PM β€” PHILIP MORRIS INTL INC

Ownership history in DCM Advisors, LLC  Β·  17 quarters on record

This page tracks every 13F SEC filing in which DCM Advisors, LLC reported a position in PHILIP MORRIS INTL INC (PM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
1.91% (2025 Q2)
πŸ“Š Avg. % of fund
1.07%
πŸ“… First filed
2021 Q1
πŸ“… Last filed
2025 Q4
⏱ Quarters held
17

Position Intelligence

DCM Advisors, LLC Γ— PM AI Analytics

πŸ“ˆ DCM Advisors, LLC outperformed the S&P 500 by +6.2% annually on this PM position. Timing score: 29% (4/14 decisions correct). Average cost basis: $82.28. Maximum drawdown during holding period: –10.9%.

πŸ“ˆ Position Alpha vs SPY
+6.2%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 6.2% per year on this position.
16 quarters analyzed

⏱️ Timing Score
29%

⚠️ Poor timing β€” buys often preceded drops, trims preceded rallies.
4 of 14 add/trim decisions correct

πŸ’° Entry Quality
$82.28
+93.2% vs current ($158.98)

Best entry: $69.98 (2021 Q1)  Β·  Worst: $177.22 (2025 Q2)

πŸ›‘οΈ Drawdown Resilience
–10.9%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
57%
buy-side decisions

8 adds Β· 6 trims. Bought during 1 of 4 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 1.62% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    PM price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 24,374 β€” 0% 1.62% $3.9M $158.98
2025 Q3 REDUCED 24,374 -67 -0.3% 1.67% $4.0M $157.83
2025 Q2 ADDED 24,441 +1,896 +8.4% 1.91% $4.5M $177.22
2025 Q1 REDUCED 22,545 -56 -0.2% 1.91% $3.6M $153.30
2024 Q4 ADDED 22,601 +56 +0.2% 1.28% $2.7M $115.21
2024 Q3 UNCHANGED 22,545 β€” 0% 1.38% $2.7M $114.94
2024 Q2 REDUCED 22,545 -1,631 -6.7% 1.21% $2.3M $94.88
2024 Q1 UNCHANGED 24,176 β€” 0% 0.91% $2.2M $84.68
2023 Q4 ADDED 24,176 +3,872 +19.1% 0.82% $2.3M $85.77
2023 Q3 REDUCED 20,304 -28 -0.1% 0.85% $1.9M $83.25
7 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
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