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TFB Advisors’s Philip Morris PM Stock Holding History

TFB 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
Q1 		$240K Sell
1,454
-723
-33% -$126K 0.13% 168
2025
Q4 		$349K Buy
2,177
+50
+2% +$7.75K 0.1% 224
2025
Q3 		$338K Sell
2,127
-624
-23% -$105K 0.1% 220
2025
Q2 		$501K Buy
2,751
+61
+2% +$10.5K 0.13% 177
2025
Q1 		$427K Buy
2,690
+58
+2% +$8.21K 0.12% 190
2024
Q4 		$317K Buy
2,632
+115
+5% +$14.5K 0.09% 230
2024
Q3 		$306K Sell
2,517
-111
-4% -$12.9K 0.09% 242
2024
Q2 		$266K Sell
2,628
-16
-0.6% -$1.56K 0.09% 240
2024
Q1 		$254K Buy
+2,644
New +$244K 0.09% 229
2023
Q3 		– Sell
-2,773
Closed -$271K – 197
2023
Q2 		$271K Sell
2,773
-20
-0.7% -$1.91K 0.12% 191
2023
Q1 		$272K Buy
2,793
+140
+5% +$14K 0.21% 104
2022
Q4 		$269K Buy
+2,653
New +$250K 0.22% 94

Other funds holding PM

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TFB Advisors's PM Position: Q1 2026 in Review

TFB Advisors reduced its Philip Morris (PM) stake by 33% in Q1 2026, selling an estimated $126K and leaving 1,454 shares worth $240K. The position accounts for 0.13% of the portfolio, ranked #168.

TFB Advisors first reported a position in PM in Q4 2022 and has held it in 12 quarters since. The position peaked at $501K in Q2 2025. 2,855 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • TFB Advisors held 1,454 shares of Philip Morris worth $240K as of Q1 2026.
  • TFB Advisors sold 723 Philip Morris shares in Q1 2026, an estimated $126K.
  • Philip Morris made up 0.13% of TFB Advisors's portfolio in Q1 2026, its #168 holding.
  • TFB Advisors first reported a position in Philip Morris in Q4 2022 and has held it in 12 quarters since.
  • TFB Advisors's Philip Morris position peaked at $501K in Q2 2025.
  • 2,855 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on TFB Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.