Zacks Investment Management’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 | $133M | Sell |
801,874
-6,560
| -0.8% | -$1.14M | 1.06% | 20 |
|
|
2025
Q4 | $130M | Sell |
808,434
-9,991
| -1% | -$1.55M | 1.02% | 20 |
|
|
2025
Q3 | $133M | Buy |
818,425
+2,373
| +0.3% | +$399K | 1.06% | 20 |
|
|
2025
Q2 | $149M | Buy |
816,052
+5,384
| +0.7% | +$925K | 1.27% | 17 |
|
|
2025
Q1 | $129M | Buy |
810,668
+11,632
| +1% | +$1.65M | 1.2% | 19 |
|
|
2024
Q4 | $96.2M | Sell |
799,036
-84,372
| -10% | -$10.6M | 0.89% | 28 |
|
|
2024
Q3 | $107M | Buy |
883,408
+84,668
| +11% | +$9.84M | 0.93% | 28 |
|
|
2024
Q2 | $80.9M | Buy |
798,740
+19,730
| +3% | +$1.93M | 0.91% | 30 |
|
|
2024
Q1 | $71.4M | Buy |
779,010
+22,723
| +3% | +$2.1M | 0.76% | 36 |
|
|
2023
Q4 | $71.2M | Sell |
756,287
-50,150
| -6% | -$4.62M | 0.88% | 28 |
|
|
2023
Q3 | $74.7M | Sell |
806,437
-1,586
| -0.2% | -$153K | 0.97% | 29 |
|
|
2023
Q2 | $78.9M | Buy |
808,023
+2,939
| +0.4% | +$281K | 0.99% | 27 |
|
|
2023
Q1 | $78.3M | Buy |
805,084
+26,214
| +3% | +$2.61M | 1.05% | 25 |
|
|
2022
Q4 | $78.8M | Buy |
778,870
+29,652
| +4% | +$2.8M | 1.1% | 25 |
|
|
2022
Q3 | $62.2M | Buy |
749,218
+38,199
| +5% | +$3.64M | 0.99% | 31 |
|
|
2022
Q2 | $70.2M | Buy |
711,019
+41,614
| +6% | +$4.24M | 1.07% | 28 |
|
|
2022
Q1 | $62.9M | Buy |
669,405
+41,979
| +7% | +$4.2M | 0.87% | 34 |
|
|
2021
Q4 | $59.6M | Buy |
627,426
+5,715
| +0.9% | +$534K | 0.84% | 35 |
|
|
2021
Q3 | $58.9M | Buy |
621,711
+18,236
| +3% | +$1.83M | 0.93% | 30 |
|
|
2021
Q2 | $59.8M | Buy |
603,475
+30,366
| +5% | +$2.91M | 0.97% | 31 |
|
|
2021
Q1 | $50.9M | Sell |
573,109
-55,639
| -9% | -$4.72M | 0.91% | 31 |
|
|
2020
Q4 | $52.1M | Sell |
628,748
-31,142
| -5% | -$2.42M | 0.96% | 31 |
|
|
2020
Q3 | $49.5M | Buy |
659,890
+24,324
| +4% | +$1.88M | 1% | 29 |
|
|
2020
Q2 | $44.5M | Sell |
635,566
-29,413
| -4% | -$2.14M | 0.98% | 31 |
|
|
2020
Q1 | $48.5M | Buy |
664,979
+6,572
| +1% | +$541K | 1.19% | 24 |
|
|
2019
Q4 | $56M | Sell |
658,407
-46,384
| -7% | -$3.82M | 1.05% | 31 |
|
|
2019
Q3 | $53.5M | Buy |
704,791
+18,448
| +3% | +$1.46M | 1.07% | 27 |
|
|
2019
Q2 | $53.9M | Buy |
686,343
+11,014
| +2% | +$910K | 1.11% | 26 |
|
|
2019
Q1 | $59.7M | Buy |
675,329
+35,084
| +5% | +$2.83M | 1.28% | 20 |
|
|
2018
Q4 | $42.7M | Buy |
640,245
+112,120
| +21% | +$9.36M | 1.03% | 30 |
|
|
2018
Q3 | $43.1M | Buy |
528,125
+891
| +0.2% | +$73.1K | 0.9% | 32 |
|
|
2018
Q2 | $42.6M | Buy |
527,234
+36,303
| +7% | +$3.08M | 0.93% | 28 |
|
|
2018
Q1 | $48.8M | Buy |
490,931
+5,027
| +1% | +$524K | 1.08% | 24 |
|
|
2017
