ZIM
Zacks Investment Management’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $149M | Buy |
816,052
+5,384
| +0.7% | +$981K | 1.27% | 17 |
|
|
2025
Q1 | $129M | Buy |
810,668
+11,632
| +1% | +$1.85M | 1.2% | 19 |
|
|
2024
Q4 | $96.2M | Sell |
799,036
-84,372
| -10% | -$10.2M | 0.89% | 28 |
|
|
2024
Q3 | $107M | Buy |
883,408
+84,668
| +11% | +$10.3M | 0.93% | 28 |
|
|
2024
Q2 | $80.9M | Buy |
798,740
+19,730
| +3% | +$2M | 0.91% | 30 |
|
|
2024
Q1 | $71.4M | Buy |
779,010
+22,723
| +3% | +$2.08M | 0.76% | 36 |
|
|
2023
Q4 | $71.2M | Sell |
756,287
-50,150
| -6% | -$4.72M | 0.88% | 28 |
|
|
2023
Q3 | $74.7M | Sell |
806,437
-1,586
| -0.2% | -$147K | 0.97% | 29 |
|
|
2023
Q2 | $78.9M | Buy |
808,023
+2,939
| +0.4% | +$287K | 0.99% | 27 |
|
|
2023
Q1 | $78.3M | Buy |
805,084
+26,214
| +3% | +$2.55M | 1.05% | 25 |
|
|
2022
Q4 | $78.8M | Buy |
778,870
+29,652
| +4% | +$3M | 1.1% | 25 |
|
|
2022
Q3 | $62.2M | Buy |
749,218
+38,199
| +5% | +$3.17M | 0.99% | 31 |
|
|
2022
Q2 | $70.2M | Buy |
711,019
+41,614
| +6% | +$4.11M | 1.07% | 28 |
|
|
2022
Q1 | $62.9M | Buy |
669,405
+41,979
| +7% | +$3.94M | 0.87% | 34 |
|
|
2021
Q4 | $59.6M | Buy |
627,426
+5,715
| +0.9% | +$543K | 0.84% | 35 |
|
|
2021
Q3 | $58.9M | Buy |
621,711
+18,236
| +3% | +$1.73M | 0.93% | 30 |
|
|
2021
Q2 | $59.8M | Buy |
603,475
+30,366
| +5% | +$3.01M | 0.97% | 31 |
|
|
2021
Q1 | $50.9M | Sell |
573,109
-55,639
| -9% | -$4.94M | 0.91% | 31 |
|
|
2020
Q4 | $52.1M | Sell |
628,748
-31,142
| -5% | -$2.58M | 0.96% | 31 |
|
|
2020
Q3 | $49.5M | Buy |
659,890
+24,324
| +4% | +$1.82M | 1% | 29 |
|
|
2020
Q2 | $44.5M | Sell |
635,566
-29,413
| -4% | -$2.06M | 0.98% | 31 |
|
|
2020
Q1 | $48.5M | Buy |
664,979
+6,572
| +1% | +$479K | 1.19% | 24 |
|
|
2019
Q4 | $56M | Sell |
658,407
-46,384
| -7% | -$3.95M | 1.05% | 31 |
|
|
2019
Q3 | $53.5M | Buy |
704,791
+18,448
| +3% | +$1.4M | 1.07% | 27 |
|
|
2019
Q2 | $53.9M | Buy |
686,343
+11,014
| +2% | +$865K | 1.11% | 26 |
|
|
2019
Q1 | $59.7M | Buy |
675,329
+35,084
| +5% | +$3.1M | 1.28% | 20 |
|
|
2018
Q4 | $42.7M | Buy |
640,245
+112,120
| +21% | +$7.49M | 1.03% | 30 |
|
|
2018
Q3 | $43.1M | Buy |
528,125
+891
| +0.2% | +$72.7K | 0.9% | 32 |
|
|
2018
Q2 | $42.6M | Buy |
527,234
+36,303
| +7% | +$2.93M | 0.93% | 28 |
|
|
2018
Q1 | $48.8M | Buy |
490,931
+5,027
| +1% | +$500K | 1.08% | 24 |
|
|
2017
Q4 | $51.3M | Buy |
485,904
+7,580
| +2% | +$801K | 1.12% | 24 |
|
|
2017
Q3 | $53.1M | Buy |
478,324
+6,822
| +1% | +$757K | 1.24% | 20 |
|
|
2017
Q2 | $55.4M | Buy |
471,502
+9,816
| +2% | +$1.15M | 1.37% | 16 |
|
|
2017
Q1 | $52.1M | Buy |
461,686
+54,659
| +13% | +$6.17M | 1.33% | 17 |
|
|
2016
Q4 | $37.2M | Sell |
407,027
-14,190
| -3% | -$1.3M | 1.07% | 25 |
|
|
2016
Q3 | $41M | Buy |
421,217
+34,794
| +9% | +$3.38M | 1.16% | 22 |
|
|
2016
Q2 | $39.3M | Buy |
386,423
+2,768
| +0.7% | +$282K | 1.2% | 23 |
|
|
2016
Q1 | $37.6M | Sell |
383,655
-34,147
| -8% | -$3.35M | 1.19% | 20 |
|
|
2015
Q4 | $36.7M | Sell |
417,802
-2,163
| -0.5% | -$190K | 1.2% | 21 |
|
|
2015
Q3 | $33.3M | Sell |
419,965
-9,711
| -2% | -$770K | 1.16% | 14 |
|
|
2015
Q2 | $34.4M | Sell |
429,676
-3,311
| -0.8% | -$265K | 1.09% | 21 |
|
|
2015
Q1 | $32.6M | Buy |
432,987
+162,100
| +60% | +$12.2M | 1.03% | 21 |
|
|
2014
Q4 | $22.1M | Sell |
270,887
-13,663
| -5% | -$1.11M | 0.72% | 45 |
|
|
2014
Q3 | $23.7M | Buy |
284,550
+17,430
| +7% | +$1.45M | 0.83% | 33 |
|
|
2014
Q2 | $22.5M | Buy |
267,120
+9,108
| +4% | +$768K | 0.8% | 34 |
|
|
2014
Q1 | $21.1M | Buy |
258,012
+28,261
| +12% | +$2.31M | 0.78% | 33 |
|
|
2013
Q4 | $20M | Buy |
229,751
+10,302
| +5% | +$898K | 0.79% | 30 |
|
|
2013
Q3 | $19M | Buy |
219,449
+12,380
| +6% | +$1.07M | 0.82% | 23 |
|
|
2013
Q2 | $17.9M | Buy |
+207,069
| New | +$17.9M | 0.82% | 23 |
|