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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
Q2 		$2.6M Hold
14,238
– – 0.78% 33
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 $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 $3.38T AUM 44.17% 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 Financial's PM Position: Q2 2026 in Review

Tandem Financial held its Philip Morris (PM) position steady in Q2 2026 at 14,238 shares worth $2.6M. The position accounts for 0.78% of the portfolio, ranked #33.

Tandem Financial first reported a position in PM in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.89M in Q2 2025. 2,937 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Tandem Financial held 14,238 shares of Philip Morris worth $2.6M as of Q2 2026.
  • Tandem Financial left its Philip Morris share count unchanged in Q2 2026.
  • Philip Morris made up 0.78% of Tandem Financial's portfolio in Q2 2026, its #33 holding.
  • Tandem Financial first reported a position in Philip Morris in Q4 2024 and has held it in 7 quarters since.
  • Tandem Financial's Philip Morris position peaked at $2.89M in Q2 2025.
  • 2,937 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Tandem Financial's 13F filing for Q2 2026, filed 14 Aug 2026.