49 |
|
|
2015
Q1 | $482K | Hold |
6,403
| – | – | 0.4% | 53 |
|
|
2014
Q4 | $521K | Hold |
6,403
| – | – | 0.42% | 51 |
|
|
2014
Q3 | $534K | Sell |
6,403
-156
| -2% | -$13.2K | 0.45% | 50 |
|
|
2014
Q2 | $553K | Buy |
6,559
+460
| +8% | +$39.6K | 0.46% | 52 |
|
|
2014
Q1 | $499K | Hold |
6,099
| – | – | 0.47% | 48 |
|
|
2013
Q4 | $531K | Buy |
+6,099
| New | +$533K | 0.55% | 46 |
|
Other funds holding PM
VCM
Wills Financial Group's PM Position: Q1 2026 in Review
Wills Financial Group held its Philip Morris (PM) position steady in Q1 2026 at 3,892 shares worth $731K. The position accounts for 0.28% of the portfolio, ranked #54.
Wills Financial Group first reported a position in PM in Q4 2013 and has held it in 39 quarters since. The position peaked at $843K in Q2 2017. 2,852 funds tracked by Wall St. Rank hold PM as of Q1 2026.
- Wills Financial Group held 3,892 shares of Philip Morris worth $731K as of Q1 2026.
- Wills Financial Group left its Philip Morris share count unchanged in Q1 2026.
- Philip Morris made up 0.28% of Wills Financial Group's portfolio in Q1 2026, its #54 holding.
- Wills Financial Group first reported a position in Philip Morris in Q4 2013 and has held it in 39 quarters since.
- Wills Financial Group's Philip Morris position peaked at $843K in Q2 2017.
- 2,852 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.
Based on Wills Financial Group's 13F filing for Q1 2026, filed 14 May 2026.