TD Capital Management’s Philip Morris PM Stock Holding History

TD 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	$171K	Buy	1,034 +7	+0.7%	+$1.22K	0.02%	145
2025 Q4	$165K	Buy	1,027 +79	+8%	+$12.2K	0.01%	140
2025 Q3	$154K	Buy	948 +6	+0.6%	+$1.01K	0.01%	140
2025 Q2	$172K	Buy	942 +6	+0.6%	+$1.03K	0.02%	130
2025 Q1	$149K	Buy	936 +27	+3%	+$3.82K	0.02%	128
2024 Q4	$109K	Buy	909 +8	+0.9%	+$1.01K	0.01%	148
2024 Q3	$109K	Buy	901 +186	+26%	+$21.6K	0.01%	149
2024 Q2	$72.4K	Buy	715 +8	+1%	+$782	0.01%	161
2024 Q1	$64.8K	Buy	707 +7	+1%	+$645	0.01%	167
2023 Q4	$65.8K	Buy	700 +7	+1%	+$645	0.01%	161
2023 Q3	$64.2K	Sell	693 -4	-0.6%	-$385	0.01%	155
2023 Q2	$68.1K	Buy	697 +6	+0.9%	+$573	0.01%	155
2023 Q1	$67.2K	Buy	691 +7	+1%	+$698	0.01%	154
2022 Q4	$69.3K	Buy	684 +68	+11%	+$6.42K	0.01%	142
2022 Q3	$51K	Buy	+616	New	+$58.7K	0.01%	160
2022 Q1	–	Sell	-610	Closed	-$58K	–	277
2021 Q4	$58K	Hold	610	–	–	0.01%	153
2021 Q3	$58K	Hold	610	–	–	0.01%	148
2021 Q2	$60K	Hold	610	–	–	0.01%	137
2021 Q1	$54K	Hold	610	–	–	0.01%	133
2020 Q4	$50K	Hold	610	–	–	0.01%	126
2020 Q3	$46K	Hold	610	–	–	0.01%	120
2020 Q2	$43K	Hold	610	–	–	0.01%	117
2020 Q1	$44K	Hold	610	–	–	0.01%	108
2019 Q4	$52K	Hold	610	–	–	0.01%	105
2019 Q3	$46K	Hold	610	–	–	0.01%	114
2019 Q2	$48K	Hold	610	–	–	0.01%	94
2019 Q1	$54K	Hold	610	–	–	0.01%	82
2018 Q4	$41K	Buy	610 +30	+5%	+$2.51K	0.01%	87
2018 Q3	$47K	Hold	580	–	–	0.01%	86
2018 Q2	$47K	Hold	580	–	–	0.01%	80
2018 Q1	$58K	Hold	580	–	–	0.02%	75
2017 Q4	$61K	Sell	580 -92	-14%	-$9.8K	0.02%	73
2017 Q3	$75K	Buy	672 +100	+17%	+$11.6K	0.02%	64
2017 Q2	$67K	Hold	572	–	–	0.02%	62
2017 Q1	$65K	Hold	572	–	–	0.02%	66
2016 Q4	$52K	Hold	572	–	–	0.02%	70
2016 Q3	$56K	Hold	572	–	–	0.02%	64
2016 Q2	$58K	Hold	572	–	–	0.02%	65
2016 Q1	$56K	Hold	572	–	–	0.02%	66
2015 Q4	$50K	Hold	572	–	–	0.02%	68
2015 Q3	$45K	Hold	572	–	–	0.01%	78
2015 Q2	$46K	Hold	572	–	–	0.01%	86
2015 Q1	$43K	Buy	572 +7	+1%	+$568	0.01%	92
2014 Q4	$46K	Buy	565 +7	+1%	+$601	0.01%	93
2014 Q3	$47K	Buy	558 +6	+1%	+$507	0.01%	90
2014 Q2	$47K	Buy	552 +6	+1%	+$517	0.01%	87
2014 Q1	$45K	Buy	546 +6	+1%	+$485	0.01%	84
2013 Q4	$47K	Sell	540 -1,085	-67%	-$94.8K	0.01%	79
2013 Q3	$141K	Buy	1,625 +16	+1%	+$1.4K	0.03%	57
2013 Q2	$139K	Buy	+1,609	New	+$150K	0.03%	52

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

TD Capital Management's PM Position: Q1 2026 in Review

TD Capital Management increased its Philip Morris (PM) stake by 0.68% in Q1 2026, buying an estimated $1.22K and bringing the position to 1,034 shares worth $171K. The position accounts for 0.02% of the portfolio, ranked #145.

TD Capital Management first reported a position in PM in Q2 2013 and has held it in 50 quarters since. The position peaked at $172K in Q2 2025. 2,854 funds tracked by Wall St. Rank hold PM as of Q1 2026.

TD Capital Management held 1,034 shares of Philip Morris worth $171K as of Q1 2026.
TD Capital Management bought 7 Philip Morris shares in Q1 2026, an estimated $1.22K.
Philip Morris made up 0.02% of TD Capital Management's portfolio in Q1 2026, its #145 holding.
TD Capital Management first reported a position in Philip Morris in Q2 2013 and has held it in 50 quarters since.
TD Capital Management's Philip Morris position peaked at $172K in Q2 2025.
2,854 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on TD Capital Management's 13F filing for Q1 2026, filed 11 May 2026.