Tacita Capital’s Philip Morris PM Stock Holding History

Tacita Capital’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 Q1	$72.8K	Hold	440	–	–	0.04%	120
2025 Q4	$70.6K	Sell	440 -48	-10%	-$7.44K	0.04%	121
2025 Q3	$79.2K	Hold	488	–	–	0.05%	113
2025 Q2	$88.9K	Hold	488	–	–	0.06%	105
2025 Q1	$77.5K	Hold	488	–	–	0.06%	107
2024 Q4	$58.7K	Sell	488 -298	-38%	-$37.6K	0.04%	116
2024 Q3	$95.4K	Buy	786 +115	+17%	+$13.4K	0.06%	105
2024 Q2	$68K	Hold	671	–	–	0.05%	124
2024 Q1	$61.5K	Buy	671 +41	+7%	+$3.78K	0.04%	140
2023 Q4	$59.3K	Sell	630 -200	-24%	-$18.4K	0.04%	130
2023 Q3	$76.8K	Buy	830 +240	+41%	+$23.1K	0.06%	115
2023 Q2	$58K	Hold	590	–	–	0.04%	132
2023 Q1	$57K	Hold	590	–	–	0.04%	127
2022 Q4	$60K	Hold	590	–	–	0.05%	114
2022 Q3	$49K	Sell	590 -185	-24%	-$17.6K	0.04%	120
2022 Q2	$77K	Sell	775 -50	-6%	-$5.1K	0.05%	109
2022 Q1	$78K	Buy	825 +200	+32%	+$20K	0.05%	114
2021 Q4	$59K	Hold	625	–	–	0.03%	134
2021 Q3	$59K	Sell	625 -150	-19%	-$15.1K	0.04%	122
2021 Q2	$77K	Hold	775	–	–	0.05%	114
2021 Q1	$69K	Hold	775	–	–	0.04%	128
2020 Q4	$64K	Buy	+775	New	+$60.3K	0.04%	129

Other funds holding PM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Tacita Capital's PM Position: Q1 2026 in Review

Tacita Capital held its Philip Morris (PM) position steady in Q1 2026 at 440 shares worth $72.8K. The position accounts for 0.04% of the portfolio, ranked #120.

Tacita Capital first reported a position in PM in Q4 2020 and has held it in 22 quarters since. The position peaked at $95.4K in Q3 2024. 2,853 funds tracked by Wall St. Rank hold PM as of Q1 2026.

Tacita Capital held 440 shares of Philip Morris worth $72.8K as of Q1 2026.
Tacita Capital left its Philip Morris share count unchanged in Q1 2026.
Philip Morris made up 0.04% of Tacita Capital's portfolio in Q1 2026, its #120 holding.
Tacita Capital first reported a position in Philip Morris in Q4 2020 and has held it in 22 quarters since.
Tacita Capital's Philip Morris position peaked at $95.4K in Q3 2024.
2,853 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Tacita Capital's 13F filing for Q1 2026, filed 7 May 2026.