TCI Wealth Advisors’s Philip Morris PM Stock Holding History

TCI Wealth 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	$985K	Buy	5,444 +239	+5%	+$41.5K	0.04%	113
2026 Q1	$861K	Buy	5,205 +8	+0.2%	+$1.39K	0.05%	109
2025 Q4	$834K	Sell	5,197 -4	-0.1%	-$620	0.05%	113
2025 Q3	$844K	Buy	5,201 +23	+0.4%	+$3.87K	0.05%	111
2025 Q2	$943K	Sell	5,178 -143	-3%	-$24.6K	0.06%	105
2025 Q1	$845K	Sell	5,321 -10	-0.2%	-$1.42K	0.07%	94
2024 Q4	$642K	Sell	5,331 -139	-3%	-$17.5K	0.05%	110
2024 Q3	$664K	Sell	5,470 -229	-4%	-$26.6K	0.06%	105
2024 Q2	$578K	Buy	5,699 +717	+14%	+$70.1K	0.05%	113
2024 Q1	$456K	Buy	4,982 +195	+4%	+$18K	0.05%	126
2023 Q4	$450K	Buy	4,787 +6	+0.1%	+$553	0.05%	123
2023 Q3	$443K	Buy	4,781 +6	+0.1%	+$577	0.06%	120
2023 Q2	$466K	Sell	4,775 -29	-0.6%	-$2.77K	0.06%	114
2023 Q1	$467K	Buy	4,804 +761	+19%	+$75.8K	0.06%	113
2022 Q4	$409K	Buy	4,043 +4	+0.1%	+$377	0.06%	112
2022 Q3	$335K	Buy	4,039 +33	+0.8%	+$3.15K	0.05%	119
2022 Q2	$396K	Buy	4,006 +17	+0.4%	+$1.73K	0.06%	114
2022 Q1	$375K	Buy	3,989 +5	+0.1%	+$500	0.06%	120
2021 Q4	$379K	Buy	3,984 +5	+0.1%	+$467	0.06%	119
2021 Q3	$377K	Buy	3,979 +10	+0.3%	+$1.01K	0.06%	131
2021 Q2	$393K	Sell	3,969 -300	-7%	-$28.8K	0.07%	131
2021 Q1	$379K	Sell	4,269 -1,008	-19%	-$85.6K	0.16%	119
2020 Q4	$437K	Sell	5,277 -846	-14%	-$65.9K	0.2%	105
2020 Q3	$459K	Sell	6,123 -657	-10%	-$50.7K	0.18%	92
2020 Q2	$475K	Sell	6,780 -763	-10%	-$55.6K	0.2%	79
2020 Q1	$550K	Buy	7,543 +472	+7%	+$38.8K	0.27%	69
2019 Q4	$602K	Buy	7,071 +1	+0%	+$82	0.23%	75
2019 Q3	$537K	Sell	7,070 -15	-0.2%	-$1.19K	0.24%	75
2019 Q2	$556K	Buy	7,085 +15	+0.2%	+$1.24K	0.25%	74
2019 Q1	$625K	Sell	7,070 -41	-0.6%	-$3.3K	0.27%	75
2018 Q4	$475K	Buy	7,111 +27	+0.4%	+$2.25K	0.23%	85
2018 Q3	$578K	Sell	7,084 -1,315	-16%	-$108K	0.24%	80
2018 Q2	$678K	Buy	8,399 +33	+0.4%	+$2.8K	0.3%	70
2018 Q1	$832K	Sell	8,366 -229	-3%	-$23.9K	0.39%	61
2017 Q4	$908K	Sell	8,595 -232	-3%	-$24.7K	0.4%	60
2017 Q3	$980K	Sell	8,827 -133	-1%	-$15.5K	0.48%	52
2017 Q2	$1.05M	Sell	8,960 -52	-0.6%	-$6.02K	0.54%	44
2017 Q1	$1.02M	Buy	9,012 +48	+0.5%	+$4.95K	0.53%	45
2016 Q4	$820K	Buy	8,964 +328	+4%	+$30.4K	0.43%	53
2016 Q3	$840K	Buy	8,636 +165	+2%	+$16.5K	0.46%	52
2016 Q2	$862K	Sell	8,471 -203	-2%	-$20.2K	0.48%	51
2016 Q1	$851K	Sell	8,674 -1,266	-13%	-$116K	0.47%	54
2015 Q4	$874K	Buy	9,940 +302	+3%	+$26.2K	0.49%	53
2015 Q3	$765K	Buy	9,638 +980	+11%	+$80.7K	0.46%	55
2015 Q2	$694K	Buy	8,658 +111	+1%	+$9.13K	0.4%	57
2015 Q1	$644K	Buy	8,547 +51	+0.6%	+$4.14K	0.4%	58
2014 Q4	$692K	Buy	8,496 +49	+0.6%	+$4.21K	0.43%	55
2014 Q3	$705K	Buy	8,447 +45	+0.5%	+$3.81K	0.44%	51
2014 Q2	$708K	Buy	8,402 +2,987	+55%	+$257K	0.43%	54
2014 Q1	$689K	Sell	5,415 -3,688	-41%	-$298K	0.45%	53
2013 Q4	$793K	Buy	9,103 +767	+9%	+$67K	0.5%	42
2013 Q3	$722K	Sell	8,336 -145	-2%	-$12.7K	0.55%	44
2013 Q2	$735K	Buy	+8,481	New	+$788K	0.56%	44

Other funds holding PM

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

TCI Wealth Advisors's PM Position: Q2 2026 in Review

TCI Wealth Advisors increased its Philip Morris (PM) stake by 4.6% in Q2 2026, buying an estimated $41.5K and bringing the position to 5,444 shares worth $985K. The position accounts for 0.04% of the portfolio, ranked #113.

TCI Wealth Advisors first reported a position in PM in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.05M in Q2 2017. 1,393 funds tracked by Wall St. Rank hold PM as of Q2 2026.

TCI Wealth Advisors held 5,444 shares of Philip Morris worth $985K as of Q2 2026.
TCI Wealth Advisors bought 239 Philip Morris shares in Q2 2026, an estimated $41.5K.
Philip Morris made up 0.04% of TCI Wealth Advisors's portfolio in Q2 2026, its #113 holding.
TCI Wealth Advisors first reported a position in Philip Morris in Q2 2013 and has held it in 53 quarters since.
TCI Wealth Advisors's Philip Morris position peaked at $1.05M in Q2 2017.
1,393 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on TCI Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.