Tanager Wealth Management’s Philip Morris PM Stock Holding History

Tanager Wealth Management’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	$3.21M	Buy	17,755 +333	+2%	+$57.8K	0.28%	38
2026 Q1	$2.88M	Sell	17,422 -1,972	-10%	-$343K	0.28%	38
2025 Q4	$3.11M	Sell	19,394 -124	-0.6%	-$19.2K	0.31%	36
2025 Q3	$3.17M	Sell	19,518 -591	-3%	-$99.4K	0.33%	38
2025 Q2	$3.66M	Sell	20,109 -1,974	-9%	-$339K	0.43%	33
2025 Q1	$3.54M	Buy	22,083 +11	+0%	+$1.56K	0.46%	32
2024 Q4	$2.69M	Buy	+22,072	New	+$2.78M	0.35%	32

Other funds holding PM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Tanager Wealth Management's PM Position: Q2 2026 in Review

Tanager Wealth Management increased its Philip Morris (PM) stake by 1.9% in Q2 2026, buying an estimated $57.8K and bringing the position to 17,755 shares worth $3.21M. The position accounts for 0.28% of the portfolio, ranked #38.

Tanager Wealth Management first reported a position in PM in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.66M in Q2 2025. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Tanager Wealth Management held 17,755 shares of Philip Morris worth $3.21M as of Q2 2026.
Tanager Wealth Management bought 333 Philip Morris shares in Q2 2026, an estimated $57.8K.
Philip Morris made up 0.28% of Tanager Wealth Management's portfolio in Q2 2026, its #38 holding.
Tanager Wealth Management first reported a position in Philip Morris in Q4 2024 and has held it in 7 quarters since.
Tanager Wealth Management's Philip Morris position peaked at $3.66M in Q2 2025.
2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Tanager Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.