Taylor Hoffman Capital Management’s Philip Morris PM Stock Holding History

Taylor Hoffman 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 Q1	$2.88M	Sell	17,406 -2,046	-11%	-$356K	0.89%	37
2025 Q4	$3.12M	Buy	19,452 +987	+5%	+$153K	0.95%	37
2025 Q3	$3M	Hold	18,465	–	–	0.94%	37
2025 Q2	$3.36M	Hold	18,465	–	–	1.15%	35
2025 Q1	$2.92M	Sell	18,465 -178	-1%	-$25.2K	1.08%	35
2024 Q4	$2.24M	Hold	18,643	–	–	0.81%	37
2024 Q3	$2.47M	Buy	+18,643	New	+$2.17M	0.95%	36

Other funds holding PM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Taylor Hoffman Capital Management's PM Position: Q1 2026 in Review

Taylor Hoffman Capital Management reduced its Philip Morris (PM) stake by 11% in Q1 2026, selling an estimated $356K and leaving 17,406 shares worth $2.88M. The position accounts for 0.89% of the portfolio, ranked #37.

Taylor Hoffman Capital Management first reported a position in PM in Q3 2024 and has held it in 7 quarters since. The position peaked at $3.36M in Q2 2025. 2,854 funds tracked by Wall St. Rank hold PM as of Q1 2026.

Taylor Hoffman Capital Management held 17,406 shares of Philip Morris worth $2.88M as of Q1 2026.
Taylor Hoffman Capital Management sold 2,046 Philip Morris shares in Q1 2026, an estimated $356K.
Philip Morris made up 0.89% of Taylor Hoffman Capital Management's portfolio in Q1 2026, its #37 holding.
Taylor Hoffman Capital Management first reported a position in Philip Morris in Q3 2024 and has held it in 7 quarters since.
Taylor Hoffman Capital Management's Philip Morris position peaked at $3.36M in Q2 2025.
2,854 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Taylor Hoffman Capital Management's 13F filing for Q1 2026, filed 13 May 2026.