Tandem Investment Advisors’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $428K | Sell |
2,368
-2,961
| -56% | -$514K | 0.03% | 55 |
|
|
2026
Q1 | $881K | Buy |
5,329
+1,288
| +32% | +$224K | 0.04% | 46 |
|
|
2025
Q4 | $648K | Buy |
4,041
+985
| +32% | +$153K | 0.02% | 47 |
|
|
2025
Q3 | $496K | Buy |
3,056
+950
| +45% | +$160K | 0.02% | 56 |
|
|
2025
Q2 | $384K | Buy |
2,106
+25
| +1% | +$4.29K | 0.01% | 54 |
|
|
2025
Q1 | $330K | Buy |
2,081
+77
| +4% | +$10.9K | 0.01% | 59 |
|
|
2024
Q4 | $241K | Sell |
2,004
-26
| -1% | -$3.28K | 0.01% | 69 |
|
|
2024
Q3 | $246K | Buy |
2,030
+26
| +1% | +$3.02K | 0.01% | 75 |
|
|
2024
Q2 | $203K | Sell |
2,004
-314
| -14% | -$30.7K | 0.01% | 80 |
|
|
2024
Q1 | $212K | Buy |
2,318
+112
| +5% | +$10.3K | 0.01% | 83 |
|
|
2023
Q4 | $208K | Sell |
2,206
-65
| -3% | -$5.99K | 0.01% | 79 |
|
|
2023
Q3 | $210K | Buy |
+2,271
| New | +$219K | 0.01% | 74 |
|
|
2022
Q1 | – | Sell |
-2,304
| Closed | -$219K | – | 82 |
|
|
2021
Q4 | $219K | Buy |
+2,304
| New | +$215K | 0.01% | 77 |
|
|
2021
Q1 | – | Sell |
-3,869
| Closed | -$320K | – | 75 |
|
|
2020
Q4 | $320K | Buy |
3,869
+549
| +17% | +$42.7K | 0.03% | 58 |
|
|
2020
Q3 | $249K | Sell |
3,320
-241
| -7% | -$18.6K | 0.03% | 62 |
|
|
2020
Q2 | $249K | Buy |
+3,561
| New | +$260K | 0.03% | 61 |
|
|
2020
Q1 | – | Sell |
-3,430
| Closed | -$292K | – | 71 |
|
|
2019
Q4 | $292K | Hold |
3,430
| – | – | 0.05% | 56 |
|
|
2019
Q3 | $260K | Sell |
3,430
-337
| -9% | -$26.7K | 0.05% | 53 |
|
|
2019
Q2 | $296K | Sell |
3,767
-38
| -1% | -$3.14K | 0.06% | 53 |
|
|
2019
Q1 | $336K | Sell |
3,805
-388
| -9% | -$31.2K | 0.07% | 53 |
|
|
2018
Q4 | $280K | Buy |
4,193
+628
| +18% | +$52.5K | 0.07% | 58 |
|
|
2018
Q3 | $291K | Sell |
3,565
-271
| -7% | -$22.2K | 0.08% | 54 |
|
|
2018
Q2 | $310K | Buy |
3,836
+221
| +6% | +$18.8K | 0.09% | 49 |
|
|
2018
Q1 | $359K | Sell |
3,615
-1,068
| -23% | -$111K | 0.12% | 46 |
|
|
2017
Q4 | $495K | Buy |
4,683
+95
| +2% | +$10.1K | 0.17% | 44 |
|
|
2017
Q3 | $509K | Sell |
4,588
-533
| -10% | -$62K | 0.19% | 43 |
|
|
2017
Q2 | $601K | Buy |
5,121
+744
| +17% | +$86.2K | 0.24% | 45 |
|
|
2017
Q1 | $494K | Sell |
4,377
-1,623
| -27% | -$167K | 0.22% | 46 |
|
|
2016
Q4 | $549K | Buy |
+6,000
| New | +$556K | 0.26% | 47 |
|
Other funds holding PM
Tandem Investment Advisors's PM Position: Q2 2026 in Review
Tandem Investment Advisors reduced its Philip Morris (PM) stake by 56% in Q2 2026, selling an estimated $514K and leaving 2,368 shares worth $428K. The position accounts for 0.03% of the portfolio, ranked #55.
Tandem Investment Advisors first reported a position in PM in Q4 2016 and has held it in 29 quarters since. The position peaked at $881K in Q1 2026. 2,918 funds tracked by Wall St. Rank hold PM as of Q2 2026.
- Tandem Investment Advisors held 2,368 shares of Philip Morris worth $428K as of Q2 2026.
- Tandem Investment Advisors sold 2,961 Philip Morris shares in Q2 2026, an estimated $514K.
- Philip Morris made up 0.03% of Tandem Investment Advisors's portfolio in Q2 2026, its #55 holding.
- Tandem Investment Advisors first reported a position in Philip Morris in Q4 2016 and has held it in 29 quarters since.
- Tandem Investment Advisors's Philip Morris position peaked at $881K in Q1 2026.
- 2,918 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.
Based on Tandem Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.