WP 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 | $1.05M | Sell |
5,789
-321
| -5% | -$55.7K | 0.25% | 56 |
|
|
2026
Q1 | $1.01M | Buy |
6,110
+49
| +0.8% | +$8.52K | 0.26% | 57 |
|
|
2025
Q4 | $972K | Sell |
6,061
-353
| -6% | -$54.7K | 0.24% | 55 |
|
|
2025
Q3 | $1.04M | Sell |
6,414
-18
| -0.3% | -$3.03K | 0.26% | 55 |
|
|
2025
Q2 | $1.17M | Buy |
6,432
+171
| +3% | +$29.4K | 0.32% | 48 |
|
|
2025
Q1 | $994K | Sell |
6,261
-189
| -3% | -$26.8K | 0.33% | 52 |
|
|
2024
Q4 | $776K | Sell |
6,450
-5
| -0.1% | -$631 | 0.26% | 61 |
|
|
2024
Q3 | $784K | Sell |
6,455
-1,365
| -17% | -$159K | 0.29% | 58 |
|
|
2024
Q2 | $792K | Buy |
7,820
+276
| +4% | +$27K | 0.25% | 62 |
|
|
2024
Q1 | $691K | Buy |
7,544
+197
| +3% | +$18.2K | 0.23% | 68 |
|
|
2023
Q4 | $691K | Buy |
7,347
+98
| +1% | +$9.03K | 0.26% | 62 |
|
|
2023
Q3 | $671K | Buy |
7,249
+14
| +0.2% | +$1.35K | 0.28% | 60 |
|
|
2023
Q2 | $706K | Sell |
7,235
-535
| -7% | -$51.1K | 0.28% | 58 |
|
|
2023
Q1 | $756K | Sell |
7,770
-689
| -8% | -$68.7K | 0.31% | 57 |
|
|
2022
Q4 | $856K | Buy |
8,459
+119
| +1% | +$11.2K | 0.38% | 53 |
|
|
2022
Q3 | $692K | Buy |
8,340
+211
| +3% | +$20.1K | 0.31% | 59 |
|
|
2022
Q2 | $803K | Buy |
8,129
+96
| +1% | +$9.79K | 0.35% | 53 |
|
|
2022
Q1 | $755K | Sell |
8,033
-106
| -1% | -$10.6K | 0.31% | 58 |
|
|
2021
Q4 | $773K | Buy |
8,139
+97
| +1% | +$9.07K | 0.32% | 59 |
|
|
2021
Q3 | $762K | Sell |
8,042
-137
| -2% | -$13.8K | 0.31% | 55 |
|
|
2021
Q2 | $811K | Buy |
8,179
+469
| +6% | +$45K | 0.34% | 44 |
|
|
2021
Q1 | $684K | Buy |
7,710
+3,803
| +97% | +$323K | 0.3% | 51 |
|
|
2020
Q4 | $323K | Sell |
3,907
-7
| -0.2% | -$545 | 0.16% | 73 |
|
|
2020
Q3 | $294K | Sell |
3,914
-379
| -9% | -$29.2K | 0.18% | 66 |
|
|
2020
Q2 | $301K | Sell |
4,293
-756
| -15% | -$55.1K | 0.21% | 52 |
|
|
2020
Q1 | $368K | Buy |
5,049
+183
| +4% | +$15.1K | 0.36% | 31 |
|
|
2019
Q4 | $414K | Buy |
4,866
+172
| +4% | +$14.2K | 0.43% | 35 |
|
|
2019
Q3 | $356K | Buy |
4,694
+1,425
| +44% | +$113K | 0.41% | 38 |
|
|
2019
Q2 | $257K | Buy |
3,269
+72
| +2% | +$5.95K | 0.29% | 50 |
|
|
2019
Q1 | $283K | Buy |
3,197
+37
| +1% | +$2.98K | 0.31% | 43 |
|
|
2018
Q4 | $211K | Buy |
3,160
+30
| +1% | +$2.51K | 0.21% | 55 |
|
|
2018
Q3 | $255K | Sell |
3,130
-21
| -0.7% | -$1.72K | 0.24% | 49 |
|
|
2018
Q2 | $254K | Buy |
+3,151
| New | +$267K | 0.24% | 48 |
|
|
2017
Q4 | – | Sell |
-1,872
| Closed | -$208K | – | 71 |
|
|
2017
Q3 | $208K | Sell |
1,872
-65
| -3% | -$7.57K | 0.16% | 64 |
|
|
2017
Q2 | $227K | Sell |
1,937
-172
| -8% | -$19.9K | 0.16% | 63 |
|
|
2017
Q1 | $238K | Buy |
+2,109
| New | +$218K | 0.15% | 60 |
|
Other funds holding PM
WP Advisors's PM Position: Q2 2026 in Review
WP Advisors reduced its Philip Morris (PM) stake by 5.3% in Q2 2026, selling an estimated $55.7K and leaving 5,789 shares worth $1.05M. The position accounts for 0.25% of the portfolio, ranked #56.
WP Advisors first reported a position in PM in Q1 2017 and has held it in 36 quarters since. The position peaked at $1.17M in Q2 2025. 2,918 funds tracked by Wall St. Rank hold PM as of Q2 2026.
- WP Advisors held 5,789 shares of Philip Morris worth $1.05M as of Q2 2026.
- WP Advisors sold 321 Philip Morris shares in Q2 2026, an estimated $55.7K.
- Philip Morris made up 0.25% of WP Advisors's portfolio in Q2 2026, its #56 holding.
- WP Advisors first reported a position in Philip Morris in Q1 2017 and has held it in 36 quarters since.
- WP Advisors's Philip Morris position peaked at $1.17M in Q2 2025.
- 2,918 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.
Based on WP Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.