Tevis Investment Management’s Philip Morris PM Stock Holding History

Tevis Investment 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	$2.06M	Hold	12,320	–	–	1.17%	27
2025 Q4	$2M	Hold	12,320	–	–	1.2%	24
2025 Q3	$2M	Hold	12,320	–	–	1.2%	24
2025 Q2	$2.26M	Hold	12,320	–	–	1.45%	20
2025 Q1	$1.5M	Hold	12,320	–	–	1.11%	29
2024 Q4	$1.5M	Hold	12,320	–	–	1.11%	29
2024 Q3	$1.51M	Hold	12,320	–	–	1.12%	30
2024 Q2	$1.26M	Hold	12,320	–	–	1.02%	34
2024 Q1	$1.13M	Hold	12,320	–	–	0.96%	38
2023 Q4	$1.16M	Hold	12,320	–	–	1.07%	31
2023 Q3	$1.14M	Hold	12,320	–	–	1.16%	32
2023 Q2	$1.2M	Hold	12,320	–	–	1.17%	32
2023 Q1	$1.2M	Hold	12,320	–	–	1.22%	33
2022 Q4	$1.25M	Buy	12,320 +320	+3%	+$30.2K	1.33%	29
2022 Q3	$996K	Hold	12,000	–	–	0.97%	38
2022 Q2	$1.19M	Hold	12,000	–	–	1.13%	30
2022 Q1	$1.13M	Hold	12,000	–	–	1.02%	32
2021 Q4	$1.14M	Buy	+12,000	New	+$1.12M	0.99%	29

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

Tevis Investment Management's PM Position: Q1 2026 in Review

Tevis Investment Management held its Philip Morris (PM) position steady in Q1 2026 at 12,320 shares worth $2.06M. The position accounts for 1.17% of the portfolio, ranked #27.

Tevis Investment Management first reported a position in PM in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.26M in Q2 2025. 2,854 funds tracked by Wall St. Rank hold PM as of Q1 2026.

Tevis Investment Management held 12,320 shares of Philip Morris worth $2.06M as of Q1 2026.
Tevis Investment Management left its Philip Morris share count unchanged in Q1 2026.
Philip Morris made up 1.17% of Tevis Investment Management's portfolio in Q1 2026, its #27 holding.
Tevis Investment Management first reported a position in Philip Morris in Q4 2021 and has held it in 18 quarters since.
Tevis Investment Management's Philip Morris position peaked at $2.26M in Q2 2025.
2,854 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Tevis Investment Management's 13F filing for Q1 2026, filed 4 May 2026.