Tanglewood Legacy Advisors’s Philip Morris PM Stock Holding History

Tanglewood Legacy Advisors’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	$83.6K	Sell	462 -25	-5%	-$4.34K	0.03%	144
2026 Q1	$80.5K	Hold	487	–	–	0.03%	141
2025 Q4	$78.1K	Hold	487	–	–	0.03%	143
2025 Q3	$79K	Hold	487	–	–	0.03%	144
2025 Q2	$88.7K	Hold	487	–	–	0.04%	136
2025 Q1	$77.3K	Hold	487	–	–	0.03%	146
2024 Q4	$58.6K	Hold	487	–	–	0.03%	164
2024 Q3	$59.1K	Hold	487	–	–	0.03%	151
2024 Q2	$49.3K	Hold	487	–	–	0.02%	161
2024 Q1	$44.6K	Hold	487	–	–	0.02%	168
2023 Q4	$45.8K	Hold	487	–	–	0.03%	159
2023 Q3	$45.1K	Hold	487	–	–	0.03%	166
2023 Q2	$47.5K	Hold	487	–	–	0.03%	166
2023 Q1	$47.4K	Hold	487	–	–	0.03%	154
2022 Q4	$49.3K	Buy	+487	New	+$46K	0.04%	132

Other funds holding PM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Tanglewood Legacy Advisors's PM Position: Q2 2026 in Review

Tanglewood Legacy Advisors reduced its Philip Morris (PM) stake by 5.1% in Q2 2026, selling an estimated $4.34K and leaving 462 shares worth $83.6K. The position accounts for 0.03% of the portfolio, ranked #144.

Tanglewood Legacy Advisors first reported a position in PM in Q4 2022 and has held it in 15 quarters since. The position peaked at $88.7K in Q2 2025. 2,934 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Tanglewood Legacy Advisors held 462 shares of Philip Morris worth $83.6K as of Q2 2026.
Tanglewood Legacy Advisors sold 25 Philip Morris shares in Q2 2026, an estimated $4.34K.
Philip Morris made up 0.03% of Tanglewood Legacy Advisors's portfolio in Q2 2026, its #144 holding.
Tanglewood Legacy Advisors first reported a position in Philip Morris in Q4 2022 and has held it in 15 quarters since.
Tanglewood Legacy Advisors's Philip Morris position peaked at $88.7K in Q2 2025.
2,934 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Tanglewood Legacy Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.