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TD Private Client Wealth’s Philip Morris PM Stock Holding History

TD Private Client Wealth’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 		$12.4M Sell
68,760
-4,144
-6% -$719K 0.23% 65
2026
Q1 		$12.1M Sell
72,904
-17,384
-19% -$3.02M 0.25% 62
2025
Q4 		$14.5M Sell
90,288
-6,194
-6% -$960K 0.31% 53
2025
Q3 		$15.6M Sell
96,482
-6,396
-6% -$1.08M 0.35% 49
2025
Q2 		$18.7M Sell
102,878
-11,158
-10% -$1.92M 0.46% 41
2025
Q1 		$18.1M Buy
114,036
+1,876
+2% +$266K 0.5% 39
2024
Q4 		$13.5M Sell
112,160
-4,256
-4% -$537K 0.38% 47
2024
Q3 		$14.1M Buy
116,416
+2,905
+3% +$338K 0.41% 44
2024
Q2 		$11.5M Buy
113,511
+3,527
+3% +$345K 0.36% 48
2024
Q1 		$10.1M Sell
109,984
-8,997
-8% -$830K 0.33% 54
2023
Q4 		$11.2M Sell
118,981
-14,993
-11% -$1.38M 0.4% 48
2023
Q3 		$12.4M Sell
133,974
-7,219
-5% -$695K 0.54% 36
2023
Q2 		$13.8M Buy
141,193
+4,202
+3% +$401K 0.6% 33
2023
Q1 		$13.3M Buy
136,991
+7,023
+5% +$700K 0.6% 31
2022
Q4 		$13.2M Buy
129,968
+505
+0.4% +$47.7K 0.62% 33
2022
Q3 		$10.7M Buy
129,463
+14,291
+12% +$1.36M 0.55% 34
2022
Q2 		$11.4M Sell
115,172
-214
-0.2% -$21.8K 0.55% 33
2022
Q1 		$10.8M Buy
115,386
+5,890
+5% +$589K 0.46% 40
2021
Q4 		$10.4M Sell
109,496
-13,940
-11% -$1.3M 0.43% 45
2021
Q3 		$11.7M Buy
123,436
+1,700
+1% +$171K 0.5% 39
2021
Q2 		$12.1M Buy
121,736
+3,340
+3% +$320K 0.52% 39
2021
Q1 		$10.5M Buy
118,396
+696
+0.6% +$59.1K 0.49% 40
2020
Q4 		$9.74M Sell
117,700
-2,522
-2% -$196K 0.49% 41
2020
Q3 		$9.02M Buy
120,222
+6,495
+6% +$501K 0.5% 42
2020
Q2 		$7.97M Sell
113,727
-2,688
-2% -$196K 0.47% 47
2020
Q1 		$8.49M Buy
116,415
+6,954
+6% +$572K 0.61% 32
2019
Q4 		$9.31M Buy
+109,461
New +$9.02M 0.56% 40

Other funds holding PM

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

TD Private Client Wealth's PM Position: Q2 2026 in Review

TD Private Client Wealth reduced its Philip Morris (PM) stake by 5.7% in Q2 2026, selling an estimated $719K and leaving 68,760 shares worth $12.4M. The position accounts for 0.23% of the portfolio, ranked #65.

TD Private Client Wealth first reported a position in PM in Q4 2019 and has held it in 27 quarters since. The position peaked at $18.7M in Q2 2025. 2,918 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • TD Private Client Wealth held 68,760 shares of Philip Morris worth $12.4M as of Q2 2026.
  • TD Private Client Wealth sold 4,144 Philip Morris shares in Q2 2026, an estimated $719K.
  • Philip Morris made up 0.23% of TD Private Client Wealth's portfolio in Q2 2026, its #65 holding.
  • TD Private Client Wealth first reported a position in Philip Morris in Q4 2019 and has held it in 27 quarters since.
  • TD Private Client Wealth's Philip Morris position peaked at $18.7M in Q2 2025.
  • 2,918 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.