Wright Investors Service’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 | $1.37M | Buy |
8,281
+44
| +0.5% | +$7.65K | 0.43% | 67 |
|
|
2025
Q4 | $1.32M | Sell |
8,237
-255
| -3% | -$39.5K | 0.4% | 67 |
|
|
2025
Q3 | $1.38M | Sell |
8,492
-510
| -6% | -$85.8K | 0.4% | 66 |
|
|
2025
Q2 | $1.64M | Buy |
9,002
+270
| +3% | +$46.4K | 0.49% | 55 |
|
|
2025
Q1 | $1.39M | Sell |
8,732
-9,763
| -53% | -$1.38M | 0.46% | 57 |
|
|
2024
Q4 | $2.23M | Sell |
18,495
-20,191
| -52% | -$2.55M | 0.72% | 38 |
|
|
2024
Q3 | $4.7M | Sell |
38,686
-12,155
| -24% | -$1.41M | 1.23% | 23 |
|
|
2024
Q2 | $5.15M | Sell |
50,841
-12,483
| -20% | -$1.22M | 1.36% | 17 |
|
|
2024
Q1 | $5.8M | Sell |
63,324
-1,131
| -2% | -$104K | 1.47% | 16 |
|
|
2023
Q4 | $6.06M | Sell |
64,455
-9,452
| -13% | -$871K | 1.71% | 11 |
|
|
2023
Q3 | $6.84M | Buy |
73,907
+11,747
| +19% | +$1.13M | 1.98% | 10 |
|
|
2023
Q2 | $6.07M | Sell |
62,160
-6,219
| -9% | -$594K | 1.71% | 11 |
|
|
2023
Q1 | $6.65M | Sell |
68,379
-947
| -1% | -$94.4K | 1.89% | 8 |
|
|
2022
Q4 | $7.02M | Buy |
69,326
+1,749
| +3% | +$165K | 2.01% | 7 |
|
|
2022
Q3 | $5.61M | Sell |
67,577
-5,312
| -7% | -$507K | 1.76% | 9 |
|
|
2022
Q2 | $7.2M | Buy |
72,889
+15,739
| +28% | +$1.6M | 2.06% | 9 |
|
|
2022
Q1 | $5.37M | Buy |
57,150
+1,499
| +3% | +$150K | 1.33% | 19 |
|
|
2021
Q4 | $5.29M | Buy |
55,651
+3,836
| +7% | +$359K | 1.34% | 22 |
|
|
2021
Q3 | $4.91M | Buy |
51,815
+3,290
| +7% | +$331K | 1.4% | 16 |
|
|
2021
Q2 | $4.81M | Buy |
48,525
+1,778
| +4% | +$171K | 1.3% | 18 |
|
|
2021
Q1 | $4.15M | Buy |
46,747
+14,292
| +44% | +$1.21M | 1.26% | 19 |
|
|
2020
Q4 | $2.69M | Buy |
32,455
+647
| +2% | +$50.4K | 0.92% | 33 |
|
|
2020
Q3 | $2.38M | Buy |
31,808
+2,875
| +10% | +$222K | 0.85% | 34 |
|
|
2020
Q2 | $2.03M | Buy |
28,933
+1,517
| +6% | +$111K | 0.78% | 37 |
|
|
2020
Q1 | $2M | Buy |
27,416
+1,044
| +4% | +$85.9K | 0.86% | 34 |
|
|
2019
Q4 | $2.24M | Buy |
26,372
+9
| +0% | +$742 | 0.77% | 40 |
|
|
2019
Q3 | $2M | Buy |
26,363
+1,178
| +5% | +$93.3K | 0.72% | 44 |
|
|
2019
Q2 | $1.98M | Sell |
25,185
-6,008
| -19% | -$496K | 0.75% | 45 |
|
|
2019
Q1 | $2.76M | Buy |
31,193
+4,019
| +15% | +$324K | 1.11% | 27 |
|
|
2018
Q4 | $1.81M | Sell |
27,174
-482
| -2% | -$40.3K | 0.78% | 38 |
|
|
2018
Q3 | $2.25M | Buy |
27,656
+3,490
| +14% | +$286K | 0.83% | 39 |
|
|
2018
Q2 | $1.95M | Sell |
24,166
-9,000
| -27% | -$764K | 0.78% | 43 |
|
|
2018
Q1 | $3.3M | Buy |
33,166
+1,311
| +4% | +$137K | 1.13% | 24 |
|
|
2017