Q4 | $51.3M | Buy |
485,904
+7,580
| +2% | +$808K | 1.12% | 24 |
|
|
2017
Q3 | $53.1M | Buy |
478,324
+6,822
| +1% | +$794K | 1.24% | 20 |
|
|
2017
Q2 | $55.4M | Buy |
471,502
+9,816
| +2% | +$1.14M | 1.37% | 16 |
|
|
2017
Q1 | $52.1M | Buy |
461,686
+54,659
| +13% | +$5.64M | 1.33% | 17 |
|
|
2016
Q4 | $37.2M | Sell |
407,027
-14,190
| -3% | -$1.31M | 1.07% | 25 |
|
|
2016
Q3 | $41M | Buy |
421,217
+34,794
| +9% | +$3.49M | 1.16% | 22 |
|
|
2016
Q2 | $39.3M | Buy |
386,423
+2,768
| +0.7% | +$276K | 1.2% | 23 |
|
|
2016
Q1 | $37.6M | Sell |
383,655
-34,147
| -8% | -$3.13M | 1.19% | 20 |
|
|
2015
Q4 | $36.7M | Sell |
417,802
-2,163
| -0.5% | -$188K | 1.2% | 21 |
|
|
2015
Q3 | $33.3M | Sell |
419,965
-9,711
| -2% | -$799K | 1.16% | 14 |
|
|
2015
Q2 | $34.4M | Sell |
429,676
-3,311
| -0.8% | -$272K | 1.09% | 21 |
|
|
2015
Q1 | $32.6M | Buy |
432,987
+162,100
| +60% | +$13.2M | 1.03% | 21 |
|
|
2014
Q4 | $22.1M | Sell |
270,887
-13,663
| -5% | -$1.17M | 0.72% | 45 |
|
|
2014
Q3 | $23.7M | Buy |
284,550
+17,430
| +7% | +$1.47M | 0.83% | 33 |
|
|
2014
Q2 | $22.5M | Buy |
267,120
+9,108
| +4% | +$784K | 0.8% | 34 |
|
|
2014
Q1 | $21.1M | Buy |
258,012
+28,261
| +12% | +$2.28M | 0.78% | 33 |
|
|
2013
Q4 | $20M | Buy |
229,751
+10,302
| +5% | +$900K | 0.79% | 30 |
|
|
2013
Q3 | $19M | Buy |
219,449
+12,380
| +6% | +$1.08M | 0.82% | 23 |
|
|
2013
Q2 | $17.9M | Buy |
+207,069
| New | +$19.2M | 0.82% | 23 |
|
Other funds holding PM
VCM
Zacks Investment Management's PM Position: Q1 2026 in Review
Zacks Investment Management reduced its Philip Morris (PM) stake by 0.81% in Q1 2026, selling an estimated $1.14M and leaving 801,874 shares worth $133M. The position accounts for 1.06% of the portfolio, ranked #20.
Zacks Investment Management first reported a position in PM in Q2 2013 and has held it in 52 quarters since. The position peaked at $149M in Q2 2025. 2,854 funds tracked by Wall St. Rank hold PM as of Q1 2026.
- Zacks Investment Management held 801,874 shares of Philip Morris worth $133M as of Q1 2026.
- Zacks Investment Management sold 6,560 Philip Morris shares in Q1 2026, an estimated $1.14M.
- Philip Morris made up 1.06% of Zacks Investment Management's portfolio in Q1 2026, its #20 holding.
- Zacks Investment Management first reported a position in Philip Morris in Q2 2013 and has held it in 52 quarters since.
- Zacks Investment Management's Philip Morris position peaked at $149M in Q2 2025.
- 2,854 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.
Based on Zacks Investment Management's 13F filing for Q1 2026, filed 14 May 2026.