Moisand Fitzgerald Tamayo’s Philip Morris PM Stock Holding History

Moisand Fitzgerald Tamayo’s Portfolio PM Stock Details PM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$21.3K	Hold	118	–	–	﹤0.01%	283
2026 Q1	$19.5K	Hold	118	–	–	﹤0.01%	274
2025 Q4	$18.9K	Hold	118	–	–	﹤0.01%	281
2025 Q3	$19.1K	Hold	118	–	–	﹤0.01%	283
2025 Q2	$21.5K	Hold	118	–	–	﹤0.01%	272
2025 Q1	$18.7K	Hold	118	–	–	﹤0.01%	279
2024 Q4	$14.2K	Hold	118	–	–	﹤0.01%	302
2024 Q3	$14.3K	Hold	118	–	–	﹤0.01%	312
2024 Q2	$12K	Hold	118	–	–	﹤0.01%	298
2024 Q1	$10.8K	Hold	118	–	–	﹤0.01%	306
2023 Q4	$11.1K	Sell	118 -54	-31%	-$4.97K	﹤0.01%	325
2023 Q3	$15.9K	Hold	172	–	–	﹤0.01%	283
2023 Q2	$16.8K	Hold	172	–	–	﹤0.01%	268
2023 Q1	$16.7K	Hold	172	–	–	﹤0.01%	275
2022 Q4	$17.4K	Sell	172 -369	-68%	-$34.8K	﹤0.01%	265
2022 Q3	$45K	Buy	541 +54	+11%	+$5.15K	0.01%	168
2022 Q2	$48K	Hold	487	–	–	0.01%	160
2022 Q1	$46K	Hold	487	–	–	0.02%	105
2021 Q4	$46K	Hold	487	–	–	0.01%	156
2021 Q3	$46K	Sell	487 -12	-2%	-$1.21K	0.02%	157
2021 Q2	$49K	Sell	499 -29	-5%	-$2.78K	0.02%	158
2021 Q1	$47K	Sell	528 -1,955	-79%	-$166K	0.02%	130
2020 Q4	$206K	Hold	2,483	–	–	0.09%	75
2020 Q3	$186K	Hold	2,483	–	–	0.1%	74
2020 Q2	$174K	Hold	2,483	–	–	0.1%	74
2020 Q1	$181K	Buy	2,483 +2,342	+1,661%	+$193K	0.12%	69
2019 Q4	$12K	Hold	141	–	–	0.01%	189
2019 Q3	$11K	Hold	141	–	–	0.01%	192
2019 Q2	$11K	Hold	141	–	–	0.01%	188
2019 Q1	$12K	Hold	141	–	–	0.01%	187
2018 Q4	$9K	Hold	141	–	–	0.01%	194
2018 Q3	$11K	Hold	141	–	–	0.01%	205
2018 Q2	$11K	Hold	141	–	–	0.01%	194
2018 Q1	$14K	Sell	141 -75	-35%	-$7.81K	0.01%	192
2017 Q4	$23K	Hold	216	–	–	0.01%	142
2017 Q3	$24K	Buy	+216	New	+$25.1K	0.01%	152
2016 Q2	–	Sell	-288	Closed	-$28K	–	158
2016 Q1	$28K	Hold	288	–	–	0.02%	117
2015 Q4	$25K	Buy	+288	New	+$25K	0.02%	117

Other funds holding PM

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

CIPU

Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return

NONA

Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Moisand Fitzgerald Tamayo's PM Position: Q2 2026 in Review

Moisand Fitzgerald Tamayo held its Philip Morris (PM) position steady in Q2 2026 at 118 shares worth $21.3K. The position accounts for ﹤0.01% of the portfolio, ranked #283.

Moisand Fitzgerald Tamayo first reported a position in PM in Q4 2015 and has held it in 38 quarters since. The position peaked at $206K in Q4 2020. 750 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Moisand Fitzgerald Tamayo held 118 shares of Philip Morris worth $21.3K as of Q2 2026.
Moisand Fitzgerald Tamayo left its Philip Morris share count unchanged in Q2 2026.
Philip Morris made up ﹤0.01% of Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #283 holding.
Moisand Fitzgerald Tamayo first reported a position in Philip Morris in Q4 2015 and has held it in 38 quarters since.
Moisand Fitzgerald Tamayo's Philip Morris position peaked at $206K in Q4 2020.
750 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2026, filed 13 Jul 2026.