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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
Q2 		$1.26M Buy
6,951
+172
+3% +$29.8K 0.53% 56
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 $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Tandem Capital Management's PM Position: Q2 2026 in Review

Tandem Capital Management increased its Philip Morris (PM) stake by 2.5% in Q2 2026, buying an estimated $29.8K and bringing the position to 6,951 shares worth $1.26M. The position accounts for 0.53% of the portfolio, ranked #56.

Tandem Capital Management first reported a position in PM in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.76M in Q4 2022. 2,930 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Tandem Capital Management held 6,951 shares of Philip Morris worth $1.26M as of Q2 2026.
  • Tandem Capital Management bought 172 Philip Morris shares in Q2 2026, an estimated $29.8K.
  • Philip Morris made up 0.53% of Tandem Capital Management's portfolio in Q2 2026, its #56 holding.
  • Tandem Capital Management first reported a position in Philip Morris in Q1 2021 and has held it in 22 quarters since.
  • Tandem Capital Management's Philip Morris position peaked at $1.76M in Q4 2022.
  • 2,930 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Tandem Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.