Q4 | $3.37M | Sell |
31,855
-6,877
| -18% | -$733K | 1.13% | 26 |
|
|
2017
Q3 | $4.3M | Sell |
38,732
-84
| -0.2% | -$9.78K | 1.56% | 14 |
|
|
2017
Q2 | $4.56M | Buy |
38,816
+17,160
| +79% | +$1.99M | 1.72% | 8 |
|
|
2017
Q1 | $2.44M | Buy |
21,656
+4,110
| +23% | +$424K | 0.99% | 25 |
|
|
2016
Q4 | $1.6M | Buy |
17,546
+1,181
| +7% | +$109K | 0.7% | 41 |
|
|
2016
Q3 | $1.59M | Sell |
16,365
-2
| -0% | -$200 | 0.66% | 50 |
|
|
2016
Q2 | $1.67M | Buy |
16,367
+1,653
| +11% | +$165K | 0.68% | 51 |
|
|
2016
Q1 | $1.44M | Sell |
14,714
-1,233
| -8% | -$113K | 0.57% | 58 |
|
|
2015
Q4 | $1.4M | Buy |
15,947
+4,819
| +43% | +$418K | 0.52% | 56 |
|
|
2015
Q3 | $883K | Sell |
11,128
-472
| -4% | -$38.8K | 0.4% | 88 |
|
|
2015
Q2 | $930K | Buy |
11,600
+947
| +9% | +$77.9K | 0.44% | 70 |
|
|
2015
Q1 | $803K | Buy |
10,653
+1,063
| +11% | +$86.3K | 0.39% | 87 |
|
|
2014
Q4 | $781K | Buy |
9,590
+1,420
| +17% | +$122K | 0.38% | 88 |
|
|
2014
Q3 | $681K | Sell |
8,170
-145
| -2% | -$12.3K | 0.34% | 95 |
|
|
2014
Q2 | $701K | Sell |
8,315
-1,739
| -17% | -$150K | 0.32% | 105 |
|
|
2014
Q1 | $823K | Sell |
10,054
-1,731
| -15% | -$140K | 0.37% | 91 |
|
|
2013
Q4 | $1.03M | Buy |
11,785
+2,665
| +29% | +$233K | 0.45% | 68 |
|
|
2013
Q3 | $790K | Sell |
9,120
-215
| -2% | -$18.8K | 0.36% | 84 |
|
|
2013
Q2 | $809K | Buy |
+9,335
| New | +$867K | 0.38% | 87 |
|
Other funds holding PM
VCM
Wright Investors Service's PM Position: Q1 2026 in Review
Wright Investors Service increased its Philip Morris (PM) stake by 0.53% in Q1 2026, buying an estimated $7.65K and bringing the position to 8,281 shares worth $1.37M. The position accounts for 0.43% of the portfolio, ranked #67.
Wright Investors Service first reported a position in PM in Q2 2013 and has held it in 52 quarters since. The position peaked at $7.2M in Q2 2022. 2,856 funds tracked by Wall St. Rank hold PM as of Q1 2026.
- Wright Investors Service held 8,281 shares of Philip Morris worth $1.37M as of Q1 2026.
- Wright Investors Service bought 44 Philip Morris shares in Q1 2026, an estimated $7.65K.
- Philip Morris made up 0.43% of Wright Investors Service's portfolio in Q1 2026, its #67 holding.
- Wright Investors Service first reported a position in Philip Morris in Q2 2013 and has held it in 52 quarters since.
- Wright Investors Service's Philip Morris position peaked at $7.2M in Q2 2022.
- 2,856 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.
Based on Wright Investors Service's 13F filing for Q1 2026, filed 29 Apr 2026.