TFC Financial Management
PM icon

TFC Financial Management’s Philip Morris PM Stock Holding History

TFC Financial 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
Q3 		$646K Sell
3,385
-37
-1% -$6.99K 0.07% 67
2026
Q2 		$619K Buy
3,422
+28
+0.8% +$4.86K 0.07% 71
2026
Q1 		$561K Sell
3,394
-67
-2% -$11.6K 0.07% 74
2025
Q4 		$555K Sell
3,461
-10
-0.3% -$1.55K 0.07% 71
2025
Q3 		$563K Buy
3,471
+73
+2% +$12.3K 0.07% 71
2025
Q2 		$619K Buy
3,398
+17
+0.5% +$2.92K 0.08% 67
2025
Q1 		$537K Buy
3,381
+17
+0.5% +$2.41K 0.08% 68
2024
Q4 		$405K Buy
3,364
+16
+0.5% +$2.02K 0.06% 79
2024
Q3 		$406K Buy
3,348
+122
+4% +$14.2K 0.06% 77
2024
Q2 		$327K Hold
3,226
– – 0.06% 80
2024
Q1 		$296K Sell
3,226
-81
-2% -$7.47K 0.05% 87
2023
Q4 		$311K Sell
3,307
-16
-0.5% -$1.47K 0.06% 85
2023
Q3 		$308K Buy
3,323
+99
+3% +$9.5K 0.07% 78
2023
Q2 		$315K Sell
3,224
-489
-13% -$46.7K 0.08% 80
2023
Q1 		$361K Buy
3,713
+20
+0.5% +$1.99K 0.09% 73
2022
Q4 		$374K Hold
3,693
– – 0.11% 63
2022
Q3 		$307K Hold
3,693
– – 0.1% 68
2022
Q2 		$365K Hold
3,693
– – 0.11% 68
2022
Q1 		$347K Hold
3,693
– – 0.1% 71
2021
Q4 		$351K Hold
3,693
– – 0.11% 73
2021
Q3 		$350K Hold
3,693
– – 0.12% 68
2021
Q2 		$366K Hold
3,693
– – 0.13% 67
2021
Q1 		$328K Sell
3,693
-2,500
-40% -$212K 0.13% 69
2020
Q4 		$513K Hold
6,193
– – 0.22% 40
2020
Q3 		$464K Buy
+6,193
New +$478K 0.23% 40

Other funds holding PM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

TFC Financial Management's PM Position: Q3 2026 in Review

TFC Financial Management reduced its Philip Morris (PM) stake by 1.1% in Q3 2026, selling an estimated $6.99K and leaving 3,385 shares worth $646K. The position accounts for 0.07% of the portfolio, ranked #67.

TFC Financial Management first reported a position in PM in Q3 2020 and has held it in 25 quarters since. 2,103 funds tracked by Wall St. Rank hold PM as of Q3 2026.

  • TFC Financial Management held 3,385 shares of Philip Morris worth $646K as of Q3 2026.
  • TFC Financial Management sold 37 Philip Morris shares in Q3 2026, an estimated $6.99K.
  • Philip Morris made up 0.07% of TFC Financial Management's portfolio in Q3 2026, its #67 holding.
  • TFC Financial Management first reported a position in Philip Morris in Q3 2020 and has held it in 25 quarters since.
  • 2,103 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on TFC Financial Management's 13F filing for Q3 2026, filed 26 Oct 2026.