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Tandem Financial’s Philip Morris PM Stock Holding History

Tandem Financial’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 		$2.38M Sell
14,238
-3,600
-20% -$626K 0.76% 35
2025
Q4 		$2.17M Buy
17,838
+3,600
+25% +$558K 2.6% 10
2025
Q3 		$2.31M Sell
14,238
-1,500
-10% -$252K 0.86% 31
2025
Q2 		$2.89M Sell
15,738
-1,100
-7% -$189K 2.69% 13
2025
Q1 		$2.7M Sell
16,838
-1,000
-6% -$142K 2.91% 12
2024
Q4 		$2.17M Buy
+17,838
New +$2.25M 2.3% 12

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 $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 Financial's PM Position: Q1 2026 in Review

Tandem Financial reduced its Philip Morris (PM) stake by 20% in Q1 2026, selling an estimated $626K and leaving 14,238 shares worth $2.38M. The position accounts for 0.76% of the portfolio, ranked #35.

Tandem Financial first reported a position in PM in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.89M in Q2 2025. 2,861 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Tandem Financial held 14,238 shares of Philip Morris worth $2.38M as of Q1 2026.
  • Tandem Financial sold 3,600 Philip Morris shares in Q1 2026, an estimated $626K.
  • Philip Morris made up 0.76% of Tandem Financial's portfolio in Q1 2026, its #35 holding.
  • Tandem Financial first reported a position in Philip Morris in Q4 2024 and has held it in 6 quarters since.
  • Tandem Financial's Philip Morris position peaked at $2.89M in Q2 2025.
  • 2,861 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Tandem Financial's 13F filing for Q1 2026, filed 8 May 2026.