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Tandem Capital Management’s Philip Morris PM Stock Holding History

Tandem Capital 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
Q1 		$1.12M Sell
6,779
-200
-3% -$34.8K 0.56% 51
2025
Q4 		$1.12M Hold
6,979
– – 0.51% 56
2025
Q3 		$1.13M Hold
6,979
– – 0.53% 54
2025
Q2 		$1.27M Sell
6,979
-60
-0.9% -$10.3K 0.64% 48
2025
Q1 		$1.12M Sell
7,039
-6,717
-49% -$951K 0.62% 48
2024
Q4 		$1.66M Sell
13,756
-220
-2% -$27.8K 0.89% 39
2024
Q3 		$1.7M Hold
13,976
– – 0.89% 38
2024
Q2 		$1.43M Sell
13,976
-777
-5% -$76K 0.78% 40
2024
Q1 		$1.35M Sell
14,753
-1,470
-9% -$136K 0.77% 41
2023
Q4 		$1.53M Sell
16,223
-661
-4% -$60.9K 0.95% 41
2023
Q3 		$1.56M Sell
16,884
-322
-2% -$31K 1.07% 36
2023
Q2 		$1.68M Sell
17,206
-42
-0.2% -$4.01K 1.1% 34
2023
Q1 		$1.68M Sell
17,248
-180
-1% -$17.9K 1.18% 33
2022
Q4 		$1.76M Buy
17,428
+657
+4% +$62K 1.39% 26
2022
Q3 		$1.45M Buy
16,771
+978
+6% +$93.3K 1.22% 29
2022
Q2 		$1.56M Buy
15,793
+85
+0.5% +$8.67K 1.25% 28
2022
Q1 		$1.61M Sell
15,708
-22
-0.1% -$2.2K 1.12% 31
2021
Q4 		$1.49M Buy
15,730
+1,717
+12% +$160K 0.86% 39
2021
Q3 		$1.33M Buy
14,013
+250
+2% +$25.1K 0.84% 39
2021
Q2 		$1.36M Buy
13,763
+1,400
+11% +$134K 0.86% 42
2021
Q1 		$1.1M Buy
+12,363
New +$1.05M 0.76% 44

Other funds holding PM

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Tandem Capital Management's PM Position: Q1 2026 in Review

Tandem Capital Management reduced its Philip Morris (PM) stake by 2.9% in Q1 2026, selling an estimated $34.8K and leaving 6,779 shares worth $1.12M. The position accounts for 0.56% of the portfolio, ranked #51.

Tandem Capital Management first reported a position in PM in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.76M in Q4 2022. 2,853 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Tandem Capital Management held 6,779 shares of Philip Morris worth $1.12M as of Q1 2026.
  • Tandem Capital Management sold 200 Philip Morris shares in Q1 2026, an estimated $34.8K.
  • Philip Morris made up 0.56% of Tandem Capital Management's portfolio in Q1 2026, its #51 holding.
  • Tandem Capital Management first reported a position in Philip Morris in Q1 2021 and has held it in 21 quarters since.
  • Tandem Capital Management's Philip Morris position peaked at $1.76M in Q4 2022.
  • 2,853 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Tandem Capital Management's 13F filing for Q1 2026, filed 16 Apr 2026.